cancel
Showing results for 
Search instead for 
Did you mean: 
hblue
Level 1

Question: How to link a vendor bill with an invoice without billing it to the customer?

I work for a consulting business. I have subcontractor bills that need to be linked to an invoice but not expensed to the invoice. I have multiple invoices/bills per job. Is there a way to do this in quickbooks? I'm using the enterprise version.

 

Thanks

Solved
Best answer March 16, 2018

Best Answers
Rustler
Level 15

Question: How to link a vendor bill with an invoice without billing it to the customer?

Menu Edit>preferences>time & expenses> Company preferences Tab check the mark all expenses as billable

 

Then when you pay a bill, there will a block for customer name and a check mark box for billable.  Select the customer name and do NOT mark it billable, that associates the expense with the customer/job.  Using a job for this allows you to run a P&L by job from the job screen

View solution in original post

8 Comments 8
Rustler
Level 15

Question: How to link a vendor bill with an invoice without billing it to the customer?

Menu Edit>preferences>time & expenses> Company preferences Tab check the mark all expenses as billable

 

Then when you pay a bill, there will a block for customer name and a check mark box for billable.  Select the customer name and do NOT mark it billable, that associates the expense with the customer/job.  Using a job for this allows you to run a P&L by job from the job screen

hblue
Level 1

Question: How to link a vendor bill with an invoice without billing it to the customer?

Thanks. I already do job costing. I am trying to link a bill to a specific invoice within a job if that makes sense. 

Rustler
Level 15

Question: How to link a vendor bill with an invoice without billing it to the customer?

Not possible unless you make it billable and add it to the invoice

kenreagorac
Level 1

Question: How to link a vendor bill with an invoice without billing it to the customer?

I want mine to appear in my invoices and am associating the vendor bill with the customer and marking it billable, but it still won't appear in the bill. What else do I need to do?

Rea_M
Moderator

Question: How to link a vendor bill with an invoice without billing it to the customer?

You're already on the right track in linking your vendor bill to your invoices, @kenreagorac

 

In QuickBooks Desktop (QBDT), you need to assign each item or service and expense to the customer or job through the Customer: Job column. This way, you're able to properly link a bill to your customer invoices. Since you've already associated the vendor bill with the customer and marking it billable, you can delete and then recreate your transaction.

 

Once done, I'd recommend pulling up a job costing report. With this, you're able to verify that the bill is linked to your customer. Then, analyze how well each job is progressing financially. You can check out this article's Step 5 section for the detailed steps: Tracking job costs in QuickBooks Desktop.

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing your billable expenses in QBDT. I'm just around to help. Take care.

Fabandrob
Level 1

Question: How to link a vendor bill with an invoice without billing it to the customer?

After linking vendor to customer by billable, is it possible to get propmted to pay bill once I receive payment?

Fabandrob
Level 1

Question: How to link a vendor bill with an invoice without billing it to the customer?

How can I get propmpted to pay the bill once I receive payment from customer with billable?

ReymondO
QuickBooks Team

Question: How to link a vendor bill with an invoice without billing it to the customer?

Hey there, @Fabandrob.

 

The option to get a notification to pay the billable bill when the attached invoice is already paid is currently unavailable.

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

You can also visit our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Should you have any follow-up questions or concerns, don't hesitate to post again here in the Community or leave a comment on this thread. Take care and have a good one.

Need to get in touch?

Contact us