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sbai-me-com
Level 1

Have QBO Plus, which allows function "billable expenses". We plan to downgrade to QBO Essential. Will the downgrade badly impact the billable expenses ALREADY BOOKED?

 
Solved
Best answer September 12, 2021

Best Answers
jamespaul
Moderator

Have QBO Plus, which allows function "billable expenses". We plan to downgrade to QBO Essential. Will the downgrade badly impact the billable expenses ALREADY BOOKED?

Hello, sbai-me-com.

 

I have the details you need regarding the impact on billable expenses when downgrading. 

 

The downgrade won't severely impact the transactions already booked. There are several things that will happen to the billable expense transactions. 

 

The first thing you would notice is that you won't be able to use the Billable Expense feature. Though, the invoices, expenses and the Billable Expense Charge transactions will still appear on your books. 

 

To further elaborate, those expenses marked as billable will no longer have the customer mapped to it. Plus, the Billable column will disappear. 

 

Though, the Billable Expense Charge transactions are still mapped between the expense and the sale forms.

 

Here's a visual guide: 

 

downgrade1.PNGdowngrade2.PNGdowngrade3.PNG

 

Before downgrading, you might want to check this article for the details: Upgrade or downgrade your QuickBooks Online subscription (expand the Downgrade your subscription section). 

 

When you're ready to downgrade, you can follow the steps from the article I've hyperlinked. 

 

Need to work on your reconciliation after downgrading? This article can help you with the process: Reconcile an account in QuickBooks Online.

 

If you have any other questions regarding the features and functions in one of QuickBooks Online's plans, please let me know. I'm willing to share some more details with you. I'll see you next time.

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4 Comments 4
jamespaul
Moderator

Have QBO Plus, which allows function "billable expenses". We plan to downgrade to QBO Essential. Will the downgrade badly impact the billable expenses ALREADY BOOKED?

Hello, sbai-me-com.

 

I have the details you need regarding the impact on billable expenses when downgrading. 

 

The downgrade won't severely impact the transactions already booked. There are several things that will happen to the billable expense transactions. 

 

The first thing you would notice is that you won't be able to use the Billable Expense feature. Though, the invoices, expenses and the Billable Expense Charge transactions will still appear on your books. 

 

To further elaborate, those expenses marked as billable will no longer have the customer mapped to it. Plus, the Billable column will disappear. 

 

Though, the Billable Expense Charge transactions are still mapped between the expense and the sale forms.

 

Here's a visual guide: 

 

downgrade1.PNGdowngrade2.PNGdowngrade3.PNG

 

Before downgrading, you might want to check this article for the details: Upgrade or downgrade your QuickBooks Online subscription (expand the Downgrade your subscription section). 

 

When you're ready to downgrade, you can follow the steps from the article I've hyperlinked. 

 

Need to work on your reconciliation after downgrading? This article can help you with the process: Reconcile an account in QuickBooks Online.

 

If you have any other questions regarding the features and functions in one of QuickBooks Online's plans, please let me know. I'm willing to share some more details with you. I'll see you next time.

Fiat Lux - ASIA
Level 15

Have QBO Plus, which allows function "billable expenses". We plan to downgrade to QBO Essential. Will the downgrade badly impact the billable expenses ALREADY BOOKED?

@sbai-me-com 

Check your PM. Hope it helps.

sbai-me-com
Level 1

Have QBO Plus, which allows function "billable expenses". We plan to downgrade to QBO Essential. Will the downgrade badly impact the billable expenses ALREADY BOOKED?

Thank you very much! Very helpful!

MonicaM3
Moderator

Have QBO Plus, which allows function "billable expenses". We plan to downgrade to QBO Essential. Will the downgrade badly impact the billable expenses ALREADY BOOKED?

Thanks @sbai-me-com!

 

Feel free to drop into the Community any time you have a question about your QBO. We're always happy to help.

 

Have a great day.

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