You're all set! When you enter your next bill or expense, you should see a section for 'Item Details' where you can associate your costs with a Product or Service item and a Customer/Project:īy configuring your Company Settings above, you ensured that this 'Item details' section is visible on both your invoices and expenses, and by enabling your products and services for Sales as well as Purchases, you ensured that those items will appear in the 'Product/Service' drop down menu on your invoices and expenses.

I purchase this product/service from a vendorĪssociating your expenses with Products and Services.

I sell this product/service to my customers.For each of your products or services, make sure you have checked both of these options (select the 'Edit' link to access each item's settings):.From the QuickBooks Online dashboard, navigate to the gear icon at the top right corner of the screen and select 'Products and Services'.These will let you select from your products and services list when you are entering a bill or expense Under 'Expenses', make sure you have turned both 'Show Items table on expense and purchase forms' AND 'Track expenses and items by customer' on.This will allow you to track information on your invoices back to your products and services. Under 'Sales', make sure the option to 'Show Product/Service column on sales forms' is enabled.Navigate to the gear icon at the top right corner and go to 'Account and Settings' under Your Company.There are a few important settings that you may need to configure on the QuickBooks side of things in order to start using your products and services in that way. If you're retrieving your budget actuals from QuickBooks Online Plus, you will want to make sure you're tracking these job costs with your products and services.

Quickbooks online settings