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Level 1

Marking expenses billable not working

Hello,

 

My billable feature not working . It doesn't allow me to put the check mark.  The square doesn't even appear.

 

Can you please advise.

 

Thank you.

 

 

Solved
Best answer February 11, 2019

Best Answers
Highlighted
QuickBooks Team

Marking expenses billable not working

Hi there, Isabel Singer.

 

I'm glad you've reached out to us. Let me help ensure you're able to use the billable expense feature in QuickBooks Desktop for Mac.

 

In order to use the billable expense feature, you'll need to set it up first in your QuickBooks preferences. Let me walk you through the steps:

  1. At the top menu bar, click Edit.
  2. Go to the Preferences.
  3. Select Time & Expenses.
  4. Click Company Preferences.
  5. Make sure to put a checkmark on Mark all expenses as billable.
  6. Click OK

Once done, you can now create a transaction and make sure to fill in all of the information to appear the billable square box option.

 

If you need further assistance with the steps, you can contact our QuickBooks Desktop Mac Support. They have the tools to do a screen share. 

 

Here's how you can contact our phone support:

  1. Follow the Official Intuit Contact link.
  2. Select your QuickBooks product.
  3. Select an issue type from the menu below, you need only to select two options for the contact information to appear.
  4. Click Get Phone Number at the bottom.

This will get you on the right track. Please know that I'm just a post away if you have any other questions about the billable feature. Wishing you and your business continued success. 

View solution in original post

24 Comments 24
Highlighted
QuickBooks Team

Marking expenses billable not working

Hi there, Isabel Singer.

 

I'm glad you've reached out to us. Let me help ensure you're able to use the billable expense feature in QuickBooks Desktop for Mac.

 

In order to use the billable expense feature, you'll need to set it up first in your QuickBooks preferences. Let me walk you through the steps:

  1. At the top menu bar, click Edit.
  2. Go to the Preferences.
  3. Select Time & Expenses.
  4. Click Company Preferences.
  5. Make sure to put a checkmark on Mark all expenses as billable.
  6. Click OK

Once done, you can now create a transaction and make sure to fill in all of the information to appear the billable square box option.

 

If you need further assistance with the steps, you can contact our QuickBooks Desktop Mac Support. They have the tools to do a screen share. 

 

Here's how you can contact our phone support:

  1. Follow the Official Intuit Contact link.
  2. Select your QuickBooks product.
  3. Select an issue type from the menu below, you need only to select two options for the contact information to appear.
  4. Click Get Phone Number at the bottom.

This will get you on the right track. Please know that I'm just a post away if you have any other questions about the billable feature. Wishing you and your business continued success. 

View solution in original post

Highlighted
Level 2

Marking expenses billable not working

This is NOT a solution for Quickbooks Desktop for Mac. Can someone help me with that? Right now the Billable column is not showing a box for me to check.

Highlighted
Level 2

Marking expenses billable not working

This is NOT an answer for QB Desktop for Mac 2019. Can someone provide an answer for that? My billable column has no checkbox.
Highlighted
Moderator

Marking expenses billable not working

Thanks for joining this thread, dancerla.

 

I'd like to bring clarifications to your concern on billable expense feature in QuickBooks Desktop for Mac.

 

At this time, enabling billable expense feature in QuickBooks Desktop for Mac is unavailable. I'll be bringing this suggestion to our developers team so they'll know your preference.

 

For now, allow me to share these resources to help you be more familiar with the features and functions of QuickBooks Desktop for Mac.

You can always reach us back if you have other concerns and I'd be glad to help you out.

Highlighted
Level 8

Marking expenses billable not working

You have made an entry in the customer/job column? Once that is done the billable box is automatically checked.

Highlighted
Level 1

Marking expenses billable not working

I have QuickBooks 2017 Premier addition.  I came in this morning to find that our billable? box is not working. Won't even tab to the box.   I thought maybe somehow it got turned off.  I went to edit, preferences, time & expenses, company preferences, and the mark all expenses as billable is check......so why has it suddenly not working????   Any ideas how to fix? 

Carol

[email address removed]

Highlighted
Moderator

Marking expenses billable not working

Thanks for reaching out to the Community, carolcaa.

 

When creating a billable expense, the box will only show when you have already selected a customer or job. If not, you won't be able to click on it or tab it.

 

Please follow the steps below:

  1. At the top menu bar, click Vendors.
  2. Select Enter Bills from the drop-down.
  3. On the Bill screen, add the needed details such the vendor name, account or items and make sure to select a customer or job and check the Billable box.
  4. Hit Save & Close.

image.png

If you're still unable to click the Billable box after selecting a customer, let's try repairing QuickBooks. This can help us resolve any performance issues you encounter while using the software.

