Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowGlad to see you here, @accounts240,
Yes, you can. All you need to do is add the job as a customer or sub-customer. Here's how:
Once done, create a budget for them. Follow the steps below:
For more details about creating a budget, see this article: Create, edit, and manage budgets in QuickBooks Online.
If you have any questions about this or need anything in QuickBooks, let me know in the comment. I'm here to help. Have a lovely day!
Thanks that is great help. With that done Is it possible to post a purchase invoice 'bill' against the new customer and run a budget to see budget v's actual spend. When I run my budget v's actual spend report the bill appears against the actual spend figure for the COS category, however it appears here for all my budgets not just the budget that the spend was against..
Thanks
I appreciate you for performing the steps provided by my peer above. I've got additional steps to resolve your two concerns, @accounts240.
You can use the billable expense feature to post a bill against your new customer. Let's first turn it on from the settings, and I'll guide you how.
The screenshot below shows you the last five steps.
Then, let's record a billable expense by performing the steps below.
Once done, let's link the billable expense to your customer's invoice. Here's how:
See the screenshot below to show you the last three steps. For detailed instructions, go through this article: Enter Billable Expenses.
For your second concern, it looks like you've pulled up the budget report by account. That's why the bill appears for the actual spent/expense appears under the COS category.
To help fix this, let's run the budget report by customer. This way, you'll be able see the budget that was spent against to your customer. Just go back to the Gear (Settings) icon at the upper right. Then, select Budgeting under Tools. Find the budget report by customer you've created. After that, choose Run Budgets vs. Actuals report from the Actions column. I've attached screenshots below that serve as your visual guide.
As always, I'd suggest visiting this website: Budgets Overview. This link provides you steps on how to edit, copy, or delete your existing budgets in the program.
Just click the Reply button below if you need further assistance. Have a great day, @accounts240.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.