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Yogi
March 8, 2023
Solved

Bill to in QBO

  • March 8, 2023
  • 1 reply
  • 0 views

The bill-to function in QuickBooks Desktop has been a much-used and much-appreciated ability for me. Now I find that function in QuickBooks Online fails to act in the same way, and in fact is looking to be useless to me. The only guidance I have read indicates that in QBO the billable expenses must be associated with a project. Why? I paid an item on behalf of a client and now I want to bill him, but you make me create and assign projects? Why do you assume that all bilable expenses are related to Projects and Job Costing? If I am mistaken, please guide me; otherwise, I am disappointed (once again) with online.

Best answer by MirriamM

Hi there, @Yogi.

 

When creating a billable expense, it's not necessary to choose a project from the Customer/Project drop-down. The drop-down allows you to select a customer, not only a project.

 

 

To ensure we're on the same page, I'd like to clarify how you create the bill or billable expense. Did you receive any prompts to choose a Project?

 

For more details on how to record billable expenses, see this article: Enter billable expenses. It also contains information on how to reimburse the cost, link the billable expense to your customer's invoice.

 

For future tasks, here's how to record invoice payments after creating an invoice from the billable expense: Record invoice payments in QuickBooks Online.

 

Please know that I'm only a few clicks away if you have any other questions or concerns about recording your transactions. I'll be here to assist. 

1 reply

M
MirriamMAnswer
March 8, 2023

Hi there, @Yogi.

 

When creating a billable expense, it's not necessary to choose a project from the Customer/Project drop-down. The drop-down allows you to select a customer, not only a project.

 

 

To ensure we're on the same page, I'd like to clarify how you create the bill or billable expense. Did you receive any prompts to choose a Project?

 

For more details on how to record billable expenses, see this article: Enter billable expenses. It also contains information on how to reimburse the cost, link the billable expense to your customer's invoice.

 

For future tasks, here's how to record invoice payments after creating an invoice from the billable expense: Record invoice payments in QuickBooks Online.

 

Please know that I'm only a few clicks away if you have any other questions or concerns about recording your transactions. I'll be here to assist. 

Y
YogiAuthor
March 8, 2023

Thank you so much. I tried to use the Help onscreen while in QBO, and there were only a couple results from my searches for bill to customer. They were not worth much. Thank goodness you replied!

R
Rea_M
March 9, 2023

You're always welcome, @Yogi. 

 

I'm glad that we're able to solve your billable expense concern. We appreciate you for letting us know how the steps went. We couldn't do it without your cooperation. 

 

 Please don't hesitate to let us know if there's anything else you need to manage your business's growth using QuickBooks Online (QBO). Take care, and I wish you continued success, @Yogi. 

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