Just moved over to Quickbooks online. I'm a Sole Proprietor who mainly uses Quickbooks to track income and expenses, invoice and track payments, banking and to run general reports for my account at tax time. So, I signed up at the Simple Start level, which I would assume all Sole Proprietors and real small business would do. Mostly, it seemed like the right fit until I hit Billable Expenses.
Why are Billable Expenses not included at the Simple Start level? They are clearly a function of Invoicing which is clearly part of Simple Start.
Thanks for reaching out to us here today, @RyanC3PO.
Let me share some insight about QuickBooks subscription. The bill management feature is only available for QuickBooks Essentials, Plus, and Advanced. While this option isn't available on your subscription, you can upgrade to a higher QuickBooks plan or look for a third-party application for bill management.
Feel free to visit our website to view plan comparisons. Here's the link: Plans for every kind of business.
You can also check out this link to search for an application: QuickBooks App Store.
In case you need help with other QuickBooks-related tasks, feel free to browse this link. It contains topics with articles to guide you along. Just choose for a title that fits your concern: Help Articles for QuickBooks Online.
Know that you're always welcome to reply to this thread if you have other questions or concerns with billable expenses or with your subscription. Take care and have a nice day ahead.
Hey ShiellaGraceA. Thanks for the quick reply.
I completely understand that bill management is not included included at the Simple Start level and took that into account when I decided to go with Simple Start. But, Billable Expenses are a function of Invoicing in Quickbooks, not bill management.
I am a small businessman and I have two questions related to QuickBooks.
1. I have purchased a paid version of QuickBooks for my business but I am unable to understand the user interface of this software. I need some guidelines for its use.
2. I have a website which is for my business I want to add my website with QuickBooks. Is there any possibility to do this?
Hi there, @shawnjuli78.
Thanks for choosing QuickBooks. I'm here to lend a hand.
To ensure I'm on the same page, may I know what specific interface are you trying to access? Any additional information will help us better understand the challenges that you're having right now.
Which paid version of QuickBooks do you have right now? For your second question, you can integrate your website to QuickBooks by using the QuickBooks connector that is available for Desktop.
To learn more about the web connector, check out this article: Set up QuickBooks Web Connector
If you're using QuickBooks Online you can visit the Intuit Developer Forum. They can help you with verifying the integration of your website. Here's how:
To learn more about the QuickBooks products, check this link. https://quickbooks.intuit.com/products/.
Please feel free to reach out for any of your QuickBooks needs. I'll keep an eye out for your response.
Hey AbegailS. I'm new to the community, so not certain how things work here.
Is it normal for the original question of a thread be ignored, and a new question and discuss happen instead?
Is there any way this new question and discussion can be separated into a new thread and the original question be addressed?
Is there is something else I should be doing? Please advise.
We are trying to resolve some of these Billable Expense issues with our clients in QBO. Going into the bill that triggered these and double clicking on the View button to remove the billable expense does remove the billable tag. However, my question is, how would this affect prior periods? We have things marked as billable going back to 2012 that we are trying to clean up for this client. I get a warning after turning them off on a bill and have stopped since I don't know what the repercussions will be.
Can anyone enlighten me on how this will affect prior accounting periods and is there a work around to resolve these in prior periods without causing chaos?
Good to see you in the thread, @jeffstuber-winchester.
Making any changes will affect transactions from closed periods and could also affect previous financial reports. With this, I suggest contacting your accountant for further instruction and guidance to ensure your books won't be messed up. You can use our "Find an Accountant" tool if you don't have one.
To better guide you in reconciling your account, I recommend visiting these articles:
Please let us know if you have any additional questions or concerns. We're always around to help you out. Take care and stay safe!
I removed all of my Billable Expense check marks with no impact to my records. My Billable Expenses were not actually billed, so they were actually being carried as Open Billables. If the Billable Expenses you are working with were actually billed, I would guess that would be an issue.
MirriamM: We are an accounting firm and don't want to just go clicking boxes in our clients books to fix things without knowing what potential impact there might be. We have learned how to turn this feature off for future items, but are wanting to clean up old items for them to close some projects.
If we unclick the billable box for a 2019 transaction, what impact or outcome will that have on their 2019 books? That is what we want to know before we do it.
I appreciate you for getting back to us, Jeff. I've come to share additional details to clear things out for you.
Once you unclick the billable box for a transaction, it will no longer be marked as billable. Unchecking these billable expenses from 2019 transactions won't affect any old items or entries. Thus, this won't be included in any unbilled charges or invoices generated using the billable expense feature.
Also, the account associated with the transactions will no longer be marked as billable. Even without modifying the data or amounts entered on the transactions, these won't affect any previous periods and will only be updated for future reporting purposes.
Furthermore, you'll want to utilize running reports in your client's accounts to ensure their transactions and other financial data are accurate and balanced.
You're always welcome to reply in this forum if you have other QuickBooks concerns. We'll gladly assist you at any time. Have a good one!