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September 28, 2024
Question

I'm in my Account and Settings screen, and I'm only seeing "Show tags fields on expense and purchase forms. In a video course, there should be other fields. Can you help?

  • September 28, 2024
  • 1 reply
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I should be seeing other fields like "Show Items table on expense..." as well as "track expenses and items by customer" and  "Make Expenses and items billable" which is where I would do the markup on expenses.

1 reply

September 28, 2024

I can explain why the options you're looking for are not available on your Account and Settings screen, Yellow. Let me add the necessary details here and guide you on how to have them.

 

Please know that the options to Show Items table on expense and purchase forms, Track expenses and items by customer, and Make expenses and items billable are associated with the ability to make an expense billable. However, this feature is only accessible in QuickBooks Online (QBO) Plus and Advanced. You're unable to see the corresponding fields if you're using other QBO plans like Simple Start and Essentials.

 

Therefore, you'll want to upgrade your subscription to utilize the feature and further enhance your business process. You can visit this link to determine which subscription level best fits your business: QuickBooks® Online Pricing & Free Trial.

 

Here's how to upgrade your edition:

 

  1. Access your QuickBooks Online account as the primary or company admin.
  2. Proceed to the Gear icon at the top right corner.
  3. Choose Subscriptions and billing and ensure your billing information is updated.
  4. Pick Upgrade your plan in the QuickBooks Online section.
  5. Click Choose plan, then follow the on-screen instructions carefully to complete the process.

 

For more information, refer to this article: Upgrade or downgrade your QuickBooks Online edition.

 

On the other hand, you might want to scan these materials for guidance when invoicing your customers for your billable expenses:

 

 

Add a response below and mention our team for future queries about making an expense billable in QuickBooks Online. We're always dedicated to assisting you in accomplishing your accounting responsibilities in QuickBooks Online.