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ahosken
Level 1

Why can't I no longer track by expenses by customer with simple start online

I have gone to expenses, billing and have tracking on. Very frustrated that I pay more for online then I did when I was able to buy it yearly in the store. I only use for book keeping purposes of sales, expenses and 1099's for our subs. May be time to find another platform.

1 Comment 1
JaneDave_I
QuickBooks Team

Why can't I no longer track by expenses by customer with simple start online

Hello, Ahosken.

 

I understand the importance of having the right tools for your bookkeeping and 1099 tasks. Let me help figure out what changed so we can get you the right solution, whether that's fixing something on your current plan or understanding what happened to this feature. 

 

You mentioned you can no longer track expenses by customer, which tells me this worked for you before. To help me get to the bottom of this, can you please help me understand when this stopped working? Did you recently change your subscription level, or has Simple Start always been your plan? 

 

Please note that the feature to track items and expenses by customer is only available in QuickBooks Online (QBO) Plus and Advanced plans. Since Simple Start is designed for basic income and expense tracking, this option is not visible in your Account and Settings.

 

However, if you previously had QBO Plus or Advanced and downgraded to Simple Start, or if you migrated from QuickBooks Desktop (QBDT), which included this feature, that would explain why you no longer have access to it.

 

If you find your business needs more detailed oversight, upgrading to Plus or Advanced is a seamless way to gain those insights. It's a small change that can make a huge difference in how efficiently you manage your daily operations.

 

You can check this page for further information on various plans, features, and pricing in QBO: Plans and Pricing.

 

Feel free to reply to this post if you need further assistance.

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