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Best answer March 08, 2023
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Hi there, @Yogi.
When creating a billable expense, it's not necessary to choose a project from the Customer/Project drop-down. The drop-down allows you to select a customer, not only a project.
To ensure we're on the same page, I'd like to clarify how you create the bill or billable expense. Did you receive any prompts to choose a Project?
For more details on how to record billable expenses, see this article: Enter billable expenses. It also contains information on how to reimburse the cost, link the billable expense to your customer's invoice.
For future tasks, here's how to record invoice payments after creating an invoice from the billable expense: Record invoice payments in QuickBooks Online.
Please know that I'm only a few clicks away if you have any other questions or concerns about recording your transactions. I'll be here to assist.
Hi there, @Yogi.
When creating a billable expense, it's not necessary to choose a project from the Customer/Project drop-down. The drop-down allows you to select a customer, not only a project.
To ensure we're on the same page, I'd like to clarify how you create the bill or billable expense. Did you receive any prompts to choose a Project?
For more details on how to record billable expenses, see this article: Enter billable expenses. It also contains information on how to reimburse the cost, link the billable expense to your customer's invoice.
For future tasks, here's how to record invoice payments after creating an invoice from the billable expense: Record invoice payments in QuickBooks Online.
Please know that I'm only a few clicks away if you have any other questions or concerns about recording your transactions. I'll be here to assist.
