Billing a credit card charge onto vendor

Hi there, @nutmeg_p.

As a small business owner using QuickBooks Desktop, you can use the write checks function to record credit card payments and itemize each receipt. However, the billable feature is only used for money-out transactions, such as paying vendors needing reimbursement to you or your customers.

Here's some information that might be helpful to you. When writing a check to make an item billable to a customer, it's common to need clarification on which account to use. Rest assured, I'll guide you in making the right decision and ensure everything is accounted for correctly.

Here's a step-by-step guide on how to handle this situation:

1. When writing a check, you can select an account such as fuel or another expense account to track expenses and ensure reimbursement from the customer.
2. After the customer reimburses the expense, record the payment in QuickBooks to balance accounts receivable and accounts payable.
3.  Suppose you need to update the account after the customer reimburses the expense. In that case, you can do so by adjusting the account register. 

Furthermore, the chart of accounts lists all your company's accounts and balances. QuickBooks uses this list to track funds, debts, and money coming in and going out. 

Let me know if you have other questions about the billable feature. I'm always available to assist you.

Thank you for your reply and information! I appreciate it.  May I ask then, what method do you suggest for passing on an expense I made via credit card to a customer? (If I don't use the write checks) method? Thanks!!

Thank you for getting back on this thread, @nutmeg_p.

I'll share additional information about assigning billable expenses to your customers.

Currently, we have two ways on how you can manage an expense made to your customer via credit card. You'll want to utilize the write check or use a bill. I'll show you how: 

1. Go to the Vendors menu.
2. Select Enter bills.
3. Choose a vendor, then fill out the required fields.
4. Select the type of bill you want to record.
5. Tick Save to record the bill.

Alternatively, it would be best to seek professional advice from your accountant to ensure the accuracy of your books. This, way you can ensure the best method that fits your business. If you're not affiliated with one, you can utilize our accountant to look for one in your area.

For future reference, here's an article for more details about deleting bills or bill payment checks in QBDT: Void or delete a bill or bill payment check.

Please feel free to get in touch for any additional questions about managing your vendors or customers in QBDT. The Community always has your back. Take care always.