  1. Restart your computer to close unnecessary programs interfering with QuickBooks.
  2. Back up your QuickBooks company file.
  3. Select Start and Control Panel.
  4. Choose Programs and Features. Then, hit Uninstall a program.
  5. Tick QuickBooks in the list of programs and choose Repair then Next.
  6. Wait for the Repair to complete.
  7. image.png
  8. Choose Finish,  then restart your computer if prompted.
  9. Lastly, download the latest QuickBooks release when you open QuickBooks.

For addition insights about the workflows in QuickBooks Desktop, please refer to these articles:

It's my priority help, so please let me know if you have any questions. I'm always available for you. I'm cheering you to continued prosperity.

Highlighted
Level 1

Marking expenses billable not working

This also isn't a solution for QuickBooks online. I've come across this video which explains how to turn on and use billable expenses, but those check boxes are not available to me. 

 

Is billable expenses a feature for all online subscriptions? 

 

Here is the 'Account and Settings' page from the video: 

How to Record Expenses: Billable & Reimbursable | QuickBooks Online Tutorial 2018 - YouTube.jpeg

 

And here are the options available in my 'Account and Settings'  page: 

 

Settings 2.jpeg

Highlighted
Moderator

Marking expenses billable not working

Tracking billable expenses is only available in the QuickBooks Online Plus and Advanced subscription, Dione.

 

You'll want to upgrade to this subscription if you need to track these expenses. You can follow the steps on that video once you've upgrade.

 

Check this article on how to enter a billable expense: Enter billable expenses.

 

I'll be here if you got additional questions.

Highlighted
Level 2

Marking expenses billable not working

Did anyone ever solve this for QB Mac?  The answers I see are for QB Desktop for PC and QB Online.  Anyone have an answer for QB Mac?

Highlighted
Moderator

Marking expenses billable not working

Welcome to the thread, @MDist.

 

Right now in QuickBooks Desktop for Mac, enabling the billable expense feature isn't an option. I can see how this feature would be beneficial to you and other businesses. Rest assured, I'll forward this idea on to our Product Development Team for further review. 

 

In the meantime, allow me to share these resources to help you be more familiar with the features and functions available in QuickBooks Desktop for Mac.

I'm just around if you have any other QuickBooks related questions, just leave a comment below. Take care.

Highlighted
Level 2

Marking expenses billable not working

In the QB Mac 2019 users guide, it talks about marking expenses as billable when you enter a Vendor Bill and even shows a picture of where to check the billable box.   In QB Mac, when you create an invoice and click on the icon for add time and costs, there are 4 tabs -- time, mileage, expenses, and items.  Expenses even has a markup percentage that you can set.  Why is all that there, if it cannot be used?  Why does the user guide talk about it if it does not work?

Highlighted
Level 2

Marking expenses billable not working

In the QuickBooks Desktop for Mac 2019 User’s Guide which you refer me to there is information on how to mark expenses billable when you enter a Vendor Bill.  In the QB Mac 2019 program, when you create an invoice, there is an icon to Add Time/Costs to the invoice, including a tab for Expenses with a markup percentage you can define.  Why is it in the User's Guide and in the program if the functionality does not exist?

Highlighted
QuickBooks Team

Marking expenses billable not working

Hello, @MDist.

 

 

The billable expense feature is available in the latest versions of QuickBooks for Mac. Let me share some information on how the billable expense works.

 

When creating an invoice, you'll be able to click Time/Costs to enter the cost of the item purchases, expenses, hours, and mileage that you've assigned to the current customer or job. Here's how:

  1. Go to Create Invoices window.
  2. Indicate the name of the customer or job.
  3. Click the Add Time/Cost button.
  4. From the Choose Billable Time and Costs window, click the specific tab you want to enter the cost of the item purchases, expenses, hours, and mileage.
  5. Enter the cost of the item purchases, expenses, hours, and mileage.
  6. Click Ok.

The items you've selected will automatically be listed in your invoice details. You can visit our QuickBooks Little Square, a blog dedicated to QuickBooks for Mac to learn more tips and tricks in using the program features.

 

Swing by here if you have other questions. I am always here to help.

Highlighted
Level 2

Marking expenses billable not working

So now that we have established that this function IS available, I will get back to my original question.

 

Yes, I know how to add expenses to an invoice, but I cannot get them to be marked billable.  When I enter an expense on a Bill or on a Check, I enter the Account, the amount, the Customer, and then I would like to check the box for Billable, but it does not appear.  The column is there but the box does not appear in that column, so I cannot check it.  If I could mark the expense as Billable, hopefully it would show up when I create an invoice and click the Add Time/Cost button.

 

So, how do I get the billable box to show up on an expense so that I can click it?

 

For now, I have my client working around this problem by entering all his expenses as Items instead of Expenses, and then he can add them to invoices.  This is not an ideal solution though, since it does not allow him to do the markup correctly, and he has to manually mark up the prices on each item.

 

I really hope someone can resolve this for me.  Thanks!

Highlighted
QuickBooks Team
QuickBooks Team

Marking expenses billable not working

I appreciate you for providing us the in-depth details of your concern, MDist.

