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Join nowHello there, @eohan.
You can assign expenses to your customer by creating a check or an expense transaction. I'd be happy to show you how to do that.
Once done, you can check out this article to proceed to the next steps: Record a returned or bounced check customer check using an expense.
However, if you're referring to create a billable item, you can activate it in the Settings and mark the line items as billable when creating a Bill. This is done so that you can add your items to the Invoice. Here's an article to know more about the process: Enter billable expenses.
I'll be here if you have questions or other concerns. Please don't hesitate to reply to this thread. Enjoy the rest of your day!
Does this work on simple start ?
Thanks for getting back to us, @eohan.
Yes, the steps shared by my colleague MarsStephanieL on how to create an Expense or Check transaction will work in QuickBooks Simple Start. For more details about the process, check out this article: Enter, edit, or delete expenses in QuickBooks Online.
However, if you're trying to create a billable item for your vendors this feature is unavailable in your subscription. In case you need to enter a Bill you need to upgrade your subscription to the higher version of QuickBooks Online.
Before changing your plan, I'd first suggest visiting this website: QuickBooks Online (QBO) Plans. This link lets you view the comparison and pricing chart between the online versions of QuickBooks. When you're ready, you can upgrade your subscription.
Also, I'm adding this article to further guide you in managing the growth of your business using QBO: QuickBooks Help Articles. It includes topics about data security, banking, and expenses, to name a few. You can click the + More topics button to view other selections.
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.
@MarsStephanieL mentioned the steps for creating a new expense. I have the expense in the "banking-> for review" section which need to be assigned to a customer. I have a simple start account. But I do not see the options to add a customer.
I am trying to follow the https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/enter-billable-expenses/00/18611... guide.
@MarsStephanieL suggested a way to add customer to a new expense. I have expenses pulled in from the bank already. This is in "banking->for review". I don't see an option to add the customer as shown in https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/enter-billable-expenses/00/18611... link
@MarsStephanieL suggested a way to add customer to a new expense. I have expenses pulled in from the bank already. This is in "banking->for review". I don't see an option to add the customer as shown in https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/enter-billable-expenses/00/18611... link
@MarsStephanieL suggested a way to add customer to a new expense. I have expenses pulled in from the bank already. This is in "banking->for review". I don't see an option to add the customer as shown in https://quickbooks.intuit.com/learn-support/en-us/chart-of-accounts/enter-billable-expenses/00/18611... link
Hi there, eohan.
I appreciate you for coming back to the QuickBooks Community to add further details about your concern and to verify that you're using the Simple Start account. I'll share information about assigning an expense entry to a particular customer.
Adding a customer to an expense transaction in QuickBooks Online is for recording a billable entry. This feature is an expense you incur on your customer’s behalf when you perform work for them. This way, you can easily record and track billable expenses so your customer can reimburse them when they receive their invoice. However, billable expenses or the link you've shared are only available for QuickBooks Online Plus and the Advanced version. That's the reason you're unable to see the said option.
Since QuickBooks has amazing features which you can try, I suggest upgrading your Simple Start service to QuickBooks Online Plus or Advanced version so you can use the billable expenses.
Here's how:
For additional information, you can refer to this article: Upgrade your QuickBooks Online subscription.
Then, you can open or review the article you've provided so you see extra details on how the billable expenses feature works in QuickBooks.
Please refer to this article to view steps on how you can delete a billable expense charge in the system: How to remove a billable expense charge.
Know that you're always welcome to come and visit us again if you have other concerns. I'd be more than happy to help.
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