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doug-heattreatto
Level 1

How to enter billable expenses?

Do I have to have a certain level subscription to QuickBooks Online in order to be able to mark expenses as billable. According to the video on "How to mark expenses as billable in QuickBooks Online" it should be as simple as choosing "mark expenses and items billable" in the Expense tab under Accounts and Settings. Unfortunately, there is no "mark expenses and items billable" in my Expense tab in Accounts and Settings. Do I need a special subscription level to have that option?
Solved
Best answer February 19, 2022

Best Answers
Jen_D
Moderator

How to enter billable expenses?

Thanks for updating this thread, Doug.

 

I'm joining this conversation to share some insights about the bill expense concern.

 

It looks like you have QuickBooks Essentials based on the screenshot you attached. Please know that the billable expense feature is available in QuickBooks Online Plus and Advanced subscriptions.

 

In that case, if you want to use that feature, you can upgrade your current service. All you need to do is click the Upgrade button you see on the Expense settings. Check out the available pricing plans to see which subscription level is right for you.

 

You can also use these steps to upgrade your plan:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Select Settings ⚙ and then Account and settings.
  3. Choose the Billing & Subscription tab.
  4. Make sure your payment info is up-to-date.
  5. In the QuickBooks Online section, select Upgrade your plan.
  6. Review the available plans and then select Choose plan.
  7. Follow the on-screen steps to upgrade your plan.

 

See the following links to learn more about managing your subscription in QuickBooks Online:

 

 

Visit the QuickBooks Community anytime if you have further questions about the billable expense feature. I'll be right here to help you out.

View solution in original post

4 Comments 4
katherinejoyceO
QuickBooks Team

How to enter billable expenses?

Thanks for sharing your first concern in the Community, @doug-heattreatto

 

The billable expenses in QuickBooks Online are available on all levels of subscription. Let me guide you on turning on the billable expenses in QBO. 

 

Here's how: 

 

  1. Go to the Settings menu, then select Account and settings.
  2. Go to the Expenses tab, then select Edit or click the pencil icon from the Bills and expenses section.
  3. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by the customer.
    • Make expenses and items billable.
  1. (Optional) Set up the following:
    • Markup rate
    • Billable expense tracking
    • Sales tax charge
  1. Bill payment terms.
  2. Select Save.

 

Once done, you can now proceed to enter billable expenses in QBO.

 

In case the option is still not there, I'd recommend clearing your browser's cache to fix issues when using QuickBooks Online.

 

Visit us and post again if you have additional questions. I'll be here to guide you more. 

 

 

doug-heattreatto
Level 1

How to enter billable expenses?

Hi Katherine (BTW, one of my favorite names!!!) :)

 

Unfortunately, that didn't work! :(

 

Please see the attached file. This is what I see when I select the Edit pencil on the Expense tab in the Account & Settings section. It does not have the options you mentioned.

 

Thanks,

Doug

 

 

doug-heattreatto
Level 1

How to enter billable expenses?

Here's the screen shot just in case you can't see the attached file. Picture1.png

Jen_D
Moderator

How to enter billable expenses?

Thanks for updating this thread, Doug.

 

I'm joining this conversation to share some insights about the bill expense concern.

 

It looks like you have QuickBooks Essentials based on the screenshot you attached. Please know that the billable expense feature is available in QuickBooks Online Plus and Advanced subscriptions.

 

In that case, if you want to use that feature, you can upgrade your current service. All you need to do is click the Upgrade button you see on the Expense settings. Check out the available pricing plans to see which subscription level is right for you.

 

You can also use these steps to upgrade your plan:

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Select Settings ⚙ and then Account and settings.
  3. Choose the Billing & Subscription tab.
  4. Make sure your payment info is up-to-date.
  5. In the QuickBooks Online section, select Upgrade your plan.
  6. Review the available plans and then select Choose plan.
  7. Follow the on-screen steps to upgrade your plan.

 

See the following links to learn more about managing your subscription in QuickBooks Online:

 

 

Visit the QuickBooks Community anytime if you have further questions about the billable expense feature. I'll be right here to help you out.

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