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Level 2

Customer tracking on expenses

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
Best answer January 15, 2019

Best Answers
Highlighted
Anonymous
Not applicable

Customer tracking on expenses

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.

  1. Click the Gear icon at the top.
  2. Select Accounts and Settings
  3. Click Expenses from the left menu.
  4. Select the pencil icon in the Bills and expenses section.
  5. Turn on Track expenses and items by customer and Make expenses and items billable.

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!

View solution in original post

9 Comments 9
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Anonymous
Not applicable

Customer tracking on expenses

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.

Highlighted
Level 1

Customer tracking on expenses

how does this answer that question if we were able to do this before. was this something that was taken away by quickbooks essentials?

Highlighted
Level 1

Customer tracking on expenses

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

 

Highlighted
Moderator

Customer tracking on expenses

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.

Highlighted
Level 2

Customer tracking on expenses

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

Highlighted
Anonymous
Not applicable

Customer tracking on expenses

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.

  1. Click the Gear icon at the top.
  2. Select Accounts and Settings
  3. Click Expenses from the left menu.
  4. Select the pencil icon in the Bills and expenses section.
  5. Turn on Track expenses and items by customer and Make expenses and items billable.

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!

View solution in original post

Highlighted
Level 2

Customer tracking on expenses

Hi,

 

We have managed to figure it out!

 

Thank you so much!!

Highlighted
Level 1

Customer tracking on expenses

Hi... is it doable with QB Premier 2019 desktop version. QB is not cheap and I believe it should be available.

 

Thank you

Highlighted
QuickBooks Team

Customer tracking on expenses

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.

  1. From the Edit menu, select Preferences.
  2. Go to Time & Expenses.
  3. Click on Company Preferences.
  4. Place a check in the Make all time entries billable and Mark all expenses as billable checkboxes. Please note that these options will not automatically mark the existing entries as billable. You still have to enable it on the transaction pages.
  5. Click OK.

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.

 

billable expense and time entries.PNG

 

When you're ready to invoice the customer, just add the billable entries as shown below.

 

Add time and cost to invoices or sales receipts.PNG

 

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.

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