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December 23, 2023
Question

Why don't I have a customer field when I'm editing my expenses?

  • December 23, 2023
  • 1 reply
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1 reply

December 23, 2023

Hello @office-veteransc, welcome to the Community! 

 

I noticed that you're having trouble finding the customer field when editing your expenses. The reason for this could be that you haven't turned on the billable expense option.

 

This feature allows you to easily record and track billable expenses, which can be reimbursed by your customer when they receive their invoice. It's important to note that this feature is only available for QuickBooks Online (QBO) Plus and Advanced users. If you're not subscribed to either of these plans, you might want to consider upgrading.

 

Here are the steps to turn on billable expense tracking:

 

1. Go to the Gear icon and select Account and Settings.

2. Open the Expenses tab.

3. Click on the Edit or pencil icon in the Bills and expenses section.

4. Ensure the following options are turned on:

  • Show items table on expense and purchase forms
  • Track expenses and items by customer
  • Make expenses and items billable

5. You can also set up the following:

  • Markup rate
  • Billable expense tracking
  • Sales tax charge
  • Default bill payment terms

6. Hit Save.

 

For more detailed information, you can visit this article: Enter billable expenses in QuickBooks Online.

 

In case you want to email your expense receipts and bills to get them into QBO, you can check out this article for guidance: Email receipts and bills to QuickBooks Online.

 

Please let me know if you have any other concerns apart from your expenses. It's my pleasure to be of service.