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Level 1

Why are Billable expenses not showing up on invoices

 
8 Comments
Level 12

Re: Why are Billable expenses not showing up on invoices

Billable Expenses have to be selected when you create Invoices. Once you select a customer in a blank invoice a popup should prompt you to select charges you wish to bill. There should also be a button to push to select, time, expenses, items etc.

Level 1

Re: Why are Billable expenses not showing up on invoices

re: "There should also be a button to push to select, time, expenses, items etc" - Where is the button?

Moderator

Re: Why are Billable expenses not showing up on invoices

Thanks for dropping by, Marv1n.

I'm here to help you with showing billable expenses in invoices via QuickBooks Online.

 

In order to show the billable expense in invoices, you may want to check if this feature is turned on.

 

Here's how:

 

  1. Click on the Gear icon.
  2. Click on Account and Settings.
  3. Select Expenses.
  4. Click on the pencil icon under Bills and expenses.
  5. Select the box to Track billable expenses and items as income.
  6. Click on Save and hit Done.

I've attached some screenshots for your reference.

 

You can find more details in this article: How to enter billable expenses.

 

Hope I helped you get all straightened out today. Let me know if you have other questions about billable expenses in QuickBooks Online.

 

Level 1

Re: Why are Billable expenses not showing up on invoices

Hello.  I've followed all these steps, however, that billable expense box still does not appear when I create a new invoice.  Using Quickbooks online...please help?

QuickBooks Team

Re: Why are Billable expenses not showing up on invoices

Thanks for joining this thread, skeegan.

 

Let me help ensure you're able to select the billable expense box when creating an invoice in QuickBooks Online (QBO). 

 

I've checked our investigation list to verify if there's an on-going issue about the billable expense in QBO, but we haven't reported of any. 

 

If you've already followed the steps provided by my colleague @RoseMarjorieA to set the billable on your QuickBooks account and settings and the billable expense still doesn't appear when creating an invoice you'll need to process troubleshooting steps. 

 

Let's open your browser in incognito/private mode. This mode doesn't use the existing cache data files to load a web page. 

 

Here are the keyboard shortcuts to open a private browser: 

  • Google Chrome: press Ctrl+Shift+N 
  • Mozilla Firefox: press Ctrl+Shift+P 
  • Internet Explorer: press Ctrl+Shift+P 
  • Safari: press Command+Shift+N 

If the billable expense appear with private browser, I suggest clearing your browser's cache to start fresh. The next time you log in to QuickBooks Online, your browser will download fresh copies of everything you see on each page. Any cache-related issues should be cleared up. 

 

For additional reference, you can check this article on how to enter billable expenses

 

Please let me know how it goes. I'll be around to help if you have other concerns about the billable expense. Have a good one. 

ProAdvisor

Re: Why are Billable expenses not showing up on invoices

@skeegan 

 

When you entered the Expense, did you select Billable box and also Customer/Project column? If you've done so, it should have worked. 

To verify this, you can also run the "Unbilled charges" report.

Left dashboard > reports > standard > who owes you > Unbilled charges.

Level 1

Re: Why are Billable expenses not showing up on invoices

Hi there

I am having the same problem.  I am following these instructions online to get up the billable expenses option up and I get this - so no option to tick any tabs.  

 

Is there a way to change this so I can bill expense? 

 

Thanks


Erica 

Moderator

Re: Why are Billable expenses not showing up on invoices

Billable Expenses option is only available in QuickBooks Online Plus and Advanced version, Erica.

 

You'll want to upgrade to help you record and easily track your company's billable expense from Bill or Expense window every time you enter a transaction.

 

If you haven't already, you can try logging in using a private browser to check if the billable expense appear. If it works, go back to your main browser and clear its cache. As an alternative, try to use other browsers like Google Chrome, Mozilla Firefox, or Internet Explorer.

 

Let me know how these steps work. I'll be right here if you need more help.

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