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That's really helpful thanks @JessT I think that documentation is out of date though or there's a setting I'm missing...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