cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
userhello1
Level 1

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

 
Solved
Best answer October 15, 2020

Accepted Solutions
Mark_R
Moderator

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

I appreciate you getting back to us and providing a screenshot of your concern, @userhello1.

 

Allow me to provide additional information on showing items table on expense transactions and help you from there.

 

The Show Items table on expense and purchase forms option is currently available in the QuickBooks Online Plus version. Since you've stated in your original post that you're using the Essentials version, you can consider upgrading your QuickBooks subscription. This way, you'll be able to add items and quantities to an expense transaction.

 

Once you're ready to upgrade your subscription, please follow the steps below:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Go to the Billing & Subscription menu.
  3. Select Upgrade your plan in the QuickBooks Online section.
  4. Choose the Plus plan, then click Upgrade.
  5. Confirm your payment information and select Save.

I'm adding this article for more details: Upgrade your QuickBooks Online subscription.

 

You might also want to check out this article to learn how to record the most frequently used transactions: Record commonly-used transactions.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

View solution in original post

6 REPLIES 6
GeorgiaC
QuickBooks Team

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

Hello and Welcome to the Community, userhello1 :waving_hand:

 

To do this, please first enable the 'Item details' table by going to the Cogwheel > Account & Settings > Expenses > Bills and expenses > Tick 'Show Items table on expense and purchase forms'.

 

After this, you'll be able to enter the stock items and quantity for purchases. :hugging_face:

userhello1
Level 1

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

Thank you for your reply - that option is not available to me.

Please see attached

Mark_R
Moderator

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

I appreciate you getting back to us and providing a screenshot of your concern, @userhello1.

 

Allow me to provide additional information on showing items table on expense transactions and help you from there.

 

The Show Items table on expense and purchase forms option is currently available in the QuickBooks Online Plus version. Since you've stated in your original post that you're using the Essentials version, you can consider upgrading your QuickBooks subscription. This way, you'll be able to add items and quantities to an expense transaction.

 

Once you're ready to upgrade your subscription, please follow the steps below:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Go to the Billing & Subscription menu.
  3. Select Upgrade your plan in the QuickBooks Online section.
  4. Choose the Plus plan, then click Upgrade.
  5. Confirm your payment information and select Save.

I'm adding this article for more details: Upgrade your QuickBooks Online subscription.

 

You might also want to check out this article to learn how to record the most frequently used transactions: Record commonly-used transactions.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

Jen W
Level 1

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

I am also having to enter quantity of expense items into my QuickBooks Online Essentials. It should be a very simple table to include on the expense screen. It is ridiculous that we have to upgrade our plan to record item counts. For example, if our company buys 5 of the same item, I have to enter said item on 5 separate lines with the exact same information. This is so redundant and annoying. This issue needs to be fixed without having to pay more money to upgrade my account.

SamC14
Level 1

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

Hi, I am having the same issue. I have a QBO Plus subscription. I have followed these steps and ticked the box - Show Items table on expense and purchase forms, however this hasn't changed any settings and I still can't see a quantity field on my new bills. 

Can you help?

MirriamM
Moderator

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

Hi there, @SamC14. Good to see you on the thread.

 

Once you turn on the Show Items table on expense and purchase forms option, the system will add a Product/Service table on expense and purchase forms so you can itemise products and services. Since you're still unable to see a quantity field on your new bills after turning it on, let's try performing some troubleshooting steps to get this fix.

 

There are times that the browser stores frequently-accessed data, thus causing QuickBooks Online (QBO) to act weirdly. Let's try logging in to your QBO account using a private browser.

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari.

 

Once logged in, go back and try to create a bill and see if it's now showing. If this works, you need to clear the browser's cache so the system can start fresh. However, if you get the same result while using a private browser, I recommend switching to a different one. 

 

Additionally, here is an article with a video tutorial tha you can refer to when creating a bill and recording bill payments: Enter bills and record bill payments in QuickBooks Online

 

If you have any further questions about QuickBooks, the Community will always be there to help. Take care always.

Need to get in touch?

Contact us