Thank you for that observation, @DCodeglia.
Yes, you’re right! The option to add billable expense is only available for QuickBooks Online (QBO) Plus and Advance. Nonetheless, my colleague, katherinejoyceO will update her answer to reflect the correct information. This also avoid other users in this forum to get confused with the features offered in each subscription.
On the other hand, if you’re currently using a QuickBooks Online Simple Start and Essentials, you might want to follow the steps provided by the peer above, Jen_D to upgrade to QBO Plus or Advanced. Otherwise, you can utilize a Journal Entry (JE) to do the following. Here’s how:
- Click + New and select Journal entry.
- On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
- On the next line, select the other account you're moving money to or from. Depending on if you entered a debit or credit on the first line, enter the same amount in the opposite column.
- Check the amounts - you should have the same amount in the Credit column on one line and the Debit column on the other. This means the accounts are in balance.
- Select Save and new or Save and close.
I also recommend seeking your accountant’s advice to ensure you entered the details correctly.
Moreover, here are some articles you can browse to categorize your transactions and reconcile your account:
If you have further concerns with billable expenses, you can always drop by to post them here. Stay safe!
