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R
rahmatullah-inar
February 14, 2024
Question

Hi there, why can't I assign a customer/donor to a payment account in EXPENSE? It results into classification error. I want to get the same result as I do through JE

  • February 14, 2024
  • 1 reply
  • 0 views
When I post expenses through the Journal Entry, I can assign customer/donor to both debit and credit accounts and gives perfect results. However, we use QBO Advanced workflow approvals and it is giving us a headache in having a reconciled balance sheet by customer/donor. The same issue is with using classes through workflow forms.

1 reply

Nicole_N
Nicole_N
February 14, 2024

Hello, @rahmatullah-inar. I'm here to ensure you can assign a customer/donor to a payment account in Expense in your QuickBooks Online (QBO).

 

Before anything else, can you tell me the specific classification error/message you received? Knowing this will help me provide you with an accurate resolution. 

 

In the meantime, let's perform some basic troubleshooting steps. We can start by signing into your QBO account using a private or incognito window. Doing so will help us determine if this is a browser issue. You can use the following keyboard shortcuts:
 

  • Safari: Command + Shift + N
  • Mozilla Firefox: CTRL + Shift + P
  • Google Chrome: CTRL + Shift + N
  • Microsoft Edge: CTRL + Shift + N

 

Once signed in, assign a customer to a payment account in expense again. If it works without issues, go back to your regular browsing history and clear the cache. Otherwise, use other supported browsers to help narrow down the cause of this behavior.

 

Moreover, I'm adding this article in case you want to learn how to track donations in QBO: How to record donations or charitable contributions in QuickBooks Online.


If you have further questions or concerns about expenses in QuickBooks, don't hesitate to leave a reply below. The Community team is always around to assist. 

R
rahmatullah-inarAuthor
February 15, 2024

Thank you for your response Nicole!

I am sorry that I couldn’t explain it properly. My issue is not that I cannot assign a customer/donor to an expense account but rather to a bank account which is credited when an expense is created.

Normally, when I create expense through workflow form (EXPENSE), I can assign donor to expense account but there is no option/field for me to choose a customer/donor for my bank account from which the expense is paid 

E
Erika_K
February 15, 2024

Hi there, rahma. 

 

I understand the importance of assigning a customer or a donor to the payment account in the Expense workflow. 

 

In QuickBooks Online (QBO), we can designate customers/donors to debit and credit accounts when creating expenses through Journal entries. However, this functionality isn't available when generating the Expenses workflow. Rest assured, we will take note of this recommendation for future product updates.

 

Moreover, you can visit this article to help you understand how to use key features so you can work smarter and grow your business faster: QuickBooks Online Advanced resource hub. 

 

If you have more questions about customizing invoices, please don't hesitate to drop by. Take care! 

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