Receipts - Add customer/project to a bill or expense transaction | Feature Requests

Receipts - Add customer/project to a bill or expense transaction

complete

Renae Leahy

Being able to add the project or customer to vendor bills and expenses is critical for job costing clients.

September 10, 2024

Ben Stein

Merged in a post:

Receipts - Add Customer/Project to a bill/expense

Kinsey Stutts

IT would be great if you could add the customer to an expense transaction via receipts. I have a few clients that track profitability by customer and currently have to add a step by adding it in QBO.

May 21, 2025

Bevin Conrow

Yes please!! Receipts would be a perfect place to attribute expenses to their corresponding Projects without having to run another Custom Report in Quickbooks.

Jillian Plank

marked this post as

complete

Jillian Plank

Renae Leahy this feature is available! You'll need to enable Customers/Projects for your client first. After that you can add Customers/Projects to bills & expenses and mark them billable, if applicable. Here's a quick video showing you how to do that: https://www.loom.com/share/4b6438d15c804e70aecf3bae4fe49cd3?sid=aabddb90-ed14-4463-bbc8-bcd60e2481f6