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Experienced Member

How do I get the customer field to show when I am adding an expense and would like to have the cost of sales assigned to a customer?

 
2 Comments
QuickBooks Team

Re: How do I get the customer field to show when I am adding an expense and would like to have th...

Hello, @willsadhna.

 

You have to enable the option of tracking expenses and items by customer as well as making expenses and items billable under the Account and Settings to be able to get the customer field when trying to add expenses to customers. I can help guide you on how.

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Go to the Gear icon.
  3. Select Account and Settings.
  4. From the Bills and expenses section, select Edit.
  5. Select the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer
    • Make expenses and items billable
  6. (Optional) Set up the following:
    • Markup rate
    • Billable expense tracking
    • Sales tax charge
    • Bill payment terms
  7. Select Save, then Done.

Once completed, you'll now be able to select a customer when entering expenses, ensure to put a check-mark in the box under the Billable column to make the expense billable to your customer.

 

For more insights about entering billable expenses, you can read this article: Enter billable expenses.

 

You can also read this article for your future reference about entering billable time by job: How to enter billable time by job.

 

Stay posted if you have any other questions. I'll be right here to help!

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Re: How do I get the customer field to show when I am adding an expense and would like to have the cost of sales assigned to a customer?

@willsadhna 

 

What @Angelyn_T 

forgot to mention is that in order to have billable expenses as she showed in her answer

 

you must have a subscription to the plus or advanced version.

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