Payments

Hello there, @CCCBuilder.

Allow me to chime in and provide clarifications about your invoice concern in QuickBooks Desktop.

It's possible to bring over the item description from the bill to the invoice if you mark it as billable to your customer. It'll show you a message prompt asking if you want to select the outstanding billable time and cost to the transaction.

For the detailed instructions and screenshots, here's how:

1. Enter a bill.
2. Add all the necessary information.
3. Make sure to include your customer from the line item, then mark it as Billable. 
4. Hit Save & Close.
5. Click the Customers tab at the top menu bar and select Create Invoices.
6. Choose the customer you want to bill from the Customer: Job drop-down. 
7. In the Billable Time/Costs popup message, select the first option, and press OK. 
8. Go to the Items tab, then put a check mark on the line items you want to bill to the customer.
9. Click OK. 
10. Once you click OK, it'll automatically show the descriptions from the bill. 

Also, I suggest running the Purchases by Item Detail report. It will show you the specific items from the bill, including the customer.

Please follow these steps:

1. Click Reports at the top menu bar.
2. Hover you cursor to Purchases.
3. Select Purchases by Item Detail. 
4. Press the Customize Report option.
5. Filter the date range.
6. Under Columns, put a checkmark beside Name.
7. Hit OK. 
8. Check the result. 

I've also included some articles in case you need some ideas about tracking billable expenses, as well as how to customize reports:

• Enter bills
• Customize reports

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.