cancel
Showing results for 
Search instead for 
Did you mean: 
j-goodney
Level 1

How can you assign an expense to a customer in an invoice. I have Essentials subscription

 
2 Comments 2
john-pero
Community Champion

How can you assign an expense to a customer in an invoice. I have Essentials subscription

Step 1 is to turn "on" make expenses billable from your company settings (gear icon) once you do so two extra columns should appear on invoices and checks. 

 

Step 2 is to enter customer/job name in the line item of expense and then verify thatbix to bill ischecked.

 

Step 3 is to create an invoice or sales receipt for the customer and agree to add time/expenses.

 

At this point you can add a markup or not

 

If you cannot get past step 1 then step A will be to upgrade to Plus

vpcontroller
Level 11

How can you assign an expense to a customer in an invoice. I have Essentials subscription

@j-goodney 

 

"How can you assign an expense to a customer in an invoice. I have Essentials subscription"

 

To assign an expense to a customer in an invoice, you will need a Plus plan or Advanced plan. In Essentials plan (or Simple Start plan) such a feature in QBO is not available at this time. You can check out this helpful article to find out available features in different QBO plans.

 

 

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up