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mginsberg
Level 1

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

 
7 Comments 7
Kristine Mae
Moderator

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

It looks like this is a billable expense transaction, mginsberg.

 

We're unable to add expense accounts to an invoice. You can only add an item/service. We're also unable to make an expense transaction billable to a customer if the account/item has no income account associated with it.

 

As a workaround, you'll want to manually add a note to the memo field if this is billable to a customer. Here's how:

  1. Open the expense transaction.
  2. Add notes in the Memo field.
  3. Click Save and close.

Reach out to me if you have more questions with your concern. I'd be pleased to answer them. 

mginsberg
Level 1

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

Can you explain more about "We're also unable to make an expense transaction billable to a customer if the account/item has no income account associated with it."

Charies_M
Moderator

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

Thanks for getting back, mginsberg.

 

Allow me to add some more details about your concern with billable expense transaction in QuickBooks Online (QBO).

 

In addition to what my colleague @Kristine Mae mentioned, when you create a bill and use an expense account as your account/item, QuickBooks requires you to choose an account that has an income account associated with it before using it as a billable expense. 

 

You'll have to make that association, or the income won't be reported correctly before saving the transaction.

 

Please get back to me if you have more questions or clarifications while working with billable expenses in QBO. I'd be happy to help you out.

mginsberg
Level 1

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

Can you give me an idea of how I create an income account associated with a billable expense that we are seeking to include on an invoice for a client? That would be very helpful.

 

Thanks-

Rasa-LilaM
QuickBooks Team

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

I’m glad to see you in the Community, mginsberg.


I’ll be your guide today so you can associate the billable expenses to an income account. The steps are simple and easy.


Here’s how:

  1. Go to Accounting on the left panel.
  2. Select Chart of Accounts.
  3. Choose the expense account you’re working on.
  4. Under the Action column, click on the drop-down and select Edit.
  5. Mark the box for Use for billable expenses.
  6. Click on the drop-down for Income Account, and enter the appropriate income account.
  7. Once done, click on Save and Close.

That’s it. After following these steps, you can start using the newly associated account to record the transaction.


To provide a brief overview about billable expenses, you can refer to these articles:

 

Reach out to me if you have further questions about tracking transactions. I'll be glad to keep helping. Wishing you the best in your business endeavors.

mginsberg
Level 1

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

Okay, everything worked and made sense until step 5. See attached screenshot. I don't have an option to mark a box for "use for billable expenses" or to enter an income account.

VivienJ
QuickBooks Team

How do you add imported expensify expenses to invoice? When we attempt to add, they do not show up as expenses under product/services column. Info disappears when editing

Hello mginsberg,

 

Thanks for attaching a screenshot about the steps you want to clarify. Allow me to join here and add up to the answer given by my friend, Rasa-LilaM. 

 

You need to tweak a part of the Expense settings to show the Use for billable expenses box. 

 

Here's how:

  1. Go to the Gear icon, then Account and Settings
  2. Choose Expenses in the left panel. 
  3. In the Bills and expenses, click the pencil icon.
  4. Select the In multiple accounts radio button. 
  5. Pick Save.
  6. Then, click Done

I've added screenshots below for visual reference. 


After setting it up, go back to the Chart of Accounts and re-associate the billable expenses to an income account. 


That's it! Now, you should be able to see the missing step. 


The Community is always here to help you out. Feel free to let me know if you have other questions in mind. I'll be around!

 

 

 

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