How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

Forum|Forum|7 years ago
December 9, 2018
1 reply
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QuickBooks Online

Kristine Mae

Moderator

It looks like this is a billable expense transaction, mginsberg.

We're unable to add expense accounts to an invoice. You can only add an item/service. We're also unable to make an expense transaction billable to a customer if the account/item has no income account associated with it.

As a workaround, you'll want to manually add a note to the memo field if this is billable to a customer. Here's how:

Open the expense transaction.
Add notes in the Memo field.
Click Save and close.

Reach out to me if you have more questions with your concern. I'd be pleased to answer them.

mginsbergAuthor

Can you explain more about "We're also unable to make an expense transaction billable to a customer if the account/item has no income account associated with it."

Charies_M

Level 9

Thanks for getting back, mginsberg.

Allow me to add some more details about your concern with billable expense transaction in QuickBooks Online (QBO).

In addition to what my colleague @Kristine Mae mentioned, when you create a bill and use an expense account as your account/item, QuickBooks requires you to choose an account that has an income account associated with it before using it as a billable expense.

You'll have to make that association, or the income won't be reported correctly before saving the transaction.

Please get back to me if you have more questions or clarifications while working with billable expenses in QBO. I'd be happy to help you out.

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