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L
lindak1119
Level 7
December 15, 2018
Question

How to do mark expenses to be billed back to a customer?

  • December 15, 2018
  • 2 replies
  • 7 views
No text available

2 replies

Regina_Lend_A_Hand_Accounting
Regina_Lend_A_Hand_Accounting
Level 2
December 15, 2018

This is a QuickBooks Online Plus feature that you have to turn-on within your "Account & Settings", under "Expenses", "Track expenses and items by customer" and "Make expenses and items billable" You will also have to designate your "Billable expense income account".

A
Anonymous
December 17, 2018

Hi oksana1,

 

I appreciate the help from @Regina_Lend_A_Hand_Accounting in providing you the right answer. As what she mentioned, the billable expense feature is only available in QuickBooks Online Plus version. To learn more about it, please refer to this article: Enter Billable Expenses by Job.

 

Before you can create billable expenses, you'll need to turn on this feature. I'll show you again the steps:

  1. Select the Gear icon at the top, then Account and Settings (or Company Settings).
  2. Select Expenses from the left.
  3. In the Bills and Expenses section, select the edit (pencil) icon. Check the boxes for Show Items table on expense and purchase forms, Track expenses and items by customer, Make expenses and items billable, (Optional) Set the markup rate and (Optional) Change the income account you wish Billable Expenses to affect. 
  4. Select Save, then Done.

If you don't have this in your setup, you'll need to upgrade. Additional charges may apply. 

Please post your comments and we'll help you from there. 

A
aferguson731
December 18, 2018

I have this in my setup, but for whatever reason is seizes to exist right now. I have tried multiple web browsers, the desktop app, made sure the gear icon was turned on under "Track expenses by customer", cleared cache and cookies.

 

Is this a known issue, and does anyone know when it will be fixed? We are nearing year end, and I cannot code my transactions accordingly with this new glitch in the system. I have called QBO only to be told they have no idea what the issue is. Also reported a bug report. Please advise. 

J
JonpriL
Level 9
December 18, 2018

Hi there, aferguson731.

 

I appreciate you bringing this to our attention and the details you've shared. Let me help you here in the Community and get this working for you.

 

After turning on the Billable Expense feature, we'll need to tick the Billable box when creating an expense transaction. This way, you can assign the expense to a specific customer.

 

Here's how:

  1. Click on the Plus icon, then choose Expense.
  2. Enter necessary information as needed such as the payee, the payment method and date.
  3. Under Account details, choose the account of the expense.
  4. Enter the amount.
  5. Select the tick box under BILLABLE.
  6. Add the customer under CUSTOMER/PROJECT.
  7. Click on Save and close.

You can check this article as your reference: How to Enter Billable Expenses.

 

Let me know if you have any other questions. I'd be always happy to help. Have a good one!

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