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March 7, 2019
Question

How do i allocate a bill to a customer?

  • March 7, 2019
  • 2 replies
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Original commenter did not share additional details

2 replies

March 7, 2019


Hi Kwiss22

 

Which of our products are you using, desktop or online?

kwiss22Author
March 7, 2019

i am using online. sorry if this goes twice, sent once from my phone and also from pc

Rustler
March 7, 2019

I am not sure if the global version you have has billable expenses or not, but ...

 

In company settings turn on make expenses and items billable
check mark to track billable expenses and items as income
then in company settings>advanced>chart of accounts click the edit pencil and select the billable expense income account

Why intuit separated the two related settings is anyone's guess

 

When you enter a vendor bill/CC charge/etc, you will see a Billable check mark box, check that and select the customer name in the customer block. The next time you invoice your customer, the system will show billable expenses on the right side that you can click the add link to add the bill to the invoice. IF you do not want to add the bill to the invoice, leave the billable check mark box blank, the cost of the expense will still count against the customer

kwiss22Author
March 7, 2019

thanks for the reply - it seems my version does not have billable expenses. may have to upgrade.

March 7, 2019

Hello

 

In the UK version of QuickBooks Online billable expenses are available. We have a test company you can trial this in(just go to the cog in the top right/account and settings/expenses/bills and expenses/then make expenses and items billable and then when you create an expense you will see an option to tick billable and a drop down for customer name) we have provided the link here

 

Kind regards

 

Emma