JoanaC
QuickBooks Team

Other questions

Let me share more information about attachments on billable expenses to invoice, @leeseinmt.

 

I understand that having this feature is an impressive help in automatically attaching receipts or proof from the bill to a billable invoice. However, this is currently unavailable with the new invoice layout.

 

For a workaround, we can add the attachment manually to the invoice. Here's how:

 

  1. Go to +New.
  2. Click Invoice, and then fill out the necessary information.
  3. Scroll down, click Attachment, and then attach the PDF file.
  4. Once downloaded, click the box beside the file.
  5. Hit Save and Close or Save and Send.

 

I suggest sending feedback to our product engineers. This way, our team can take note of your opinions and consider them for the next update. You can follow these steps:

 

  1. In the upper right corner, click the Gear icon.
  2. Under Profile.
  3. Select Feedback.
  4. Provide your opinions and comments.
  5. Hit Next to submit.

 

Moreover, let me share this article if you want to run your reports: Customize reports in QuickBooks Online using modern view.

 

Let me know if you still need assistance with your attachments. Have a great day, and take care.