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typicole
Level 3

Why is the Expense Page Different on Different QBO Accounts

When I create an expense listing on my sandbox developer account, there are two sections on the expense page. A category details section and an item details section.

Screen Shot 2022-11-29 at 3.17.45 PM.png

However, on my regular QuickBooks account, when I create an expense listing, it looks like the screenshot below. There is no item details section. Why is this?

Screen Shot 2022-11-29 at 3.17.04 PM.png

 

 

3 Comments 3
Archie_B
QuickBooks Team

Why is the Expense Page Different on Different QBO Accounts

Hi there, typicole.

 

Welcome to the Community. Let me share instructions to ensure you're able to view the item detail section on expense page in QuickBooks Online.

 

We need to enable the Show Items table on expense and purchase forms option in the Account and Settings in order for the Item details tab/line to appear on the Expense page. 

 

Here's how:

 

  1. Log in to your QuickBooks Online account.
  2. Go to the Gear icon at the upper right corner.
  3. Click on Account and settings.
  4. Select the Expenses tab.
  5. Go to the Bills and expenses section. Then, turn on the Show Items table on expense and purchase forms.
  6. Hit Save and Done.

 

Also, keep in mind that this is only available in the Plus plan. The Item details tab is not available in Essentials or Simple Start.

 

To view your vendor transactions in QuickBooks Online, you can check out this article for more information: View vendor transactions.

 

Let me know if you need further assistance about your vendor entries in QBO. I'm always here to help. Have a wonderful day!

typicole
Level 3

Why is the Expense Page Different on Different QBO Accounts

This was super helpful, @Archie_B , thank you so much! So essentially if I don't have the plus plan, I can not add items from a receipt to an item details sections in an expense listing? If I want to add items items to an expense listing, they'll have to go in the category section? - Unless I upgrade to Plus

Bryan_M
QuickBooks Team

Why is the Expense Page Different on Different QBO Accounts

Hi there, @typicole.

Yes, you're right. Adding item details to the expense listing is unavailable unless your subscription is QuickBooks Online Plus, Essential, or Advanced.

 

If your subscription is not one of the three,  you're also right. You must go to the category section to manually add your desired item.

 

You might be interested in upgrading your plan in QuickBooks Online. You can visit this link: QuickBooks Online plans and pricing.

 

Feel free to reply to this post if you have item details-related concerns. I'll be willing to lend a hand. Have a wonderful day!

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