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bhurley26
January 7, 2023
Question

Tracking expenses by customer

  • January 7, 2023
  • 3 replies
  • 25 views

Hello,

 

We run a cleaning business and would like to be able to track customer expenses in Quickbooks Desktop 2022 for supplies ordered. These will not be billed directly to the customer since they are baked into the service contract. I see that I can select the customer:job in the "write check" window and keep it unchecked as a billable expense. My problem is, when I run a income by customer statement, it includes these amounts as an offset to income, which I do not want. I want to be able to see revenue by customer and total revenue without the effects of the expenses. Otherwise, I makes things much more difficult for reports, taxes, auditing, ect. What can I do?

3 replies

ChristineJoieRQuickBooks Team
QuickBooks Team
January 7, 2023

Hello there, @bhurley26.

 

I understand what your going through in the Reports menu. I've got some ways to modify reports in QuickBooks Desktop.

 

Once the billable expense is enabled, billable items usually offset the total income in QuickBooks Desktop. However, we can export the report to excel. From there, you can modify details and amounts.

 

Here's how:

 

  1. In QuickBooks, go to the Reports menu and select Reports Centre.
  2. Select the Excel drop-down at the top, then select Create New Worksheet or Update Existing Worksheet.
  3. In the Send Report to Excel window, choose what you'd like to do with the report.
  4. Select the Advanced button to see other available options for the exported report, then select OK. To ensure the exported report will show Header information.
  5. If you are using a newer version of MS Excel and the exported report does not show header information, go to the Printing options section and ensure to choose the On Printed report and screen option.

 

Then, you can start separating and adjusting the data after the exporting process in QuickBooks Desktop. 

 

Additionally, we can track account balances by department, business office or location, distinct properties, or any other division of your company using class tracking. It thus lets you track segments you want to monitor in detail. Grab this article for more insights: Set up and use class tracking in QuickBooks Desktop.

 

Please get back to us if you continue to get the same results so I can look further into this. I'll be here to keep helping.

bhurley26Author
January 7, 2023

Hi Christine, 

 

Thank you for your quick response. I was aware I could do that, I was just hoping for an "in Quickbooks" solution, especially because we have outside accountants who work in the file for year end tax activity and I didn't want to confuse them (they had issues with this in the past).

 

-Brandon

Ethel_AQuickBooks Team
QuickBooks Team
January 7, 2023

Thank you for getting back to us, @bhurley26.

 

I am aware of the advantages for businesses like yours. I want QuickBooks Desktop (QBDT) to have this feature just as much as you do.

 

But QBDT is still unable to access it. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

You may also want to read this article to learn how to customize a report in QBDT: Customize reports in QuickBooks Desktop.

 

Let me know if you require further assistance running reports in QuickBooks Desktop. I'm here to help anytime. Have a good one.

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