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jawoodjr
Level 1

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

 
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Best answer November 23, 2019

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RaymondJayO
Moderator

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

You don't need to apologize to me because we're committed here to help, @jawoodjr

 

At this time, there isn't a way to enable the billable expense feature using Simple Start. Upgrading your version is currently the recommended method to achieve this goal. 

 

Tracking your billable expenses using your current version would be beneficial to your business. Your suggestion is valuable to us, so I'm taking note of it. Also, I'll submit it directly to our engineers so they can find ways to implement it for future updates. With this, it helps improve your experience in QuickBooks. 

 

I'd suggest visiting this website: QBO Blog. You'll see the latest news and product improvements in this link.

 

You can count me in if there's anything else you need. Have a great day, @jawoodjr

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5 Comments
RaymondJayO
Moderator

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

Hello there, @jawoodjr

 

Recording billable expenses helps you manage the costs associated with your sales transactions. This is currently available in the Plus and Advanced versions. 

 

As an alternative, you'll want to consider our higher versions so you can track billable expenses on the invoices. You can visit this website: QuickBooks Online (QBO) Plans. It lets you view the comparison and pricing chart between the online versions of QuickBooks. Once you've chosen the right plan for you, you can upgrade your subscription.

 

After that, you can enable the billable expense feature in the settings. Let me guide you how. 

  1. Go to the Settings (Gear) icon at the upper right. 
  2. Select Account and Settings under Your Company
  3. Go to Expenses from the left menu. 
  4. Choose the Bills and expenses section.
  5. Check these three boxes: Show Items table on expense and purchase formsTrack expenses and items by customerMake expenses and items billable
  6. Click Save
  7. Choose Done

 

The screenshot below shows you the five steps. Then, create a billable expense and add it to your invoices. For detailed steps on how to perform this action, go through this article: Enter Billable Expenses

EnableBillableExpense.PNG

 

You can always run the Unbilled Charges report to show your billable expense charges you haven't invoiced yet. Just go to Reports from the left menu. Then, enter Uninvoiced Charges in the Search box to pull up the report. 

 

I'll be right here to help if you need anything else. Have a good day, @jawoodjr

jawoodjr
Level 1

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

Thank you so much for the reply! I'm terribly sorry though as I already knew it was available in the upgraded versions (was character limited in my original question so I didn't expound on the whys). Basically, my CPA runs a report once a year, so was there a way to do this w/out upgrading? I don't send invoices, or do anything fancy, it's basically a glorified version of my spreadsheet (I don't mean any offense to real users or accountants btw).

RaymondJayO
Moderator

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

You don't need to apologize to me because we're committed here to help, @jawoodjr

 

At this time, there isn't a way to enable the billable expense feature using Simple Start. Upgrading your version is currently the recommended method to achieve this goal. 

 

Tracking your billable expenses using your current version would be beneficial to your business. Your suggestion is valuable to us, so I'm taking note of it. Also, I'll submit it directly to our engineers so they can find ways to implement it for future updates. With this, it helps improve your experience in QuickBooks. 

 

I'd suggest visiting this website: QBO Blog. You'll see the latest news and product improvements in this link.

 

You can count me in if there's anything else you need. Have a great day, @jawoodjr

View solution in original post

MIM2
Level 1

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

Our company has the Essential plan and still do not have this option.  Does this mean I have to upgrade another level to get this?

RaymondJayO
Moderator

I need the "track billable expenses by customer for invoicing" option just to track expenses by property but only have the Simple Start plan. Anyone have a work-around?

Thanks for joining this thread, @MIM2

 

Yes, you'll have to upgrade from Essentials to another level to get the said option. Please take note that this process allows you to go to the next plan, which is Plus, before subscribing to Advanced. I'll guide you how. 

  1. Go to the Gear (⚙) icon at the upper right and choose Account and Settings under Your Company.
  2. Select Billing & Subscription.
  3. In the QuickBooks Essentials section, click Upgrade your plan
  4. The Upgrade window opens. Click Choose Plan under the Plus section.  
  5. Confirm your payment information and choose Save.

 

The screenshot below shows you the second to third steps. For the detailed instructions, check out this article: Upgrading QuickBooks Online (QBO) Subscription

UpgradeQBOPlan.PNG

 

Once done, you can now enable the said feature in the settings to record billable expenses in QBO. 

 

In case you want to remove a billable expense charge, you can perform this one at a time or by batch. For more information, refer to this link: Hide Unbilled Expenses

 

Please let me know if you need anything else. Keep safe always. 

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