Does anyone know how to assign a bill to a customer?

It's nice to have you here in the Community, Kathryn Brady,

Let me point you in the right direction on how to assign a bill to a customer.

To start with, make sure that Billable Expense feature is Turn on. Here's what you'll need to do:

1. Click the Gear icon at the top.
2. Select Account and Settings.
3. Go to Expenses tab, then go to Bills and expenses section.
4. Click the pencil icon and put a check mark  for the following: Show Items table on expense and purchase forms, Track expenses and items by customer, and Make expenses and items billable.
5. Click Save.
6. Click Done.

To assign a Bill to a customer, here's how:

1. Click the Plus icon at the top, then choose Bill.
2. Enter the Supplier, Bill date, and Due date.
3. In the Account or Product/Service field, choose the expense account or product/service for the item or service you purchased for the customer.
4. Enter the cost of the items in the Amount field, and Description.
5. Choose a customer to be billed for the item or expense from the Customer drop-down.
6. Choose the Billable checkbox.
7. Enter a Markup percentage, then if you need to charge tax for the item or service, select the Tax checkbox.
8. Click Save and close.

For additional reference, you can check out these articles:

• How to enter billable expenses
• How to remove a billable expense charge

That's it! By following the steps above, you're now able to assign a Bill to a Customer.

Please let me know if I can be of additional assistance in managing your transactions, I'm always here to help. Have a good day!

Hi Mirriam. Thanks for your reply.  I have followed your instructions to make sure I have the billable expense feature turned on, but I do not have the pencil icon to allow me to make changes to the bills and expenses section.  The only option I can amend is the default bill payment terms.  Do I need to do something else first please?

Hi Raymond.  Thanks for your reply.  I have Essentials.  

What I am trying to do is when I enter a bill, which my company will pay, I want to be able to assign that bill to a customer so when I invoice the customer I can recover the moneys for the bill we paid.

I have previously been using a desktop version of QuickBooks Pro but have recently had to transfer over to an online version.  I was able to perform this function on the desktop version.

Thanks

Kathryn

"Just to confirm, are you using the Simple Start version? If so, this maybe the reason you're unable to see the Pencil (Edit) icon on the Bills and expenses section. "

@RaymondJayO  @Kathryn Brady 

With Essentials, it's only billable hours from the timesheet feature included, but the billable expense to the customer feature is not included.

Hello there, @vpcontroller,

Thanks for your clarification about the comparison of billable hours between Essentials and Plus versions. I've already updated the sentence above. 

Thanks for being a part of our QuickBooks Community, @vpcontroller. Cheers!

No all Quickbooks versions allows you to do what you just explained! For example Quickbooks Essential does not have the billable expense feature.  There has to be a better way!!!

Thanks for joining us here, @Julia143.

Allow me to provide some information about assigning a bill to a customer in QuickBooks Online.

To enter your billable expense, you'll have the option to create a journal entry since assigning a bill to a customer isn't available in QuickBooks Simple Start and Essential versions.

However, to ensure the best course of your business, I'd suggest reaching out to your accountant. Also, our developers are constantly working to improve our products. I'd encourage you visiting our QuickBooks Online to be updated with our latest news and product developments.

If you need assistance that needs live technical support, you may reach out to our Customer Care Team. 

Please know that I got you covered should you need anything else with QuickBooks. Have a good day!