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Level 1

Match Expenses to Invoices

Is there a way to match expenses to a particular invoice/job without actually billing for the expense? For Instance: We have already created the job/invoice and our customer has paid 50%- after the install is completed we will do the final invoice. They have ordered product and I want to add those expenses to that customers invoice-  I don't want the expenses to show up on the invoice but I do want to be able to track that those particular expenses went with that customers job/invoice. 

1 Comment
QuickBooks Team

Match Expenses to Invoices

Hello there, @I360.

 

Thank you for reaching out to us here on the Community page. I'm glad to share with you some insights about matching expenses to invoices.

 

Usually, you can mark an expense as billable to a customer/job. Since you don't want to add the expenses on your invoices, you can manually add notes/descriptions when recording transactions for identification purposes.

 

  1. From the Banking tab, select Write Checks.
  2. Fill in the necessary information.
  3. Add the notes or description under the Memo column.
  4. Save the transaction.

When recording an invoice, you can as well input the notes under the Description column.

 

To learn more about invoices and tracking expenses for a particular job, you can check out these links:

 

​​​​​​​You can as well read the topics from our help articles for additional guides while managing your income and expenses.

 

Please feel free to leave a comment below if you have any other questions. I'm more than happy to help. Wishing you and your business continued success!

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