Billable Expenses in QuickBooks Online Plus

Billable Expenses! I cannot get them to show on my customer's invoice? Why? This is a topic I see over and over again in the Intuit Community Forum. Well, as you will see in this video, it could be one of several reasons:

  • Check your settings under gear wheel>account and settings>expenses.  Make sure you have the setting activated.
  • Use items in the expense transaction.
  • Make sure the item has the "used in vendor and expense transactions" box is checked off.
  • Use the item in the transaction (bill, check).
  • Make sure you use the customer name in the bill or expense transaction.
  • All of these things need to be done or the expenses will not show as billable or you will not be able to include them in the customer invoice and tie them all back to your customer.  You also need to do some of the above list to be able to show the expenses on the Profit and Loss by job report.

Lynda Artesani

Being in the accounting field for over 20 years, I have watched this industry evolve. It is an exciting time to be an accountant with all the changes in technology. I am honored to be on the Intuit Advisory Council 2018-2019 and to be a member of the Intuit Trainer Writer Network. I am also an Advanced Certified ProAdvisor. In addition, I am the co-founder of QB Community Live! With Matthew Fulton. It is a Facebook group where I help other accountant and small business owners. My firm specializes in working with Law Firms and with Real Estate owners and Start ups.