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Kismetique
Level 1

QB Mobile

I've been using Quicken for years.  I decided to change to QB so I could use the mobile app to categorize transactions.  I MUST track expenses by customer.  The mobile app doesn't allow me to select a customer for an expense.  Is there something I need to turn on so that option is available to me?

 

If you can't track expenses by Customer it defeats the purpose of me moving to QB!

 

QB is so much nicer than Quicken but honestly, I've never seen a app so restrictive in what you can do!  I can make Quicken do just about anything I want with work arounds and reporting, but QB is very restrictive.

Solved
Best answer June 17, 2021

Best Answers
Jen_D
Moderator

QB Mobile

Thanks for posting here again, @Kismetique,

 

I appreciate the additional details you've shared here in the community to clarify the hurdle you're running into. Let me share some insights to achieve the option you want.

 

To assign the customer names on the bank transactions, log in to your account in a web browser. The mobile app currently has limited features with categorizing entries from your financial institution.

 

Here are the steps to do that:

 

  1. Use your phone or computer's browser then go to qbo.intuit.com.
  2. Log in using your Intuit login credentials.
  3. Go to the Transactions or Banking tab.
  4. Click the expense from the list of transactions to review.
  5. Tap the Categorized option then choose a customer name from the drop-down.
  6. Once done, save the transaction.

 

I'm adding some articles and resources below to help your way around QuickBooks:

 

 

Reach out to me again if there's anything else you need help with. I'll be more than happy to help you out. Have a wonderful day!

View solution in original post

4 Comments 4
Jen_D
Moderator

QB Mobile

Thanks for posting here, @Kismetique,

 

I can guide you with the steps on how to assign customer names on expenses. For this you need to enable the Billable Expense option in your QuickBooks Online (QBO) account.

 

Here's how:

 

  1. Log in to qbo.intuit.com on your browser.
  2. Tap Settings ⚙, then select Account and Settings.
  3. Go to the Expenses tab.
  4. From the Bills and expenses section, select Edit ✎.
  5. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  6. (Optional) Set up the following:
    • Markup rate
    • Billable expense tracking
    • Sales tax charge
  7. Bill payment terms.
  8. Press Save.

 

Once this is done, login again to the mobile app and you should have the option to assign a customer name to the expense. Please note that all expenses needs a vendor name to track payments, there will be a separate field for customer names after you enable the billable setting. 

 

When you invoice the customer, you will see the expense pending for them. To learn more about this feature, take a look at this article: Enter billable expenses

 

Let me know if you need further help recording expenses in the mobile app. I'll be right here if you need anything else. Have a good one!

Kismetique
Level 1

QB Mobile

Being new to QB, I think I asked the question wrong.

 

I'm importing transactions from my bank.  I have 5 rentals that I manage.  I don't own them in this business, so the income is rents in trust.  I've set up my properties as customers, but I don't need to invoice them for these expenses, I just need to subtract them from the rent income to know how much to pay the property owner.

 

So, I'm not entering an expense, only categorizing downloaded transactions.  There is no where for a customer in the transaction screen.  If I had a ton of properties with bad tenants, this system wouldn't work for me, because I'd have to keep up with who had paid and hadn't by issuing invoices and entering bills or expenses.  However, each tenant pays on the first and has for years.  There are relatively few expenses, so I just want to categorize each one to the customer (property) via the transaction.  I'm seeing that is not possible.  So, I'm going to give classes a try and see if that will allow me to produce the proper reports.

 

If you have a way that I can enter Customers in the transaction window, that would be great!

 

Thank you so much for your time!

Jen_D
Moderator

QB Mobile

Thanks for posting here again, @Kismetique,

 

I appreciate the additional details you've shared here in the community to clarify the hurdle you're running into. Let me share some insights to achieve the option you want.

 

To assign the customer names on the bank transactions, log in to your account in a web browser. The mobile app currently has limited features with categorizing entries from your financial institution.

 

Here are the steps to do that:

 

  1. Use your phone or computer's browser then go to qbo.intuit.com.
  2. Log in using your Intuit login credentials.
  3. Go to the Transactions or Banking tab.
  4. Click the expense from the list of transactions to review.
  5. Tap the Categorized option then choose a customer name from the drop-down.
  6. Once done, save the transaction.

 

I'm adding some articles and resources below to help your way around QuickBooks:

 

 

Reach out to me again if there's anything else you need help with. I'll be more than happy to help you out. Have a wonderful day!

Kismetique
Level 1

QB Mobile

Yes, I realize I can assign a customer in QBO, but that wasn't the question.  The question was how to do it in the mobile app.  Answer - YOU CAN'T.

 

Just putting it out there for other's who might be wondering the same thing.

 

Thank you for your time.

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