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mariarosak-amtel
Level 1

QuickBooks Online: Is there a way to show the customer's name in the Bill to window?

 
4 Comments 4
SarahannC
Moderator

QuickBooks Online: Is there a way to show the customer's name in the Bill to window?

Yes, there is, mariarosak-amtel.

 

I'm happy to show on how you can make the customer's name visible in the Bill window. We can follow the steps below to get this done.
 

First, let's turn on the Track expenses and items by customer and Make expenses items billable from the settings.
 

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. In the Expenses tab, turn on the  Track expenses and items by customer and Make expenses items billable.
  4. Click Save. Then, Done.

 

Next, add the customer's name when creating a bill.

 

  1. Go back to the QuickBooks Home page, and click +New.
  2. Select Bill.
  3. Select customer in the line item.
  4. Click Save.

Also, we can run the Transaction List by Customer report. Then, we can customize this report to show only the Billable Expense Charge for each:

 

  1. Choose Reports on the left panel.
  2.  Enter Transaction List by Customer in the search field. 
  3. Enter a Date Range.
  4. Click the Customize. Under Lists, set the Transaction Type to Billable Expense Charge. You can add other details you need.
  5. Hit Run Report.

 

Here are the articles that you can check for additional details about billable expense and personalizing reports:

 


There you go. Let me know if you have more questions about recording customer's information, transactions, and any other QuickBooks concern. I'm always here to help you figure them out. Take care always.

SarahannC
Moderator

QuickBooks Online: Is there a way to show the customer's name in the Bill to window?

Hi mariarosak-amtel,


Hope you’re doing great. I wanted to see how everything is going about showing customer's name in the Bill. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

keith_interloctanplt
Level 1

QuickBooks Online: Is there a way to show the customer's name in the Bill to window?

How come I don't see this as an option for me in my Expenses Settings?

KayePe
QuickBooks Team

QuickBooks Online: Is there a way to show the customer's name in the Bill to window?

I acknowledged your posting here in the thread, Keith. I know the significance of having these options in QuickBooks Online (QBO) to manage bills. Let's delve into this topic.

 

The option to turn on the Track expenses and items by customer and Make expenses items billable is only available in QBO Plus and Advance. With this, you may consider upgrading your subscription to achieve your goal of displaying the customer's name in the Bill window. For a guide about upgrading, here's how:

 

  1. Log in to QBO as a primary or company admin.
  2. In Settings, hit Subscriptions and billing. 
     
  3. Make sure your payment info is up to date.
  4. Select Upgrade your plan in the QuickBooks Online section.
  5. See the available plans and then pick Choose plan.
  6. Follow the on-screen steps to upgrade your plan.

 

On the other hand, to help you handle and track your expenses inside QBO, scanning this resource is recommended for additional assistance: Enter billable expenses in QuickBooks Online.

 

Tag me in the thread if queries and questions are up in your mind. I'll be back here to enlighten you in any ways.

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