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Connect with and learn from others in the QuickBooks Community.
Join nowThanks for reaching out to the Community, owner-loveonrail.
You can specify customers associated with an expense while creating/editing it.
You also can use your billable expenses feature if you need to track them so customers can reimburse them when they receive their invoices.
When creating/editing bank deposits, you can specify customers associated with them.
You can consider using the class tracking feature for earmarking products/services.
As for a report which lists expenses for only one customer, you can run your Expenses by Vendor Summary report, then customize it and filter by the particular customer you want to see expense records for.
You'll also be able to find many detailed resources about using QuickBooks in our help article archives.
I'll be here to help if there's any additional questions. Have a wonderful day!
Neither my iPad app nor the QB website shows me the Customer field as shown in your thorough response//demo. I suppose you are highlighting a feature that is enabled in the more costly subscriptions of QB than what I use?
Mark
Hello there, owner-loveonrail.
I'm providing additional details about associating expenses or deposits in a specific customer in QuickBooks Online.
You need to turn on the Track expenses and items by customer and Make expenses and items billable features from the settings. Doing this will generate customers when creating an expense in the system. Please note that these options are only available in QuickBooks Online Plus and Advanced.
Here's how:
For further guidance, you can visit this article: Enter billable expenses. Once done, you can follow the steps shared by my colleague above.
Other features aren't available on iPad. I'd recommend using this article to learn which features are available on supported devices: Compare mobile app features.
Please let me know if you have more concerns about entering customers on transactions and other tasks related to QuickBooks Online. Take care and stay safe.
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