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SashaCooper
January 9, 2019
Solved

Customer tracking on expenses

  • January 9, 2019
  • 2 replies
  • 0 views

How do you track a the customer expenses?

 

You use to be able to add a "Customer" when entering a expense/bill, but there is no longer that option.

    Best answer by

    Hi,

     

    We need to be able to track our expenses allocated to specific customers. This affects all our reports, profit and loss/ sales/commision.

     

    I refuse to accept that Quickbooks online is unable to facilitate this otherwise what is the point of QB online??

     

    Please assist urgently


    Hello, SashaCooper.

     

    Let’s make sure that your settings to Make expenses and items billable and Track expenses and items by customer are turned on.

    1. Click the Gear icon at the top.
    2. Select Accounts and Settings
    3. Click Expenses from the left menu.
    4. Select the pencil icon in the Bills and expenses section.
    5. Turn on Track expenses and items by customer and Make expenses and items billable.

    If you’re unable to track expenses for customers after following the steps above, I’d recommend contacting our support team. They can help you investigate the root cause of this issue to come up with the fix.

     

    Thanks for dropping by!

    2 replies

    A
    Anonymous
    January 9, 2019

    Hello, SashaCooper.

     

    You might have been using the Simple start or Essential version of QuickBooks. The option to make expense and items billable is only available in the Plus version.

     

    You can upgrade your subscription by following the steps in this article: How do I upgrade my QuickBooks Online subscription?

     

    If you have additional questions about QuickBooks, let us know. We’ll be happy to help.

    M
    Mark Schulte
    January 9, 2019

    how does this answer that question if we were able to do this before. was this something that was taken away by quickbooks essentials?

      R
      rwise0308
      January 18, 2023

      Need to look for some other software. They have removed most basic accounting functions from QBO simple and now are forcing you to pay 1000.00 a year for something that others do for only 30-40 a month. This is a piece of junk accounting package now. Would never have moved but lost my Desktop program and QB does not offer it anymore forcing you to pay. Oh and the double check the Desktop version they have $800 yr. It is really only Simple functionality. Just a scam to get you to QBO Plus $1020.00yr

      Have to have Essential just to enter Bills and Pay in a Check run.  $55   $660 year

      Have to have Plus to track customer expense and job costing.     $85 $1020 year. 

      all for simple account practices. Oh and you can bet that pricing will only go high every year.

      Finding something else. 

        M
        michaeltherett
        February 7, 2023

        This is unreal. I'm definitely jumping ship while I'm still early in my self-employed business. Can't stomach giving QBO this much money per year for BASIC accounting features. I'm done.

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