Raising a sundry customer invoice

paulaharper · ‎October 08, 2019

Hello

We use QB online Plus. I need to raise an invoice to a customer, and normally would choose product "sales" but when we are paid I actually want the money coming in to be coded to entertaining.

(Bit of a weird one.....my MD (grrrr, bless him!) transferred some money to one of our customers on an entertaining day out as customer had forgotten his wallet. Customer has raised a PO to us so we can be reimbursed. So I need to invoice them. I coded the money paid out to entertaining, and want the customer invoice to go to the same nominal.)

Is this possible?

Thanks!

EmmaM · ‎October 08, 2019

Hello Paulaharper

You can do this by creating a service that points to the expense account rather than the sales account.If you go to the cog in the top right>product and services>new>service>name it something>in income account take out sales>put in the entertaining category>save and close.Then create the invoice with that service in.Then when you receive payment it will add money to the expense account(nominal)

Emma

View solution in original post

EmmaM · ‎October 08, 2019

Hello Paulaharper

You can do this by creating a service that points to the expense account rather than the sales account.If you go to the cog in the top right>product and services>new>service>name it something>in income account take out sales>put in the entertaining category>save and close.Then create the invoice with that service in.Then when you receive payment it will add money to the expense account(nominal)

Emma

paulaharper · ‎October 08, 2019

Great - thanks

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Raising a sundry customer invoice