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September 19, 2023
Question

HiI can’t seem to add an expense to an invoice easily.I have snapped and taken all details and added as an expense but can’t add to invoice without re-typing?

  • September 19, 2023
  • 1 reply
  • 1 view
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1 reply

Level 13
September 19, 2023

Hello and welcome to the Community, geosho-gmail-com

 

You can easily add details from an expense to an invoice for your customer using our billable expenses feature. 

 

Please note that this feature is only available in QuickBooks Online Plus and Advanced. To turn on:

 

1. Go to Settings ⚙, then select Account and settings.
2. Go to the Expenses tab.
3. From the Bills and expenses section, select Edit ✎.
4. Turn on the following:
- Show Items table on expense and purchase forms
- Track expenses and items by customer.
- Make expenses and items billable.
5. (Optional) Set up the following:
- Markup rate
- Billable expense tracking
6. Bill payment terms.
7. Select Save.

 

If you're using a lower subscription level (Simple Start or Essentials), you can upgrade your account to have instant access to the feature. Otherwise, the details would need to be input manually on the invoice.