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How do you track a the customer expenses?
You use to be able to add a "Customer" when entering a expense/bill, but there is no longer that option.
Solved! Go to Solution.
Hello, SashaCooper.
Let’s make sure that your settings to Make expenses and items billable and Track expenses and items by customer are turned on.
If you’re unable to track expenses for customers after following the steps above, I’d recommend contacting our support team. They can help you investigate the root cause of this issue to come up with the fix.
Thanks for dropping by!
Hello, SashaCooper.
You might have been using the Simple start or Essential version of QuickBooks. The option to make expense and items billable is only available in the Plus version.
You can upgrade your subscription by following the steps in this article: How do I upgrade my QuickBooks Online subscription?
If you have additional questions about QuickBooks, let us know. We’ll be happy to help.
how does this answer that question if we were able to do this before. was this something that was taken away by quickbooks essentials?
Hello, is this a feature that was taken away. Mine also does not allow me to do this anymore when before it did. i have quickbooks essential. I can no longer go through my bank records and tie out an expense to a payee, category & customer. I can only now tie my expense to the payee and category
Hi there, Mark Schulte.
I'm here to provide some additional clarification on your question regarding adding customers to expense transactions.
Entering billable expenses is currently available in the Plus version of QuickBooks Online. Since you've mentioned that you're able to do it before, I recommend contacting our Phone Support Specialists.
One of them will be able to pull up your account and review the list of subscriptions. They also have the tools to assist you further with adding a customer on an expense.
For the information on how you can reach them, please see this article: Get help with QuickBooks Online.
Please let me know if there's anything else I can do for you. The Community is here to help.
Hi,
We need to be able to track our expenses allocated to specific customers. This affects all our reports, profit and loss/ sales/commision.
I refuse to accept that Quickbooks online is unable to facilitate this otherwise what is the point of QB online??
Please assist urgently
Hello, SashaCooper.
Let’s make sure that your settings to Make expenses and items billable and Track expenses and items by customer are turned on.
If you’re unable to track expenses for customers after following the steps above, I’d recommend contacting our support team. They can help you investigate the root cause of this issue to come up with the fix.
Thanks for dropping by!
Hi,
We have managed to figure it out!
Thank you so much!!
Hi... is it doable with QB Premier 2019 desktop version. QB is not cheap and I believe it should be available.
Thank you
Hello Fadil!
The QuickBooks Desktop versions have more features actually than the online versions. I'll show you how to do billable expenses in QuickBooks Premier version.
Let's enable the option to make the time entries and expenses as billable.
After enabling the feature, you will see a CUSTOMER and a BILLABLE column when you enter time entries and expense transactions. All you need to do is select whom you want to bill an item to and put a check in the BILLABLE field. Example in the screenshot.
When you're ready to invoice the customer, just add the billable entries as shown below.
That will do it. You can read more about this feature by searching for "billable" in the Help (press F1) window.
If you have other questions, please don't hesitate to go back to this thread.
SashaCoopper
Can you share with the rest of us?
is there a way to assign an expense to an invoice?
Yes, there's away to assign an expense to an invoice, support-jlchapju.
In QuickBooks Desktop, you need to enter a billable expense and incur it to your customers.
We'll begin by setting up the preferences that'll allow us to mark expenses as billable and enter a markup percentage. Let me walk you through the steps on how to do it:
After we've set it up, allow me to guide you on how to enter an expense:
We're almost done. Now, we just need to create the invoice for the customer with the marked up amount. Here's how:
If you're using QuickBooks Online, check out this link for instructions and detailed steps: Enter billable expenses.
Keep me posted if there's anything else you need about this by commenting below. I'm always around to help you.
My challenge with expenses is I give my customer a flat rate with the estimated expenses included. So I don't pass the expense on to the customer, but I do want to track which invoice the expense was due to. How can I do that?
Hello there, @support-jlchapju.
QuickBooks has an array of reports that you can generate and customize to suit your business needs. However, the ability to run a billable expense report that shows the due date for both invoice and expense transactions. You need not to worry, you can run the Uninvoiced charges report.
I've got these articles to learn more about managing reports in QuickBooks Online (QBO):
Stay in touch if you have any other questions about billable expense, I'm always here to help. Have a wonderful day!
Hi!
I managed to turn on the option "mark expenses and items billable" but I couldn't move past that step. What I need is to filter all expenses to specific customers. How can I do that? We have far too many expenses to open each one individually.
We pay for the online version because desktop is not available anymore.
Any procedures or hacks are welcome! I will need to do that for most of our customers and it feels like it will take forever to do manually.
Thanks!
Hello there, @vventura.
I'm here to share some information on how you can filter all your billable expenses to specific customers in QuickBooks Online (QBO).
If the expenses assigned are Billable to your customers, we can add the Billable Expense Charge option from the Filters section to include them in the report. Follow these steps to proceed:
If the expenses aren't billable to your customers, you can run the Transaction Detail by Account report instead. This report lets you view expense transactions and the customers linked to them. Here's how:
Moreover, check out this article to learn more about how you can focus on the details that matter the most to you when you pull up reports in QBO: Customize reports in QuickBooks Online.
I've also included this resource for your reference in case you want to export your reports to Excel: Export your reports to Excel from QuickBooks Online.
I'll be around if you have other concerns related to running reports or managing expenses. The Community and I will be around to help you. Keep safe!
Need to look for some other software. They have removed most basic accounting functions from QBO simple and now are forcing you to pay 1000.00 a year for something that others do for only 30-40 a month. This is a piece of junk accounting package now. Would never have moved but lost my Desktop program and QB does not offer it anymore forcing you to pay. Oh and the double check the Desktop version they have $800 yr. It is really only Simple functionality. Just a scam to get you to QBO Plus $1020.00yr
Have to have Essential just to enter Bills and Pay in a Check run. $55 $660 year
Have to have Plus to track customer expense and job costing. $85 $1020 year.
all for simple account practices. Oh and you can bet that pricing will only go high every year.
Finding something else.
This is unreal. I'm definitely jumping ship while I'm still early in my self-employed business. Can't stomach giving QBO this much money per year for BASIC accounting features. I'm done.
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