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GraceESMB
Level 3

Mark an expense or vendor bill as billable by default

In QB Desktop I was able to set up a preference to "mark all expenses as billable". However, in QB Online I can't seem to find that preference. Most of our expenses are billable and I'd like that to be the default. 

Solved
Best answer February 07, 2023

Best Answers
Giovann_G
Moderator

Mark an expense or vendor bill as billable by default

Good day, Grace.

 

That is correct. You'll have the option to set up your preference to mark all expenses as billable by default in QuickBooks Desktop. I'm sure it will save you time if QuickBooks Online is set up in the same way.

 

The two platforms use this functionality in slightly different ways. You can add billable expenses to the invoice in QBO by checking the Billable checkbox. 

 

Additionally, this will be a fantastic addition to upcoming product improvements. I recommend submitting your idea through QuickBooks. This ensures that our Product Development team will receive your request and review it. They can include it in the next updates if it is approved.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. Hit Next to submit.

 

You can look through some of the topics on our Help Article page for more guidance as you work with your expense and vendor transactions in the future.

 

If you have other concerns or follow-up questions, let us know. The Community is always available to help you.

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6 Comments 6
Giovann_G
Moderator

Mark an expense or vendor bill as billable by default

Good day, Grace.

 

That is correct. You'll have the option to set up your preference to mark all expenses as billable by default in QuickBooks Desktop. I'm sure it will save you time if QuickBooks Online is set up in the same way.

 

The two platforms use this functionality in slightly different ways. You can add billable expenses to the invoice in QBO by checking the Billable checkbox. 

 

Additionally, this will be a fantastic addition to upcoming product improvements. I recommend submitting your idea through QuickBooks. This ensures that our Product Development team will receive your request and review it. They can include it in the next updates if it is approved.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. Hit Next to submit.

 

You can look through some of the topics on our Help Article page for more guidance as you work with your expense and vendor transactions in the future.

 

If you have other concerns or follow-up questions, let us know. The Community is always available to help you.

GraceESMB
Level 3

Mark an expense or vendor bill as billable by default

So what you're saying is there is no way to set "billable" as the default. It seems for as much as you charge for QBO the functionality is so much less than the Desktop version.

 

I appreciate the response and confirmation.

CWSolarDCW
Level 1

Mark an expense or vendor bill as billable by default

My experience is the opposite.   Every expense I have is default billable, however I want to disable and make them non-billable.    Crazy

ShyMae
QuickBooks Team

Mark an expense or vendor bill as billable by default

Hi there, CWSolar. I'm here to guide you on how to turn off the billable feature in your expenses on QuickBooks Online.

 

Before anything else, when you create an expense in QuickBooks Online, you can manually choose to tick the Billable column. Since you want to turn off or disable this feature, you can follow the steps below:

 

  1. Hover to the Gear icon and select Account and Settings, then Expenses.
  2. Under the Bills and expenses tab, click on the pencil icon.
  3. Tick the Make expenses and items billable to turn it off.
  4. Hit Save, then Done. 

 

Sample.png


Please know that turning off the option to mark expenses as billable will only apply to future transactions when toggling the "Make expenses and items billable" box. Previous transactions will not be affected.

 

For more information regarding the billable feature, read this informative article: Enter billable expenses

 

Moreover, I'd be adding articles to learn more about bills and expenses:

 

 

I'm still around to help whenever you require assistance managing your expenses and billable feature. Kindly utilize the reply button below to enter your queries. 

HotShotOffice
Level 1

Mark an expense or vendor bill as billable by default

I am having this issue in QuickBooks Desktop.  I do not have a "gear Icon"  where can I go to fix this?

FaithA
QuickBooks Team

Mark an expense or vendor bill as billable by default

Thanks for joining the thread, HotShotOffice.

 

Marking expenses or vendor bills as billable by default in QuickBooks Desktop requires a different navigation process than QuickBooks Online. Let me help you find the settings you need.

 

Follow these steps to adjust your preferences in QuickBooks Desktop:

 

  1. Open QuickBooks Desktop. Go to the Edit menu at the top.
  2. Select Preferences.
  3. In the Preferences window, select Time & Expenses from the left panel.
  4. Go to the Company Preferences tab.
  5. Check the box for Create invoices from billable expenses.
  6. Click OK to save your changes.

billable expenses qbdt.png

 

Additionally, once you’ve set up your billable expenses, you might want to record an invoice payment to ensure up-to-date transactions. Here’s a helpful guide to support you in the future: Record an invoice payment.

 

Should you have more questions or need further assistance marking expenses as billable or recording vendor transactions, don’t hesitate to keep the conversation going in this thread. We're always here to support you every step of the way.

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