How do I connect expenses to customer jobs for Customer job costing in new QuickBooks Online Plus?

Billable and expenses setup
Billable and expenses setup

If you have Essentials, you will need to upgrade from Essentials to Plus subscription.

From Home page screen

  • Go the Company “Gear” icon (located at top right hand corner, next to company login name
  • Select “Company Settings” under Settings heading
  • Select “Expenses” under Settings heading
  • Select “Bills and Expenses” and make needed selections

▣ Show Items table on expense and purchase forms On
▣ Track expenses and items by customer On
▣  Make expenses and items billable On

  • Save

In some earlier QuickBooks Online Plus version, take these steps:

  • Click the “Gear” icon (located top right hand corner, next to company login name)
  • Select Company Settings under Settings menu
  • Select Vendors & Purchases under Preferences
  • Select and Checkbox Expense and product/service tracking by customer
  • Select and Checkbox Use billable expenses and products/services
  • Save

Next time enter bills, write check, enter expense (paid by debit card or credit card), select appropriate billable/customer

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