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PEAK-G
Level 1

Which version includes the ability to add a customer to an expense or bill

I'm on the entry level version and would like to add the customer information to an expense or bill to see P&L per customer.
Solved
Best answer September 18, 2023

Best Answers
jeanbiverly_
QuickBooks Team

Which version includes the ability to add a customer to an expense or bill

That's a great question, @PEAK-G!

 

You can add customers to expenses or bills using the Billable Expense feature. The ability to record them can be done if you're using QuickBooks Online Plus or Advanced. To do that, you can follow these steps:

 

  1. Head to Settings, then select Account and Settings.
  2. Go to the Expenses tab.
  3. In the Bills and Expenses section, click Edit.
  4. Turn on the following:
  • Show Items table on expense and purchase forms.
  • Track expenses and items by customer.
  • Make expenses and items billable.

        5. Click the drop-down button to choose your preferred default bill payment terms.

        6. Hit Save.

 

You can visit our site for more information about this process:  Enter billable expenses in QuickBooks Online.

 

Once you track your customer's billable expenses, you can view them by running a Profit and Loss (P&L) by Customer report. Here's how:

 

  1. Go to Reports.
  2. On the "Find report by name" search bar, type and click  "Profit and Loss by Customer."
  3. Click the Customize tab if you need to filter the report.
  4. Then select Run Report.

 

You can also refer to these links in case you'll need them in the future:

 

 

Please don't hesitate to reach out again if you have follow up concerns about your customers and expenses. I'm here to assist. Have a good one!

View solution in original post

3 Comments 3
jeanbiverly_
QuickBooks Team

Which version includes the ability to add a customer to an expense or bill

That's a great question, @PEAK-G!

 

You can add customers to expenses or bills using the Billable Expense feature. The ability to record them can be done if you're using QuickBooks Online Plus or Advanced. To do that, you can follow these steps:

 

  1. Head to Settings, then select Account and Settings.
  2. Go to the Expenses tab.
  3. In the Bills and Expenses section, click Edit.
  4. Turn on the following:
  • Show Items table on expense and purchase forms.
  • Track expenses and items by customer.
  • Make expenses and items billable.

        5. Click the drop-down button to choose your preferred default bill payment terms.

        6. Hit Save.

 

You can visit our site for more information about this process:  Enter billable expenses in QuickBooks Online.

 

Once you track your customer's billable expenses, you can view them by running a Profit and Loss (P&L) by Customer report. Here's how:

 

  1. Go to Reports.
  2. On the "Find report by name" search bar, type and click  "Profit and Loss by Customer."
  3. Click the Customize tab if you need to filter the report.
  4. Then select Run Report.

 

You can also refer to these links in case you'll need them in the future:

 

 

Please don't hesitate to reach out again if you have follow up concerns about your customers and expenses. I'm here to assist. Have a good one!

PEAK-G
Level 1

Which version includes the ability to add a customer to an expense or bill

Ok thank you. Looks like I need to upgrade to one of those two versions, I don't see that option in my version.

 

Thank you for the through answer.

 

Best,

 

Mark

FateCandylaneT
QuickBooks Team

Which version includes the ability to add a customer to an expense or bill

You're most welcome, Peak-G.

 

It's great to hear that the information shared by my colleague, @jeanbiverly_, above has addressed your concern. We'd love to hear more from you if you have additional queries when managing customers in your account.

 

We'll be right here, willing to assist whenever you need further help. Keep safe and have a good one!

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