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Mark 5
Level 1

lnking expense to a customer profit and loss

How do I get an expense into a profit and loss for a specific customer?

2 Comments 2
KlentB
Moderator

lnking expense to a customer profit and loss

I'd be glad to guide you on how to accomplish that, Mark 5.

 

You can turn on the Track expenses and items by customer option to adds a Customer column on expense and purchase forms. With this, you'll be able to track the expense transactions in your customer-related reports, such as Proft and Loss by Customer. Here's how:

 

  1. Go to the Gear icon, then select Account and Settings.
  2. Choose Expenses.
  3. From the Bills and expenses section, click the Edit icon.
  4. Turn on the Track expenses and items by customer option.
  5. Click Save, then Done.

Once done, follow these steps to add a customer to your expense transactions:

 

  1. Select Expenses from the sidebar menu.
  2. Go to the Expense tab.
  3. Locate the transaction, then click the View/Edit link from the Action column.
  4. From the Customer column, enter the appropriate customer.
  5. Click Save and close, then choose Yes to confirm the changes.

With QuickBooks Online, you also keep track of the expenses you incur on your customer’s behalf and billable time by job.

 

Just leave a comment below or start a new thread if you need more help in completing your other tasks. You can always count on me.

KlentB
Moderator

lnking expense to a customer profit and loss

Hi Mark 5,

Hope you’re doing great. I wanted to see how everything is going about the issue in your Profit and Loss report yesterday. 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!

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