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Level 1

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

 
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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

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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.

 

 

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