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dawnjohnson
November 7, 2024
Question

I have marked a sub invoice as billable. Why am I no longer prompted with a "suggestion" box to link that sub invoice to the invoice I am generating?

  • November 7, 2024
  • 1 reply
  • 4 views
No text available

1 reply

A
AnneMariee
November 7, 2024

Let's get you back on track to invoicing your customers, Dawn.

 

If QuickBooks doesn't automatically prompt you with the billable expense in the right panel, let's check the Suggestions section. Follow the steps below to reach the Suggested transactions page.

 

  1. On the Invoice page, click Manage.
  2. Go to the Suggestions section.
  3. Click Suggested transactions.

 

 

If the menu isn't visible on your end, you'll need to go through some troubleshooting steps to isolate a browser-related cause. To do this, open your QuickBooks Online account in a private browser and check if the suggested transactions appear. If they do, you'll need to clear the cache of your regular browser. You can also use other supported browsers.

 

If the suggested transactions still don't appear after troubleshooting cache-related issues, I recommend checking the details of your billable expense and invoice to ensure they're linked together.

 

Feel free to skim through these articles for more information on the topics above:

 

 

Then, you may want to check out this article on accepting your customers' payments online: Receive and process payments in QuickBooks Online with QuickBooks Payments.

 

It's my goal to help you do your tasks in QuickBooks Online with ease, Dawn. If you have any other invoicing concerns, leave a reply below. I'm just one post away.

D
dawnjohnsonAuthor
November 9, 2024

Tried incognito, cleared cache, still no suggestion box with the expense I need linked to the invoice.  I just don't get it.  It works sometimes and doesn't other times, and I spend a ridiculous amount of time trying to figure out a work-around.  

I guess I can delete the invoice I want the expense linked to and recreate it, but I should not have to go thru all of that trouble.  So many glitches lately.  I just don't get it.

S
SheandLQuickBooks Team
QuickBooks Team
November 9, 2024

I understand how difficult it can be when your workflow is interrupted with this unexpected issue, dawn. With that said, let me direct you to the support them that can address this concern efficiently. 

 

I appreciate your efforts to resolve this using incognito mode and clearing your cache. Since the issue persists, I recommend contacting our customer care team. They are equipped with the tools and expertise needed to safely access your account and accurately diagnose the root cause of this issue.

 

To contact them, here's how:
 

  1. Sign in with your QuickBooks Online company.
  2. In the upper right corner, click on the Help icon.
  3. Select Search, then click Contact Us.
  4. Write your issue or concern and click Continue.
  5. Choose a way to connect with them.

 

For Simple Start, Essentials, and Plus users, our customer support is available from Monday to Friday, 6 AM to 6 PM PT, and on Saturday from 6 AM to 3 PM PT. Advanced users can contact us at any time on any day.

 

Check out this article for reference: Get help with QuickBooks products and services.
 

Additionally, here's an article you can read if you want to remove a customer with an unbilled charge in QuickBooks Online: Delete customer with unbilled charges in QuickBooks Online.

 

This forum is always available if you have other questions and concerns about invoices and billable charges, dawn. Just click the Reply button and we'll assist you promptly. 

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