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Good evening! I want to be able to snap a receipt in the app that is assigned to the appropriate vendor then also be able to select the expenses to invoice my customer. I pass the charges directly on to my customer, then add a management fee to the invoice for my service. I can see the expense come in, but it is only tied to the vendor. I'm not able to select it for the customer, so I end up having to enter it again for the customer. Is it possible to do what I'm trying to do? I'm using Quickbooks Essentials, if that matters.
Thanks!
Hi there, audreybrw.
You can use the billable expense feature in QuickBooks Online to achieve your goal. It's use to incur on your customer’s behalf when you perform a work for them.
The first thing you need to do is turn on this feature. Here's how:
Once done, create an expense to bill a customer.
Now you can add billable expenses to invoices by linking these two transactions.
To add a fee to the invoice, you can browse this article as a guide: Learn how to include a service fee for products or services you sell to customers.
When it's time to pay bills or record invoice payments, you can browse these articles for the steps.
Get back to me if you have additional questions about the steps above. Just leave a comment below and I'll get back to you.
I just tried making this change, and I only have 'Show tag on expense and purchase forms' and 'Bill payment terms' as options on the Bills and Expenses tab. I have the Quickbooks Online Essentials subscription.
Thanks for getting back to us, @audreybrw.
Let me clarify things and help you with your concern about entering billable expenses.
The billable expense feature is only available in QBO Plus and Advanced versions. Thus, the option isn't available in your current subscription right now. If you want to utilize this feature, I suggest upgrading your subscription.
If you don't want to, you can manually create the transactions (expense and invoice) and use the Memo (Expense form) and Message on invoice (Invoice form) fields to indicate that it's an expense you've incurred on your customer's behalf.
You may also want to view the status of your sales transactions in QuickBooks. You can go to the Sales menu and select All Sales.
Come back to this post and let us know if you need further information about billable expenses, @audreybrw. The Community and I are always here to help you.
If it's not an available option on the Essentials package, then why do we even see the option to do it?
Hi there, @JMPreve.
Let me provide additional clarification about the billable expense feature in QuickBooks Online.
As mentioned by my colleague above, the feature is only available in QBO Plus and Advanced. Since you see this option, I recommend confirming your subscription.
Here's how:
For other related articles, you can use in the future, refer to this helpful link: Income and expenses for QuickBooks Online.
Don't hesitate to add a comment below if you have additional questions about billable expenses. I'm here to help. Always take care!
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