I'm happy to help you record the reimbursement from your customer, Eric.
We can record this as a Billable Expense added to your customer's invoice. But before proceeding, we need to turn on this function to use. Here's how:
- Go to the Gear icon and select Account and Settings.
- Click Expenses on the left panel.
- On the Bills and Expenses section, click Edit pencil.
- Turn on the following:
- Show Items table on expense and purchase forms
- Track expenses and items by customer.
- Make expenses and items billable.
- Hit Save, and click Done.
Visit this link and follow steps two and three to create a billable expense for your customer. If you want to mark this item as non-taxable, simply uncheck the tax box.
Moreover, let me share this article on running a report of your financials in QBO.
Please feel free to leave a comment if you have any further questions regarding your expenses. Take care always.
