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K
kshitij-sinha-ci
November 23, 2021
Question

How to enable shipping charges

  • November 23, 2021
  • 1 reply
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How to enable shipping charges

1 reply

A
AbegailS_
November 23, 2021

Hi, @kshitij-sinha-ci.

 

Thank you for posting in the Community. I'd be delighted to provide information on how to enable your shipping charges.

 

You can enable this from the sales settings. Here's how:

 

  1. Go to the Gear icon, then select Account and Settings.
  2. Navigate to the Sales tab, then turn on the Shipping in the Sales Form Content section. 
  3. Click Save, then Done. 

 

Once done, you're now ready to track customer transactions with shipping fees.

 

For additional information on how to record customer entries in QBO, see the following article: Customize invoices, estimates, and sales receipts article.

 

Keep in touch if you have any clarifications or other concerns. I’m always ready to lend a helping hand. Have a great week ahead.

K
kshitij-sinha-ciAuthor
November 24, 2021

How we can enable shipping charges & discount in purchase bills?

Rubielyn_J
Rubielyn_J
November 24, 2021

I appreciate you for getting back to this thread, @kshitij-sinha-ci. I've got you some information about enabling shipping charges and discounts in purchase bills.

 

I can see how beneficial it is for you and your business, however, this option is unavailable in QuickBooks. As an alternative, we can set up service items for shipping charges and discounts. Then, add them to another line item when creating a bill.

 

To create one, please see the steps below:

 

  1. Select the Sales menu and choose the Products and services tab.
  2. Click New, select Non-inventory or Service.
  3. Add a name (Service charge or discount). 
  4. From the Category ▼ dropdown, pick the category that best describes your product or service. 
  5. Insert a description. 
  6. Enter an amount in the Sales price/rate field. 
  7. Choose the Income account ▼ dropdown and the account you want to use to track the sale.
  8. Lastly, click Save and close.

 

Once done, create the bill and enter the item for services charges and discounts in the line item. See screenshot below:

 

I'm also attaching this link to guide you to track bills and record the payment in QuickBooks: Enter vendor transaction. 

 

Keep in touch if you have further questions about managing your purchase bills in QuickBooks. I'll be around to help you. Keep safe!

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