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A
accounting-lansi
June 10, 2024
Solved

Why when I create invoices from billable expenses, the new QBO layout does not included the expense date?

  • June 10, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by SarahannC

Hi. We currently have an open investigation related to the service date of the invoice not populating using the new invoice layout. That's why you're experiencing this kind of behavior, accounting.

 

Rest assured that engineers are working on this to provide a permanent solution. You can receive updates and notifications regarding this investigation by letting our Support Team add your company details to the lists of the affected users. To do this, you can follow the steps below.

 

  1. On the QuickBooks Home page, click the Help icon.
  2. In the Search tab, click Contact Us.
  3. Choose Ask about something else. Then, enter your concern.
  4. Follow the on-screen instructions to complete the process.

 

You can utilize this article when personalizing your sales form. It provides further tips about handling templates: Customize invoices, estimates, and sales receipts.

 

We appreciate your patience while we're working on this. We'll make sure to provide a solution as soon as possible.

1 reply

Tori B
Tori B
June 10, 2024

Good morning, @accounting-lansi.

 

Thanks for reaching out to the QuickBooks Community. I hope you're having a great day so far. 

 

Let's ensure that the date column is selected to show on the invoice template. I'm including some steps below to walk you through the process. 

 

  1. Open the invoice. 
  2. At the bottom of the screen, click on Customize, then Edit Current. 
  3. Go to the Content tab on the left side of the screen, then tap on the middle section of the invoice to the right. 
  4. Click on the Date option. 

 

Now you should see the dates listed on your invoice as you can see in my screenshot below. 

 

 

That should do the trick. For more information about customizing templates in QuickBooks Online, check out Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

Please let me know if there is anything else I can assist you with. Have a good one! 

A
accounting-lansiAuthor
June 10, 2024

Hello Tori B,

 

thank you for the reply but the field is already there. 

With the old layout it used to auto populate the date when uploading the monthly billable expense. Not it remains blank.

    S
    SarahannCAnswer
    June 10, 2024

    Hi. We currently have an open investigation related to the service date of the invoice not populating using the new invoice layout. That's why you're experiencing this kind of behavior, accounting.

     

    Rest assured that engineers are working on this to provide a permanent solution. You can receive updates and notifications regarding this investigation by letting our Support Team add your company details to the lists of the affected users. To do this, you can follow the steps below.

     

    1. On the QuickBooks Home page, click the Help icon.
    2. In the Search tab, click Contact Us.
    3. Choose Ask about something else. Then, enter your concern.
    4. Follow the on-screen instructions to complete the process.

     

    You can utilize this article when personalizing your sales form. It provides further tips about handling templates: Customize invoices, estimates, and sales receipts.

     

    We appreciate your patience while we're working on this. We'll make sure to provide a solution as soon as possible.

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