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dawnpankiw
Level 1

How do I add a billable box in the category details and a customer box so I can assign it to a customer?

 
1 Comment 1
AndréB
Level 7

How do I add a billable box in the category details and a customer box so I can assign it to a customer?

Hey dawnpankiw,

 

Making your expenses billable is a simple and effective way to keep track of how much you're spending on your customers. You'll always have clear insight into your costs, with the ability to invoice your customer for these. QuickBooks Online Plus streamlines this process, so you can activate the function at any time. I'll be happy to guide you through the setup. 

 

Before going forward, it's important to note that this advanced feature is unlocked with the QuickBooks Online Plus subscription. You can enable it in just a few easy steps:

  1. Go to Settings ⚙, then select Account and Settings.
  2. Go to the Expenses tab.
  3. From the Bills and expenses section, select Edit ✎.
  4. Select the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer
    • Make expenses and items billable
  5. (Optional) Set up the following:
    • Markup rate
    • Billable expense tracking
    • Sales tax charge
    • Bill payment terms
  6. Select Save, then Done.

You already seem to have a solid grasp on how this is used on your expense transactions, but here's a great article filled with useful information: Enter billable expenses

 

I've got your back, so feel free to reach out any time you want help!

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