Skip to main content
U
userhello1
October 15, 2020
Solved

Is there a way of adding quantities to an expense on the essentials plan. I simply want to be able to record a full breakdown of my expenses.

  • October 15, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by Mark_R

I appreciate you getting back to us and providing a screenshot of your concern, @userhello1.

 

Allow me to provide additional information on showing items table on expense transactions and help you from there.

 

The Show Items table on expense and purchase forms option is currently available in the QuickBooks Online Plus version. Since you've stated in your original post that you're using the Essentials version, you can consider upgrading your QuickBooks subscription. This way, you'll be able to add items and quantities to an expense transaction.

 

Once you're ready to upgrade your subscription, please follow the steps below:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Go to the Billing & Subscription menu.
  3. Select Upgrade your plan in the QuickBooks Online section.
  4. Choose the Plus plan, then click Upgrade.
  5. Confirm your payment information and select Save.

I'm adding this article for more details: Upgrade your QuickBooks Online subscription.

 

You might also want to check out this article to learn how to record the most frequently used transactions: Record commonly-used transactions.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

1 reply

G
GeorgiaC
October 15, 2020

Hello and Welcome to the Community, userhello1 👋

 

To do this, please first enable the 'Item details' table by going to the Cogwheel > Account & Settings > Expenses > Bills and expenses > Tick 'Show Items table on expense and purchase forms'.

 

After this, you'll be able to enter the stock items and quantity for purchases. 🤗

U
userhello1Author
October 15, 2020

Thank you for your reply - that option is not available to me.

Please see attached

M
Mark_RAnswer
October 15, 2020

I appreciate you getting back to us and providing a screenshot of your concern, @userhello1.

 

Allow me to provide additional information on showing items table on expense transactions and help you from there.

 

The Show Items table on expense and purchase forms option is currently available in the QuickBooks Online Plus version. Since you've stated in your original post that you're using the Essentials version, you can consider upgrading your QuickBooks subscription. This way, you'll be able to add items and quantities to an expense transaction.

 

Once you're ready to upgrade your subscription, please follow the steps below:

 

  1. Click the Gear icon, then select Account and Settings.
  2. Go to the Billing & Subscription menu.
  3. Select Upgrade your plan in the QuickBooks Online section.
  4. Choose the Plus plan, then click Upgrade.
  5. Confirm your payment information and select Save.

I'm adding this article for more details: Upgrade your QuickBooks Online subscription.

 

You might also want to check out this article to learn how to record the most frequently used transactions: Record commonly-used transactions.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

Terms & ConditionsAccessibility statement