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July 10, 2021
Question

I have a trucking company that leases on to owner operators. How can I create an expense template that will let me enter the quanity, rate, and description in it?

  • July 10, 2021
  • 5 replies
  • 25 views
We charge 23% of each load the owner operator hauls. Meaning their cut is 77% of each load. How can I create an expense template to do this. I am able to do it in invoices, but this is not right because invoices are for account receivables

5 replies

Level 9
July 10, 2021

Hello there, @rapiddove-gmail-.

 

If you mean creating a recurring transaction for expense, you can follow the steps below to get this done. QuickBooks allows you to create a template for expense, where you can enter the quantity, rate, and description. Here's how:

 

  1. Go to the Gear icon.
  2. Select Recurring transactions under Lists.
  3. Click New at the upper-right corner.
  4. Select Expense in the Transaction Type. Then, OK.
  5. Enter all the required details. Under the Item details, you can enter the quantity, rate, and description.
  6. When you're ready, you can click the Save Template button.

To learn more about recurring transactions and reviewing them, you can read through these articles:

 

 

Visit again if you're referring to something else or need further assistance with this matter. I'll be around whenever you need help. Take care and stay safe always!

Level 9
July 12, 2021

Hi rapiddove-gmail-,


Hope you’re doing great. I wanted to see how everything is going about creating an expense template with quantity, rate, and description. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!