Linking Expenses such as Transportation & Delivery for a Client Invoice along with Product Purchase

Let me share you with the steps to enable you to link the two expenses you have paid for your client, @GENERALTRADINGOMAN.

To start, you can create a bill to record the billable expenses for the expense you incur for your Client A. This way, you can invoice them the service you have done for reimbursement. 

From there, you'll have the option to check the billable box and choose the specific customer. Before you start, please ensure that you have turned on your billable expense feature in QuickBooks Online (QBO).

Here's how:

1. Click + New and choose Bill.
2. Select the Vendor. Or Supplier B.
3. From the Category column, select the expense account for the transaction.
4. Enter the description and amount of the expense and select the Billable checkbox.
5. In the Customer column, select the customer you want to bill for this expense.
6. Fill in the necessary field. Then, hit Save and close.

Once done, you can now invoice your customer with the purchase you have made for them. To start with, you can follow the steps below.

1. Click the + New icon and select Invoice.
2. Select the name of Client A under the Customer dropdown.
3. Add the billable expense you want to charge for Client A. Then, select Save and Close.

Additionally, here’s a helpful article to guide you with recording invoice payments once your client decides to pay: Record invoice payments in QuickBooks Online.

Feel free to add a reply if you have more concerns about invoicing products or services. I’m always here to help. Have a good one!

Thanks a lot for the detailed answer, 
In this case however, I am not looking to "Bill" the shipping to the client, I rather just want to "link" cost of delivery to the invoice for internal reference. If that makes any sense

Glad to see you again, @GENERALTRADINGOMAN. Thanks for getting back to the thread.

I'll share some thoughts on how you can link the cost of delivery to the invoice for internal reference. Since you do not want to bill the shipping to the client, you'll want to consider entering it as a memo on your invoice. 

To include a memo, you can amend your invoice in two ways. You can do that while generating one by filling out the Message on invoice field or by entering a default message on the template itself. If you want to include a memo with your invoice, enter it in the Message on the invoice field.

If you want to include a default message on your invoices, change the form's template and add it to the Message to the Customer field in the Content tab's Footer section. Here's how:

1. Go to the Gear icon.
2. Select Custom form styles.
3. Find the invoice template you want to edit and click Edit under the Action column. 
4. Go to the Content tab and click the Footer section.
5. Enter your message or the info you want to indicate in the Message to Customer field.
6. Click Done. 

You can learn more about personalizing and adding specific info to your sales forms by checking out this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Also, this article will let you learn the specific ways to customise your reports: Customise reports in QuickBooks Online.

If you have any further concerns, don't hesitate to post them here. Have a great day!

Thanks again, I do understand the option for entering it as a memo but it does not capture it as an "expense" if I am not wrong, The idea is to calculate expense of delivery per invoice and have it counted for as an expense. On that note I want to know if there is an efficient way to enter the expense of purchase and delivery as expense while creating the invoice itself. To share a bit on what I am currently doing
1. Create Invoice with customer details,
2. Under Products and Services option in invoice, select Add New, and create a new name such as Product1
3. Scroll down further and select "I buy this from supplier" option and in there enter the cost of purchase and currency 
4. after adding the product, add the actual "Price" in the amount that that we are to receive from the client 
5. Similarly add a product/service for delivery but leave the amount tab empty as we dont want the client to know the delivery. 
6.Save Invoice and close, Go into expenses, and select suppliers and from there create a new bill with the detail of the saved product for Product1 and for Delivery1, Once these bills are made then go into "Pay Bill"

Is this the optimal way to do things here in QBO? 

Hello there, @GENERALTRADINGOMAN.

Currently, the only way to record your transactions is to create a billable expense charge. Also, yes, your delivery charges or transactions will be lost track of.

Or, you can look for a third-party application from the app store.

As always, feel free to read the topics from our QuickBooks help articles in case you need guides while working with QuickBooks in the future.

Get back to us here on the Community page if you have any other questions. I'm a few clicks away to help.