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Community Explorer **

Reclaiming approved travel expenses from client

Hi all,

 

One of my clients approved a travel expense but asked me to pay for it first then reclaim with them.

 

I'm not clear how this should be set up and sent to them in QB so the records reflect it as an expense. I assume it's not the same as issuing another invoice like a paid service?

 

Clear steps appreciated (and thanks!) - new to this!

4 REPLIES 4
QuickBooks Team

Re: Reclaiming approved travel expenses from client

Hello

 

Thanks for reaching out to the Community.

 

We just need confirm a few things and we can go through some options.Are you using the Plus product for QuickBooks Onlne? If so we have the option of doing a billable expense and passing the cost back on to the customer to pay when you invoice them and linking the transaction.if you are on the Simple Start or Essentials package we can look at other options for you.

 

Thanks

 

Emma

Community Explorer **

Re: Reclaiming approved travel expenses from client

Thanks @EmmaM 

 

Yes, Plus version.

 

Community Explorer **

Re: Reclaiming approved travel expenses from client

Hi @EmmaM ,

 

Can you provide some further info here, please? Thanks.

QuickBooks Team

Re: Reclaiming approved travel expenses from client

Hi Emma, 

 

The best option is to do biilable expenses.Firstly you would need to turn this on.

To do this go to the cog in the top right>account and settings>make expenses and items billable>turn this on>save

Next create the expense or bill as normal, in the box that says billable put in a tick in the box that says customer select the clients name>save

Then when you want to invoice for that to the client.You can go to client in customers and there will be a billable expense there,under action select create invoice and it will have pre filled in details and you can add lines if needed if not just save and send/save and close depending on what you want to do.

 

Any questions on this let us know

 

Emma