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June 29, 2024
Question

Can I add items that are "reimbursement of payments made in advance" to the invoice if my plan does not have a billable feature?

  • June 29, 2024
  • 1 reply
  • 1 view
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1 reply

Clark_B
QuickBooks Team
June 29, 2024

It's nice to have you here in the Community, @info2042.

 

Let me provide information about reimbursement items to an invoice in QuickBooks Online (QBO) for payments made in advance.

 

Currently, the option to add items to reimburse the cost or payments and link the billable expense to your customer's invoice is only available for QBO Plus and Advanced. If you don't have the billable feature, I recommend considering upgrading your subscription.

 

Here's how:

 

  1. At the upper right corner, select Settings, then click Subscriptions and Billing.
  2. Make sure your payment info is up to date.
  3. In the QBO section, select Upgrade your plan.
  4. Review the available plans, and then select Choose Plan.
  5. Follow the on-screen steps to upgrade your plan.

 

For more detailed steps, please refer to this article: Upgrade or downgrade your QuickBooks Online subscription.

 

I also encourage checking these articles to learn how to record, edit, and delete expenses, as well as recording invoice payments:

 

 

If you have any concerns about adding items that are reimbursement of payments made in advance to the invoice, please tag me in the comment section, @info2042. I'll assist you in any way possible.