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jatx
February 13, 2025
Question

New Invoice Temple - Issue with Vendor name for billable expenses appearing on reports

  • February 13, 2025
  • 1 reply
  • 0 views

With the new invoice in QB online, my invoice transaction reports no longer show the Vendor information. I've contacted support but haven't found a solution.

 

My process is to add all expenses and bills as billable to a Project and then I add them to an Invoice. The Invoice itself doesn't show the Vendor for the expense (which is fine) but if I run a Transaction Journal report or an Invoice Transaction report, the Vendor field is completely blank. This is working fine for my older invoices, but with the two I created in the last week, the Vendor information seems to have disappeared.

 

Has anyone experienced the same issue or found a resolution?

 

1 reply

G
GenmarieM
February 14, 2025

I appreciate the steps you've taken so far, jatx. I want to ensure that your idea about displaying the vendor's name when generating a Transaction journal report or an Invoice report gets the attention it deserves.

 

The option to display the vendor's name for added billable expenses in your invoice reports isn't available using the invoice new layout. In this case, I recommend submitting your suggestion to our Product Development Team for their review, as they may consider it for inclusion in future updates.

 

I'll show you how you can send one:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

Additionally, I've added this article for your future reference in receiving and recording invoice payments in QBO: Record invoice payments in QuickBooks Online.

 

Come back to this post if you have additional questions or concerns regarding invoices and reports in QuickBooks Online. The whole Community will always be here to lend a helping hand.

J
jatxAuthor
February 14, 2025

I think the problem I see is that the Vendor field IS available to add to the reports. This is an example of the Transaction Journal report and you can see the Vendor field is available to add to the report. Why would this field be an option to add to the report but then not display information for new invoices? It populates the correct data for any invoice I've created prior to a week ago. Are you sure there isn't a bug with the reports and roll out of the "new" invoice look?

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