Hi dlanger-djlaccou,
Welcome to Community! QuickBooks Online has the dynamic features you need to accomplish your daily goals with ease. You can record and track billable expenses on your customer invoices with confidence. I'd be happy to assist!
The first step is to turn on billable expense tracking. Here's how:
1. Go to Settings ⚙, in the top right and then select Account and settings
2. Open the Expenses tab
3. From the Bills and expenses section, click the Edit ✎
4. Turn on the following:
-Show Items table on expense and purchase forms
-Track expenses and items by customer
-Make expenses and items billable
5. (Optional) Set up the following:
-Markup rate
-Billable expense tracking
6. Bill payment terms
7. Select Save.
Follow these steps to enter a billable expense:
1. Open + New from the left menu
2. Choose the transaction (Bill, Expense, or Cheque) you want to create
3. Enter the Payee
4. In the Category column, select the expense account for transaction
5. Enter the Description and Amount of the expense, then select the Billable checkbox
6. In the Customer column, select the customer you want to bill for this expense.
(Optional) Enter or make sure the markup % is correct, then select the Tax checkbox or choose a tax agency if you want to charge tax.
7. Hit Save and close
You're ready to add the billable expense to your customer's invoice. Here's how:
1.Select + New
2. Choose Invoice
3. From the Customer ▼ dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window
4. Choose Add on the billable expense you want to charge to your customer
5. Click on Save and close.
Please don't hesitate to reach back out if you have other questions. We'd love to help!
