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graham kobicomm
Level 1

Linking expenses to client invoice

Can someone tell me how I can link some expenses incurred to a client monthly invoice?

I want to be able to invoice my client for a monthly charge plus any expenses incurred.

Thanks

Solved
Best answer May 12, 2022

Accepted Solutions
KlentB
Moderator

Linking expenses to client invoice

Thanks for getting back to us, graham kobicomm.

 

Let me share additional information about the billable expense option.

 

Please know that this feature is only available in the QBO Plus. If you're using the Simple Start or Essential version, you may need to upgrade your plan to be able to utilize this option. Feel free to read this article to be guided in doing it: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you're all set up and ready, follow these steps to turn on billable expense tracking:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Head to the Expenses tab.
  4. From the Bills and expenses section, click the Edit icon.
  5. Turn on the Show Items table on expense and purchase formTrack expenses and items by customer, and Make expenses and items billable option.
  6. Click Save, then Done.

For more tips on tracking your expense transactions, I recommend reading these articles:

 

 You can always find me here if you have any other concerns or questions. Have a great rest of the day.

View solution in original post

8 REPLIES 8
GeorgiaC
QuickBooks Team

Linking expenses to client invoice

Hi Graham, thanks for joining the Community :) - if you're using QB Online Plus you can record the expense as billable, this will then allow you to add the expenses to the client invoice. 

graham kobicomm
Level 1

Linking expenses to client invoice

Hi Georgia,

i am using standard Quickbooks Online and do not see an option to record the expenses as billable?

Thanks

Graham

KlentB
Moderator

Linking expenses to client invoice

Thanks for getting back to us, graham kobicomm.

 

Let me share additional information about the billable expense option.

 

Please know that this feature is only available in the QBO Plus. If you're using the Simple Start or Essential version, you may need to upgrade your plan to be able to utilize this option. Feel free to read this article to be guided in doing it: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you're all set up and ready, follow these steps to turn on billable expense tracking:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Head to the Expenses tab.
  4. From the Bills and expenses section, click the Edit icon.
  5. Turn on the Show Items table on expense and purchase formTrack expenses and items by customer, and Make expenses and items billable option.
  6. Click Save, then Done.

For more tips on tracking your expense transactions, I recommend reading these articles:

 

 You can always find me here if you have any other concerns or questions. Have a great rest of the day.

drtyaty
Level 1

Linking expenses to client invoice

What a bunch of garbage. You mean to tell me that there is no way to associate a payments with a client in the essentials package, which is an essential element of any accounting software? This should be included as part of the essentials package, and I cannot believe that it is not. I recently just migrated to Quickbooks online from Quickbooks desktop, but I may have to reevaluate whether or not I even want to continue my relationship with QB if this is accurate. Why would this essential function of an accounting program not be included in the Essentials bundle?

 

I think I am going to ask for a refund and revert back to QB Desktop for find a new accounting software all together. Get it together Intuit. I am extremely unhappy about this revelation.

JamaicaA
QuickBooks Team

Linking expenses to client invoice

Hi there, @drtyaty.

 

I've read the thread and understand that you're having difficulties using QuickBooks Online. We're thankful that you've chosen to work with us despite the new changes. Rest assured that we're here to help you overcome any challenges you'll face within the product.

 

Please know that QuickBooks Desktop for our UK customers and support will end on June 30, 2023. This means there will be no more updates, and you will have to troubleshoot all the issues manually. Don't worry, it's not a farewell, but a beginning of something new.

 

Feel free to read about QuickBooks Desktop discontinuation support hub. This might include the answers of your outstanding questions about the software.

 

You'll want to consider exploring other QuickBooks Online versions. You have the option to use a free trial subscription so you can choose which one best suit your needs. If you're interested, check out this link to compare the features highlighted for each of them: QuickBooks Plans & Pricing.

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You can visit this article to learn how to set up your company file: Get started with QuickBooks Online.

 

In case you'd still want to request for a refund, I recommend contacting our Support Team. They can help you verify if you're eligible for it. If so, they can help you go through the process.

 

If you have any other QuickBooks-related concerns, add them below. It'll be our pleasure to help you further. Stay safe. 

drtyaty
Level 1

Linking expenses to client invoice

This functionality is an essential part of any accounting software and should have been included with the "essentials package". I cannot believe it is not, and that Intuit would have the audacity not to include it as part of its "essentials" package.

 

The company has already upcharged its clients gigantically when migrating from desktop to online. Furthermore, with a switch to online, I am only allowed to bring 1 company per online subscription. So, if I was previously utilizing Quickbooks desktop for more than 1 company, Intuit is now trying to collect a subscription for each company I wish to migrate. For customers who do not like the offerings of the online version, there is also now the fee Intuit is collecting as a result of requiring an online subscription of $540 annually for its desktop version; clients who previously did not appreciate the necessity of upgrading annually (and, why should they when new upgrades are not offered annually) are now required to do so.

 

I am surprised that so many customers just blindly keep forking over their hard-earned money to this company that keeps finding new ways to extort its customer base. Bottom line, this ability to pass expenses on to client jobs (what online is now apparently calling "projects" should, without question, be included with the essentials package. The fact that the company did not include it is further evidence about how badly Intuit wishes to increase its revenues, while badly sticking it to its clients.

 

I believe its time for me to explore other accounting software, after being a QB customer for nearly 20 years. If I do chose a new system, you can be assured that I'll be doing it while waiving both my fingers high in the air.

sammisixx
Level 2

Linking expenses to client invoice

Hi - I've attached billable expenses to customer invoices and the system is including this amount from my invoices in my VAT calculations - they are items that I haven't paid nor charged VAT on (it's postage) so now I'm confused as to why I'm being charge a VAT amount on these amounts as though they are income? No mark up added - just a straight like-for-like payment of out of pocket expenses to my customer. How can I tell the system to treat these as a pass-through expense rather than income? Thanks, Sam

Ashleigh1
QuickBooks Team

Linking expenses to client invoice

Hello Sammisixx, You can put no VAT on the billable expense if that is how it should be recorded so then no vat is taken for that item. 

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