By following these steps, you can effectively turn a hotel expense for a trip into a line item on a project that you can bill in QuickBooks Online, @Dmauto.
To turn a hotel expense for a trip into a line item on a project that you can bill in the program, you can follow these steps:
- Ensure you have a project created first and an account that best represents the hotel expenses (Travel Expenses).
- Select Projects from your left pane.
- Click on the Add to project dropdown, then select Bill.
- Go to the Item details.
- In the Product/Service column, press + Add new. You can choose Non-inventory or Service. Then, enter the necessary details to make an item.
- When done, enter the amount and select the name under Customer / Project.
- Tap Save or Save and Close. QuickBooks Online will automatically create a Billable Expense Charge for you after.
- To bill the transaction, click on Create Invoice.
If you need help handling and organizing your projects in QBO, check this article out: Create and manage projects in QuickBooks Online.
Let me know if you have additional questions regarding the project feature in QBO. I’ll be happy to assist you. Have a great day ahead!