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tdewe
Level 1

How do I bill a customer for an imported bank transaction?

If I have a bank transaction that has been imported, and I 'accpt' or 'add' it, how can I allocate it as a billbale expense to my cutomer?

4 Comments
MirriamM
Moderator

How do I bill a customer for an imported bank transaction?

Glad to see you again here in the Intuit Community, tdewe,

 

I'd be happy to help share information on how to bill a customer from an imported bank transaction.

 

Upon adding a bank transaction, just tick the box for Billable, then enter the Customer or Project name to help you track billable expenses.

 

However, if you're matching a transaction, kindly make sure that the match transaction is already billable.

 

For more detailed information about these process, you can refer below articles:

Keep me posted if you have any other questions when adding or matching downloaded transactions. I'm always here to answer it for you.

tdewe
Level 1

How do I bill a customer for an imported bank transaction?

Thanks-however I don't have the billable tick box.

 

I tried to follow the steps in the last link you sent to edit the settings, however I don't have the options that are referred to.

JenoP
QuickBooks Team

How do I bill a customer for an imported bank transaction?

Hi there, tdewe.

 

The Billable Expenses feature is only available in QuickBooks Online Plus. You might want to upgrade your subscription if you're using Simple Start or Essentials. Here's how: 

  1. Go to the Billing and Subscription tab of the Account and Settings window.
  2. In the QuickBooks Online section, select Upgrade
  3. Look for Plus and click Upgrade.
  4. Enter your payment information and click Save.

You can also see a video tutorial in this article: Upgrade Your QuickBooks Online Subscription.

 

I'll be around if you have other questions. 

 

ljarrett62785
Level 1

How do I bill a customer for an imported bank transaction?

When in the Invoice screen is there a way to add the "Product/Service" field when adding a billable expense you already added from Bank Feeds? Every time I try to add "Product/Service" it clears out all of the description and amount fields in the for the Invoice and I would have to re-enter everything, including the amount.