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thomaslove
Level 2

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

Is it only contained within that tool or does it link to the rest of the software?  It doesnt seem to appear under payroll under mileage reimbursement or chart of accounts in the mileage allowance section. Does this have to be re-entered manually?
Solved
Best answer January 13, 2020

Accepted Solutions
JessT
Moderator

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

That tool is purely for mileage tracking purposes only, thomaslove. It's not connected to any transactions or accounts.

 

If you want to do invoicing or bills for mileage you've tracked, you can create a Mileage item and an account for it. Then, use the item to your invoices or bills. You can check out the detailed steps in this article: Manually track mileage for multiple vehicles.

 

If you have other questions in mind, you can always go back to this thread.

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JessT
Moderator

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

That tool is purely for mileage tracking purposes only, thomaslove. It's not connected to any transactions or accounts.

 

If you want to do invoicing or bills for mileage you've tracked, you can create a Mileage item and an account for it. Then, use the item to your invoices or bills. You can check out the detailed steps in this article: Manually track mileage for multiple vehicles.

 

If you have other questions in mind, you can always go back to this thread.

thomaslove
Level 2

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

That's really helpful thanks @JessT  I think that documentation is out of date though or there's a setting I'm missing...

 

I've managed to go through steps 1 and 2 alright. Step 3 there's not the option to select "I purchase this product/service from a supplier." but it can still be created but when I get to step 4 there's no way to add a product, quantity or rate to a new bill. (only category, description and amount).

 

I've checked "Account and Settings" and there doesn't seem to be a way to show these fields.

 

Any ideas?

Jen_D
Moderator

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

Thanks for providing us an update about setting up mileage in QBO, @thomaslove,

 

You will see the I sell this product/service to my customers option in the Description section of Non-stock and Service items. See this illustration:

 

If you don't see this option, it's possible that you have selected Stocks and Bundles as the product type. Try to set up a new item in private browsing and see if it does the same thing there. Here's how:

 

Google Chrome: press Ctrl Shift N  
Mozilla Firefox: press Ctrl Shift P
Internet Explorer: press Ctrl Shift P
Safari: press Command Shift N

 

If it works, clear the browser's cache to remove the history or log files so you can start with a clean slate.

 

With regards to your other question about being unable to assign items on transactions, you will need to enable this in the company settings. Follow the steps below:

 

  1. Go to the Gear icon and select Accounts and Settings.
  2. Click the Expenses menu and click on Bills and expenses.
  3. Mark the Show Items table on expense and purchase forms box.
  4. Hit Save, then Done.

Let me know if it resolves the problem, thomaslove. I want to make sure you're all set and I'm here if you need further help. Have a good one!

thomaslove
Level 2

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

Hi @Jen_D, sorry still no luck from this end. See attached screenshots.

 

Tried clearing cache, cookies, and history from Firefox 72.0.1 and Safari 13.0.4 on MacOS 10.14.6 and still not seeing either of those options. Also logging in and logging out between attempts.

 

I'm on QuickBooks Online (Essentials). Let me know if you have any ideas!

 

Screenshot 2020-01-14 at 00.51.57.png

 

Screenshot 2020-01-14 at 00.49.04.png

Jen_D
Moderator

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

Glad to hear back from you, thomaslove,

 

Since you already did the recommended troubleshooting steps but to no avail, I would recommend contacting our phone support representatives directly.

 

Our representatives can provide additional technical support with this unexpected problem. They can also create an investigation specifically for the missing I sell this product/service to my customers option in the Product/Service setup.

 

Here's how to get our contact information:

  1. Click the (?) Help menu at the top right section of your QBO Dashboard.
  2. Tap the Contact us button.

 

 

 

I appreciate your time today. Kindly update me on how the call goes as I want to make sure you're all set. I'll be around if you need further assistance, just leave a comment below to notify me. Have a good one!

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