 

We can go to the QuickBooks preferences to turn on the billable expense feature.

 

Here's how:

 

  1. Click QuickBooks
  2. Choose Preferences
  3. On the Preferences pane, select Time Tracking.
  4. Set the preferences for the Keep track of time option. This tracks your time and/or your employee’s time by entering hours worked on weekly timesheets or single activity entry forms.
  5. Close the Preferences window.

Once done, you can also assign time to particular customers or jobs, bill hours back to your customers. Then, create time reports that show how your company allocates and uses time.

 

For more details about this one, check out this link: https://qblittlesquare.com/wp-content/uploads/2018/09/QuickBooks-for-Mac-2019-1809.pdf. Then, go to the Time Tracking preferences section on page 269. 

 

If you need further assistance with the steps, you can contact our QuickBooks Desktop Mac Support Team. Just follow the steps provided by JanyRoseB above. 

 

I've got a link here that provides you articles about managing expenses and vendors: Enter expenses, pay bills, and write checks

 

Keep me posted if you need a hand with running vendor reports or any QuickBooks related. I'll be here to help. Keep safe.

Highlighted
Level 2

Marking expenses billable not working

Unbelievable.

 

Let's try yet again.

 

I am trying to make EXPENSES billable, not TIME, so your solution of turning on Time Tracking does not apply.  I need to be able to enter EXPENSES either on Vendor Bills or on checks to Vendors, and make those EXPENSES billable.

Is there anyone out there who can help with the problem I am having please?

Highlighted
Moderator

Marking expenses billable not working

Hello there, MDist,

 

When you want to make an expense billable to a customer in QuickBooks Mac, simply enter the client name  in the Customer:Job field. If the expense is billable, do not change the invoice icon next to the customer’s name. If you see an "X' mark through the icon, click to remove it.

 

When you create an invoice for this customer, a pop-up will show up about the pending billable expense. If you're still unable to find this option, I recommend contacting our Support Team for further assistance.

 

They can check your account and can do a screen-sharing session with you when needed. Here's how to get Support:

 

  1. Go to this page: Contact Us.
  2. Select QuickBooks Mac Desktop.
  3. Click the Search for something else box.
  4. Enter a brief description of the issue, then press Search.
  5. Scroll down and pick a contact option.

Let me know how it goes in the comment. I'll be right here if you need anything else. Have a good one!

Highlighted
Level 2

Marking expenses billable not working

So what you are saying is that the "Billable" column is NOT where a check mark would be placed, rather there should be an "invoice icon" next to the customer name in the "Customer" column?  I do know that my client had entered quite a few expenses by putting the customer name in the customer column, but when he went to create an invoice, none of those expenses showed up under EXPENSES.  The next time I have a remote session with him, I will have to look for this "invoice icon" that you are referring to because I do not recall ever seeing that...  I will let you know once I get a chance to check with him.  Thank you.

Highlighted
Level 1

Marking expenses billable not working

Is it possible the Bill is posted to a GL account other then an expense? I have found sometimes our payables clerk will enter a bill to an asset account as if it were a non-billable event. Assets, Liabilities and equity will not display the billable check box even if you enter a customer/job in. Hope that helps. Kelley

Highlighted
QuickBooks Team

Marking expenses billable not working

Yes, it's possible, Kelley.

 

It will be posted as an asset on your General Ledger because it was entered using an asset account. Thou, we should record a bill using an expense or liability account since it's payable. This way, we'll have accurate reports of your transactions and business finances. To fix this, we can open the bill then change its category. I'll guide you how:

 

  1. Select Vendors from the top menu bar.
  2. Choose Vendor Center.
  3. Click the appropriate vendor.
  4. Select Bills from the View menu.
  5. Locate then double-click the bill to open it.
  6. Select the appropriate expense or liability account in the Account column.
  7. Click Save when you're done, then select Yes to confirm the changes.

In case you'll want to track all the money you've paid to a vendor for a particular date range, we can customize your vendor report.

 

Should you have further questions about how bill works in QuickBooks, you can always find me here. Have a pleasant day ahead.

Highlighted
Level 2

Marking expenses billable not working

FINALLY GOT THE ANSWER -- IN QB Mac Desktop, you cannot make a COGS entry billable, only and EXPENSE.  So if you define "Job Materials" as a COGS account and not an EXPENSE account you will not be able to make them billable to your customer.  We changed the account type for "Job Materials" from COGS to EXPENSE and now it all works fine.  I hope this helps someone else.

Highlighted
Level 1

Marking expenses billable not working

I am having the same issue with the checking the billable option for one company file.  It allows me to do it for another company file but not for this company.  I followed all the directions by going to preferences and that did not work. I also did the repair Quickbooks program under the control panel and it still does not work.  I am using Quickbooks Desktop.  

Highlighted
Level 1

Marking expenses billable not working

AMAZING.  Thank you for getting to the bottom of this.... and, now that I think it through, it makes perfect sense.

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