QB Issue Resolution:
Let me share my thoughts on how attaching a billable expense to an invoice works.
Info such as the product, description, rate, and amount automatically flow through to the invoice (given that you’ve added a billable expense). If you entered a line using a Category, this won’t go to the invoice since it doesn’t have that column available. Though for everything else, they’ll still appear.
Here are the steps to adding billable expenses to invoices:
- Move to the Plus (+) icon, then select Invoice.
- Enter the correct customer name. All open billable expenses for that customer will populate in the right side of the screen.
- Click Add on the billable expenses you’d like to add to the invoice.
- Select Save.
In case you made a mistake and would like to remove a billable expense change, the steps are in this article: How to remove a billable expense charge. This even includes how you can hide unbilled expenses by batch.
Resolution for Issue 'How do you get the information you recorded and checked as billable to populate to the invoice? It only pulls in what you put in the description and shows nothing else?' available: Yes (Solved).
Source: Intuit Community forum.
How do you get the information you recorded and checked as billable to populate to the invoice? It only pulls in what you put in the description and shows nothing else?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for billable expenses
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Error Recovery for billable expenses [Canada]
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