How to get here?
From the home page screen > company gear (upper right corner) > settings > company settings > expenses
- Bills and expenses
- Purchase Orders
Bills and expenses (available in Plus plan only)
Show Items table on expense and purchase forms – Adds a Product/Service table on expense and purchase forms so you can itemize products and services.
Track expenses and items by customer – Adds a Customer column on expense and purchase forms so you can track expenses and items by customer.
Make expenses and items billable – Adds a Billable column on expense and purchase forms so you can add billable expenses and items on sales forms.
Markup with a default rate of xxx% – If you make an expense billable to your customer, this automatically adds a default markup % to the expense. Related setting: Advanced > Chart of accounts > Markup income account
Track billable expenses and items as income – Use one or more income accounts to track billable expenses. Related setting: Advanced > Chart of accounts > Billable expenses income account
- In a single account
- In multiple accounts – Adds a “Use for billable expenses” checkbox to an account’s edit screen in the Chart of Accounts.
Charge sales tax – Turns on the Tax checkbox by default for billable expenses and items. Requires sales tax to be turned on first
Default bill payment terms (to vendor) – Select from the list or create new one (gear > lists > terms)
Purchase orders (available in Plus plan only)
Use purchase orders – Lets you enter purchase orders from the Create (+) button at the top of the QuickBooks page.
Custom fields – Adds extra fields to purchase orders (up to 3).
Custom transaction numbers – Lets you use your own numbering system. If left blank, purchase order numbers are automatically assigned by QuickBooks.
Default message on purchase orders (to vendor)
