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RBade
Level 1

Entering Bills

Just moved from QBDT to QBO.  I found that when I enter an expense receipt or a bill from a vendor, there is not a way that I see to associate it with an existing job like I could on QBDT.  There was a drop down on the right hand side that allowed me to associate the vendor bill with the job that it was for.  I.E. my vendor installed a shower door on the "Spencer job" and as I'm entering the bill for the shower door, there is no way to indicate that it should be attached to (or billed to) the "Spencer job".

1 Comment 1
MirriamM
Moderator

Entering Bills

Welcome to the Community space, @RBade.

 

Let me share information about how entering bills work in QuickBooks Online (QBO).

 

First, I want to let you know that QBO and QuickBooks Desktop (QBDT) are two different QuickBooks products with unique features. Thus, there are features in QBDT that are not present in QBO, like the option to associate an expense receipt or bill with the current job.

 

In QBO, you may consider utilizing the Project feature. Using this will help track your project’s profitability. And you have the option to add project income, expenses, and labor expenses, add old transactions to new projects, and run project-specific reports from a single dashboard.

 

Then, for you to add existing expenses to a project, see these steps: 

 

  1. On your QBO account, select Expenses in the left menu.
  2. In the Expenses tab, find and open the transaction you want to add to your project.
  3. In the Customer/Project column, select the ▼ dropdown. 
  4. Select the project. Do this for each expense item you want to add to your project. 
  5. Choose Save and close.

 

For more details in managing projects in QBO, here's a resource you can visit: Set up and create projects in QuickBooks Online.

 

You can also see this video for your visual reference: How to set up and use projects in QuickBooks Online.

 

Please know I'm always available here for all of your QuickBooks needs. Thanks for being a part of the Community, wishing you continued success.

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