cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How to link Sales & Expenses to same customer, so I can see the report of profit and loss by customer?

 
3 Comments
Highlighted
QuickBooks Team

How to link Sales & Expenses to same customer, so I can see the report of profit and loss by customer?

Hi @melkhafif,

 

You can select the customer’s name in creating expenses or sales receipt. I’ll show you how:

 

  1. Go to the Create button (Plus icon), and select Expense
  2. In the Payee field, select the customer’s name.
  3. Fill in the necessary fields.
  4. Click Save and Close

 

Then run the Profit and Loss by Customer report and filter it.

  1. Go to the Reports menu.
  2. Enter Profit and Loss by Customer in the search bar then click the report.
  3. Select the Customize button.
  4. Choose the Filter section.
  5.  Press the drop-down box beside Distribution Account.

  6. Pick the account you would like to include in the report.
  7. Hit Run Report.

 

Here's a link that can show you more about customizing a report.

 

I'm only a post away if you need me. Have a good one.

 

Highlighted
Level 1

How to link Sales & Expenses to same customer, so I can see the report of profit and loss by customer?

Got it, thanks , But there is still a more detailed issue, 

I've added the expenses that is related to the same account/client, good. but actually I've paid it to a 3rd party supplier. 
example: a photo session done for my client's product, yet the photographer for this job is the one who got the money. 
I want to track down my expenses on the account to check my profit (done) , 

But also I want to track how much I paid for the photographer (3rd party supplier). 

How can I manage that ? 

Highlighted
QuickBooks Team

How to link Sales & Expenses to same customer, so I can see the report of profit and loss by customer?

Hi @melkhafif,

 

Thank you for your prompt reply, as well as sharing an update on your current situation. 

 

At most, you can select 1 customer or vendor on your transactions. So if you need to track the amount paid to the photographer, you can add him as a vendor. 

 

This way, you can track the expense and link it to the correct person or business.

 

Speaking of expenses, if you need to enter a billable expense, check out this article: Enter billable expenses. Here you'll find the steps on how to enable this feature, as well as how you can record them in QuickBooks Online. 

 

Feel free to drop a comment below, in case you have additional queries. I'll be sure to get back to you. 

Need to get in touch?

Contact us