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thomaslove
January 13, 2020
Solved

Where does the milage information submitted on the new milage tool connect with? Doesnt seem to appear under payroll under mileage reimbursement or chart of accounts

  • January 13, 2020
  • 2 replies
  • 3 views
Is it only contained within that tool or does it link to the rest of the software?  It doesnt seem to appear under payroll under mileage reimbursement or chart of accounts in the mileage allowance section. Does this have to be re-entered manually?
Best answer by JessT

That tool is purely for mileage tracking purposes only, thomaslove. It's not connected to any transactions or accounts.

 

If you want to do invoicing or bills for mileage you've tracked, you can create a Mileage item and an account for it. Then, use the item to your invoices or bills. You can check out the detailed steps in this article: Manually track mileage for multiple vehicles.

 

If you have other questions in mind, you can always go back to this thread.

2 replies

JessT
JessTModeratorAnswer
Moderator
January 13, 2020

That tool is purely for mileage tracking purposes only, thomaslove. It's not connected to any transactions or accounts.

 

If you want to do invoicing or bills for mileage you've tracked, you can create a Mileage item and an account for it. Then, use the item to your invoices or bills. You can check out the detailed steps in this article: Manually track mileage for multiple vehicles.

 

If you have other questions in mind, you can always go back to this thread.

    T
    thomasloveAuthor
    January 13, 2020

    That's really helpful thanks @JessT  I think that documentation is out of date though or there's a setting I'm missing...

     

    I've managed to go through steps 1 and 2 alright. Step 3 there's not the option to select "I purchase this product/service from a supplier." but it can still be created but when I get to step 4 there's no way to add a product, quantity or rate to a new bill. (only category, description and amount).

     

    I've checked "Account and Settings" and there doesn't seem to be a way to show these fields.

     

    Any ideas?

    Jen_D
    Jen_D
    Level 8
    January 13, 2020

    Thanks for providing us an update about setting up mileage in QBO, @thomaslove,

     

    You will see the I sell this product/service to my customers option in the Description section of Non-stock and Service items. See this illustration:

     

    If you don't see this option, it's possible that you have selected Stocks and Bundles as the product type. Try to set up a new item in private browsing and see if it does the same thing there. Here's how:

     

    Google Chrome: press Ctrl + Shift + N  
    Mozilla Firefox: press Ctrl + Shift + P
    Internet Explorer: press Ctrl + Shift + P
    Safari: press Command + Shift + N

     

    If it works, clear the browser's cache to remove the history or log files so you can start with a clean slate.

     

    With regards to your other question about being unable to assign items on transactions, you will need to enable this in the company settings. Follow the steps below:

     

    1. Go to the Gear icon and select Accounts and Settings.
    2. Click the Expenses menu and click on Bills and expenses.
    3. Mark the Show Items table on expense and purchase forms box.
    4. Hit Save, then Done.

    Let me know if it resolves the problem, thomaslove. I want to make sure you're all set and I'm here if you need further help. Have a good one!

      Jen_D
      Jen_D
      Level 8
      January 14, 2020

      Glad to hear back from you, thomaslove,

       

      Since you already did the recommended troubleshooting steps but to no avail, I would recommend contacting our phone support representatives directly.

       

      Our representatives can provide additional technical support with this unexpected problem. They can also create an investigation specifically for the missing I sell this product/service to my customers option in the Product/Service setup.

       

      Here's how to get our contact information:

      1. Click the (?) Help menu at the top right section of your QBO Dashboard.
      2. Tap the Contact us button.

       

       

       

      I appreciate your time today. Kindly update me on how the call goes as I want to make sure you're all set. I'll be around if you need further assistance, just leave a comment below to notify me. Have a good one!

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