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Level 1

I had QB Plus. I split expenses and billed some directly to clients on invoices. Now I have Essentials. I can't split expesenses and invoice them. Is past data lost?

 
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Best answer March 04, 2020

Best Answers
QuickBooks Team

I had QB Plus. I split expenses and billed some directly to clients on invoices. Now I have Essentials. I can't split expesenses and invoice them. Is past data lost?

Hi there, @kate27.

 

Being able to make expenses and items billable isn't available in QuickBooks Online Essentials. This is why you're unable to split them. The said option is only applicable to the Plus and Advanced plans. 

 

In this case, you'll need to create a separate transaction for each bill and expense to keep your records accurate.

 

If you wish to have this feature again, you can switch back to your Plus subscription. 

 

I'm adding here some links about the features and reports that are included on your subscription for reference:

You've got me here to help if there's anything else you need. I'd be pleased to assist you. Thanks for coming, and have a good one!

View solution in original post

1 Comment
QuickBooks Team

I had QB Plus. I split expenses and billed some directly to clients on invoices. Now I have Essentials. I can't split expesenses and invoice them. Is past data lost?

Hi there, @kate27.

 

Being able to make expenses and items billable isn't available in QuickBooks Online Essentials. This is why you're unable to split them. The said option is only applicable to the Plus and Advanced plans. 

 

In this case, you'll need to create a separate transaction for each bill and expense to keep your records accurate.

 

If you wish to have this feature again, you can switch back to your Plus subscription. 

 

I'm adding here some links about the features and reports that are included on your subscription for reference:

You've got me here to help if there's anything else you need. I'd be pleased to assist you. Thanks for coming, and have a good one!

View solution in original post

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