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brooksideres
Level 2

I have a program that integrates with QBO to pull actual vs original budget items. It works off of bills and we can't enter a bill for a service

 
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Best answer December 13, 2019

Best Answers
katherinejoyceO
QuickBooks Team

I have a program that integrates with QBO to pull actual vs original budget items. It works off of bills and we can't enter a bill for a service

Thanks for clarifying, @brooksideres. An Income account is used for sales transactions, while Expense is for bills. 

 

To make sure that you're able to enter a bill for a service, let's enable the Purchasing information in the Products and Services page, then select an Expense account. Here's how:

 

  1. In the Gear icon, select Product and Services
  2. Locate the service item in the list, then click Edit under the Action column. 
  3. Under the Purchasing information, check the box for I purchase this product/service from a vendor.
  4. Select an Expense account and enter the Cost if you need to. 
  5. Click Save and close

 

You can now see that service in the Product/Service column when creating a Bill.

 

For future reference, read through our help article: How to enter and pay bills. It covers different ways of paying bills when it's due. 

 

Feel free to comment below if you have more questions. We're always around here to help. 

View solution in original post

3 Comments 3
Ryan_M
QuickBooks Team

I have a program that integrates with QBO to pull actual vs original budget items. It works off of bills and we can't enter a bill for a service

Hi @brooksideres,

 

If you're referring to the Product/Service column of a bill transaction, then you'll need to enable a feature in your company settings.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Account and Settings.
  3. Click the Expenses tab.
  4. On the Bills and expenses section, tick the option labeled Show Items table on expense and purchase forms
  5. Hit Save, then press Done.

At this point, your bill transactions will have an Item details section. Click to show the tables below it, and one of the columns would be Product/Service

 

 

To learn more about the other options you have in the Advanced tab of the Account and Settings page, check out this article: How do I set my advanced account settings?

 

Leave a comment below, in case you have additional queries. I'll be sure to get back to you.

brooksideres
Level 2

I have a program that integrates with QBO to pull actual vs original budget items. It works off of bills and we can't enter a bill for a service

Thank you for the response.  

 

The problem we are having is how we would bill for a service that only has an income account.  When we enter that in the bill, it does not let an income account be billed to a customer.  We need this to be on a bill in order to track it on our construction management program.

katherinejoyceO
QuickBooks Team

I have a program that integrates with QBO to pull actual vs original budget items. It works off of bills and we can't enter a bill for a service

Thanks for clarifying, @brooksideres. An Income account is used for sales transactions, while Expense is for bills. 

 

To make sure that you're able to enter a bill for a service, let's enable the Purchasing information in the Products and Services page, then select an Expense account. Here's how:

 

  1. In the Gear icon, select Product and Services
  2. Locate the service item in the list, then click Edit under the Action column. 
  3. Under the Purchasing information, check the box for I purchase this product/service from a vendor.
  4. Select an Expense account and enter the Cost if you need to. 
  5. Click Save and close

 

You can now see that service in the Product/Service column when creating a Bill.

 

For future reference, read through our help article: How to enter and pay bills. It covers different ways of paying bills when it's due. 

 

Feel free to comment below if you have more questions. We're always around here to help. 

View solution in original post

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