Our company recently converted from QB Desktop Enterprise to QB Online. I'm running into a problem and I cannot figure it out, so hoping someone here can guide me...so frustrated and getting nothing done!
In Desktop, I would enter a vendor bill in to pay the vendor in full, marking the charges as billable to a customer/tenant/job. After posting the bill to pay the vendor, I would switch over to Customer Center and bill the customer/tenant/job and it would show those vendor charges available to pull into an invoice to customer. When pulled in, it would list the utility charges by line (electric, water/sewer, trash, etc), creating a Reimbursable Expenses total. Then I would save the invoice and customer shows invoice due for those charges.
In QBO, I have entered the vendor bill to pay the vendor in full, marking it billable to customer. When I go over to the customer, I can see a line item "Type-Billable Expense Charge" with "Status-Open". I have the option to the left to click "Create Invoice" and choose that option. Invoice template pops up, all familiar until I get to the bottom section for line item charges. The first line listed is the billable expense, which is correct, but I don't have the option to choose the actual "Product/Service" to offset the original vendor charge (expense/utilities/electric). It gives me the option to use one of 4-5 Product/Service items already set up or to Add New.
I guess I'm lost on what to pick here for the Product/Service...in Desktop, it comes over as a reimbursable expense that offsets against the vendor charge (so our net cost is zero when customer pays the invoice). In Online, do I have to go in and set up reimbursable expense/utilities, etc?
