Employee name on vendor bill screen

Thanks for posting in the Community, @SuperStar777.

In QuickBooks Online (QBO), the ability to enter an employee name on a bill is currently unavailable. This is only available to customers where-in you can create billable expenses on your customer’s behalf when performing work for them.

Since you want to track employee-related costs, you can utilize one of QBO's features called Projects. This will let you track the employees' or workers' hourly cost rates using a timesheet.

To learn more about this feature, consider checking out these articles:

• Set up and create projects in QuickBooks Online.
• Track income, costs, and profitability by project.

I'll pass along this suggestion to our Product Developers. They're always looking for ideas to consider on how to improve QBO. In the meantime, I recommend visiting our Blog site. This is where we share recent happenings and future developments, such as updates to newly added features.

Please let me know in the comment section below if you have any other issues or concerns, and I'll get back to you as soon as possible. I'm more than willing to help. Have a great rest of the day!

Hi,

Thanks for the advice. Project would not help for this case as this is not direct cost of project but it is operational cost, I can say.

Thanks for coming back, @SuperStar777.

I can see the importance of adding the employee name on the vendor bill screen. Don't worry, together with my peer, we'll pass this along to our engineers to let them know of your insights. 

Letting us know what works best for you will show our developers what they need to consider in future product updates. 

Visit again if you have additional concerns. We're always here to listen and help in any way we can. 

Since you will forward my concern to developer, I need one more feature to be added to QBO

In case of employee loan/advance, when making payment I will pass a JV, debit "employee loan "a/c in this screen  I need to choose employee name, but this selection need to be a must similar to Account receivable (when we choose Account receivable account, the customer name is must.

Hi @SuperStar777,

I appreciate your prompt reply, as well as sharing your ideas for features that can be added in the future. 

If you have anything else to add or if you have other questions, please feel free to post back here in the Community. Rest assured, we got your back.

Leave a comment below if you need further assistance, and I'll be sure to get back to you. 

Thanks for your reply.

I don't see Tax during purchase Bill entry screen. Can this be added as well ? 

and a separate report for Tax (input and output). Report as per the (FTA) VAT authority here in UAE.

We are using International version I believe

It's nice to see you gain here in the Community, @SuperStar777.

Being able to add taxes on the bill for purchases is currently unavailable. However, you can add a Custom tax and choose the This tax is collected on purchases option to include the sales tax when creating a bill.  Please know that this is only applicable to the international versions of QuickBooks (outside the US).

To do that:

1. Click on Taxes in the left menu.
2. Hit on the Add tax button.
3. Choose Custom tax.
4. Fill out all the fields needed in the Add tax panel.
5. Put a check-mark for This tax is collected on purchases option.
6. Enter the rate in the Purchase rate field.
7. Place a check-mark for Purchase tax is reclaimable option if it is reclaimable.
8. Click Save.

Once done, create a bill and enter the amount against the service. After that, choose the tax rate you've set up in the Tax column.

I'm also adding here a link about the available reports that you can pull up in QBO: Reports included in your QuickBooks Online subscription.

I like you to know that our developers are always finding ways to make the product work the way your business needs. I'll do my part and personally submit this request to them, so they can assess the suggestion and put it under consideration.

I'm always available to assist if you have questions, SuperStar777. Just leave a reply below and I'll get back to you. Have a great day!

Hi,

I don't see option for Custom tax.

Thanks for adding a screenshot, @SuperStar777.

It gives me a better picture of the issue. Based on the details provided, it looks like you’re using QuickBooks Online US.

The Sales Tax feature (US version) doesn’t track taxes from purchases. To help add the custom tax, you can consider subscribing to the international version.

The taxes displayed on the application are automatically created for you. The following article provides an overview of adding, editing, and adding group taxes: How do I set up sales GST/VAT rates and use them on forms? 

To subscribe, I’m adding a link where you’ll see the product comparison and features available for each version: https://quickbooks.intuit.com/ae/pricing/.

Let me know if you have any other questions or concerns about the QuickBooks. I’ll pop right back in to answer them for you. Have a great rest of the day. 

Hi,

Thanks for the response.

I can not subscribe the Intl version as I have all the accounts history in QBO.

Better way was to switch to UAE version instead but unfortunately QBO does not offer such service.

I have seen the serial number for the sales invoice and credit note numbers are linked to each other. Credit note number should have separate numbering system.

Also, there is not unique numbering system for Payment receipt and Purchase bill.

Hi

Regarding project invoicing, is there any option to mention retention on the invoice and same should appear in customer statement as retention receivable and  Account receivable amounts (separate lines)?

Similarly retention payable ...

Hi there, SuperStar777.

I'd be glad to lend a hand with setting up retention to add to an invoice.

I recommend first creating a retainage account. Here's how:

1. Click the Gear icon in the top right corner.

2. Select Chart of Accounts.

3. Choose the green New button.

4. Click the Account Type drop-down arrow, then choose Other Current Assets.

5. Select the Detail Type drop-down arrow, then choose Retainage.

6. Enter a desired name, then click Save and close.

Once the account is created, you can then make a Retainage item to be included on invoices:

1. Click the Gear icon, then Products and Services.

2. Choose New, then Service.

3. Enter a name.

4. Check the I sell this product/service to my customers box.

5. Select the Income account drop-down arrow, then choose the Retainage account you created.

6. Click Save and close.

That should do it. I recommend talking this over with your accountant to make sure this would work for you, considering each business setup is a bit different. I'll be here if you have any other questions.

Hi,

This is ok.

But this amount would not appear in customer statement.

To see retention amount of each customer I need to run retention account report separately.

Thanks for actively responding, @SuperStar777. I also appreciate your inputs.

We will include your feedback about having to see the retention amount in the customer statement. Please note that all our suggested plans are subject to further review. This is to make sure that it will work successfully once it's added. 

As always, you're welcome to provide feedback here in the Community. We're always around to help you more. 

hi

Hope all is good with you guys.

please reply on this Question

https://quickbooks.intuit.com/learn-support/en-us/do-more-with-quickbooks/credit-note-against-invoic...

Hi there, @SuperStar777. 

Thanks for coming back. At the moment, the status of the invoice with a credit note will only show as Paid when it's applied in the Receive Payment page. 

I know how relevant for you and your business to have your invoice status marked as CN Applied or Applied. Letting us know what works best for you and your business will show our developers what they need to consider in future product updates. 

I'll send feedback or a feature request about this functionality. In the meantime, I encourage you to visit the QuickBooks Blog for more product updates. 

Let me know if you require additional help. We're always to help you more. Stay safe. 

Hi katherinejoyceO

Is there any update on this request ?

Hi, 

Hi,

Following up on the dozens of requests by others over the past two years to provide an employee name column on Invoices and Time Reports.

QBO Advanced is marketed to professional services, which as you know we bill time:
https://quickbooks.intuit.com/online/advanced/industries/professional-services/

Years into QBO, not providing an Employee Name column for the time from timesheets, on Invoices and Project Time reports is mind-blowing. Please add this simple request already.