cancel
Showing results for 
Search instead for 
Did you mean: 
rucadogllc-gmail
Level 1

How can I send a single invoice to a client that reflects both hours provided and reimbursable expenses so my gross income doesn't look higher than it actually is?

When creating an invoice, I only have 2 options to choose from: Hours and Sales. I've been listing reimbursable expenses as "sales" and sending a single invoice with everything on it. While I can run a report to see the difference in hours vs sales, I was wondering if there is a better way to track reimbursable expenses through a single invoice.
2 Comments 2
JenoP
Moderator

How can I send a single invoice to a client that reflects both hours provided and reimbursable expenses so my gross income doesn't look higher than it actually is?

I'd be glad to join you here and help you properly record your reimbursable expenses, rucadogllc-gmail.

 

The best way to track them is to use the Billable Expense feature in QBO. This feature also prevents your income to be counted twice. Let me share the steps on how to activate and use the feature.

 

Here's how:

 

  1. Go to Settings ⚙, then select Account and settings.
  2. Proceed to the Expenses tab.
  3. From the Bills and expenses section, select Edit ✎.
  4. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  5. Enter 
  6. Select Save.

 

Once done, make sure the expenses are marked as billable so you can add them when creating invoices. Here's a video tutorial for more details: How to Make Expenses Billable.

 

I'd also like to share these articles for more details about this feature: 

 

 

You can always circle back to us if you ever have more questions. The Community is always here to offer or help all the time.  

JenoP
Moderator

How can I send a single invoice to a client that reflects both hours provided and reimbursable expenses so my gross income doesn't look higher than it actually is?

Hi rucadogllc-gmail,

 

Hope you’re doing great. I wanted to see how everything is going about creating invoices for reimbursable expenses. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

Sign in for expert help
Ask questions, post replies & join our community of QuickBooks users.

Need to get in touch?

Contact us