Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer February 11, 2020
Solved
Best Answers
Hello gmer10,
Welcome and thanks for joining us! Billable expenses are a useful tool in QuickBooks Online Plus accounts that allow you to keep track of costs incurred by the business that you'll then need your customer to pay for afterward. I can help explain what's going on.
When you're creating a bill and using the Item section, the Product/Service and related information should automatically be populating on the sales form to your customer. If it's not, there may be a problem that we'll want support to look into further.
I have a feeling what you may be referring to is when you're using the Category details section of an expense or bill and you're looking for that information to automatically populate on the sales form. Information you enter into the Description section will, but the category itself doesn't appear on the sales form because it's not a product or service. Rather, these categories are linked to expense accounts in your Chart of Accounts and a sales form wants a product or service. This is why entering a product or service overwrites the information you've entered: because the expense account is separate from it.
To help with this, I recommend using the Description section of the expense or bill to fill in the information you want your customer to see. Since these automatically copy over, it should help cut down on the time you're spending filling the information in. You can also use the Item section on an invoice to choose products and services that already exist if you're looking to bill your customers specific items.
Check out my screenshots below to see what I mean by my above explanations. The first is how the billable expenses appear on the expense form.
This second image is how these two items appear on an invoice.
I hope that helps clarify how this feature works and why. You can clear more about billable expenses here: Enter billable expenses
Give me a shout if you have further questions. Enjoy your day!
Hello gmer10,
Welcome and thanks for joining us! Billable expenses are a useful tool in QuickBooks Online Plus accounts that allow you to keep track of costs incurred by the business that you'll then need your customer to pay for afterward. I can help explain what's going on.
When you're creating a bill and using the Item section, the Product/Service and related information should automatically be populating on the sales form to your customer. If it's not, there may be a problem that we'll want support to look into further.
I have a feeling what you may be referring to is when you're using the Category details section of an expense or bill and you're looking for that information to automatically populate on the sales form. Information you enter into the Description section will, but the category itself doesn't appear on the sales form because it's not a product or service. Rather, these categories are linked to expense accounts in your Chart of Accounts and a sales form wants a product or service. This is why entering a product or service overwrites the information you've entered: because the expense account is separate from it.
To help with this, I recommend using the Description section of the expense or bill to fill in the information you want your customer to see. Since these automatically copy over, it should help cut down on the time you're spending filling the information in. You can also use the Item section on an invoice to choose products and services that already exist if you're looking to bill your customers specific items.
Check out my screenshots below to see what I mean by my above explanations. The first is how the billable expenses appear on the expense form.
This second image is how these two items appear on an invoice.
I hope that helps clarify how this feature works and why. You can clear more about billable expenses here: Enter billable expenses
Give me a shout if you have further questions. Enjoy your day!
I am having this same issue. My product/service field remains blank for the expense items. I do included a description, so the line item is not completely blank (as you suggested). However, my issue is that when I run my product/service report all of the expenses that I have billed out to my customers (the lines within my invoices with a blank "product/service" field) they are all categorized under a "Not Specified" category within my report. This is also not a MAJOR issue, but something I would prefer to be included in some sort of category - even if i have to create a new one for these types of transactions. My MAIN CONCERN is when I bill the customer the sales taxes are not accurate. Because the line does not have a designated "product/service" the sales taxes are shown as "Uncategorized - Standard Tax Rate Applied." I discovered this when I was checking off the "Tax" box within the invoice and the sales tax remained at $0.00. I have also tried to figure a way to assign sales tax for these uncategorized product/service lines within the invoice, but I was not able to get this figured out.
**BELOW IS AN EXAMPLE INVOICE FOR YOU TO SEE WHAT I AM SEEING. THE PRODUCT/SERVICE FIELDS ARE BLANK FROM THE BILLABLE EXPENSE ITEM, EACH LINE IS CHECKED OFF AS TAXABLE. THE SALES TAX TOTAL AT THE BOTTOM OF THE INVOICE SHOWS $0.00. SEE THE NEXT SCREENSHOT FOR THE INFO I AM SHOWN WHEN I CLICK ON "SEE THE MATH" FOR THE SALES TAXES.
**THIS IS A SCREENSHOT OF THE WINDOW I AM SHOWN WHEN I CLICK "SEE THE MATH" WITHIN THE INVOICE NEAR THE SALES TAXES -- IT SHOWS ME THAT THE CUSTOMER IS NOT TAX-EXEMPT, THE STANDARD TAX RATE IS 10.45%, AND UNDER THE PRODUCTS/SERVICE CHART IT SHOWS THE TWO LINE ITEMS IN MY INVOICE AND DIRECTLY UNDER BOTH IT SAYS " UNCATEGORIZED - STANDARD RATE APPLIED" AND SHOWS $0.00. I AM ABLE TO OVERRIDE THIS AMOUNT, BUT THIS WILL BECOME A HUGE HEADACHE WHEN I PAY MY SALES TAXES AND HAVE TO DO THIS FOR EVERY INVOICE THAT I CREATE WITH BILLABLE EXPENSES.
