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How do we link an expense to a customer. I have 30 scanned expenses and I need to link to a customer?

 
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QuickBooks Team

How do we link an expense to a customer. I have 30 scanned expenses and I need to link to a customer?

Hi there, 

 

Scanning your receipts is an awesome way to enter expenses into QuickBooks Online. It's awesome that you've been taking advantage of this new feature. If you need to make these expenses billable to your customer, I'll explain your options. 

 

When you scan receipts into QBO, the data is automatically extracted and an expense is created with the receipt appearing as a PDF attachment. If you're using QuickBooks Online Plus, you have the option to make these expenses billable to your customer. 

 

Here's what you'll do after scanning your receipt and generating an expense in QBO: 

 

1. Click the Expenses tab. 

2. Locate the expense in the list. 

3. In the Billable column, check off the box to make it billable to your customer. 

4. Select the Customer or Project you'd like to connect it to. 

5. Click Save

 

This will link your scanned expense to the customer of your choosing. 

I hope this helps get you back on track. If you have any other questions, please don't hesitate to reach out to our tech support team.


Have a great day.