Congratulations on making your first post in the Community, Newstead1.
Let me share some information and help you track and invoice your billable expenses in QuickBooks Online.
While QuickBooks Online and QuickBooks Desktop share many features, QuickBooks Desktop's features are typically more developed. This means that the features and User Interface in QuickBooks Online are much simpler to use, whereas the feature set in QuickBooks Desktop is more focused on traditional accounting.
For QuickBooks Online Essentials, you can set up jobs as sub-customers and track billable time by job. To do this, you need to add a sub-customer first.
Here's how:
- Go to Sales, then Customers.
- Click on New customer.
- Enter all necessary info for the sub-customer.
- Tick the Is sub-customer check box.
- From the Enter parent customer dropdown ▼, select the parent customer.
- Choose Bill with parent.
- Select Save.
Once done, we need to turn on the billable time settings by following the steps below.
Like this:
- Go to the Gear ⚙ icon, then Account and settings.
- Click on the Time tab.
- In the Timesheet section, hit Edit ✎.
- Turn on the Allow time to be billable setting.
- If you want your users to see their billable rate when they enter their time, select the Show billing rate to users entering time checkbox. You may want to leave this unchecked if you bill customers at a different hourly rate than you pay your employees and subcontractors.
- Select Save, then select Done.
After that, you can proceed with the steps outlined in this article on how to record and add billable time to an invoice: Enter billable time by job in QuickBooks Online.
I've also added this link for more helpful articles to manage your business: Getting Started With QuickBooks Online.
You can always get back to me if you need any additional information or assistance. I'll keep an eye out for your response. Have a wonderful day!
