Turn on expense and item tracking by Customer



QuickBooks Online has a setting that allows to Track expenses and items by customer. When enabled it adds a customer column to expense transaction details.  Mobius will populate this column.


To turn this feature on, In QuickBooks Online

1. Navigate to the COG Wheel

2. Click Accounts and settings

3. Select Expenses in the left navigation window

4. Click "Track expenses and items by customer" 

5. Click Save

Verification steps.

In QuickBooks Online, Select Expenses > Expenses > Click on one of the expense bills.

You will now see a customer column on your Item details.


Note: All existing expenses and items in QuickBooks online will need to be manually set using the steps above. All new expenses will come over with the customer field attached.

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