Hello, Merhill770.
I'll share some info and steps to help you with the supplies.
In QuickBooks, you can create a check or expense for the supplies you bought. If you want to bill this transaction to a customer/job, you can make select the billable option. This way, you'll be able to invoice the customer/job.
In case you don't have the billable feature enabled, please feel free to follow these steps to turn it on:
- Go to the Gear > Account and settings.
- On the left panel, click the Expenses tab.
- From the Bills and expenses section, select pencil icon to edit.
- Turn on the following:
- Show Items table on expense and purchase forms
- Track expenses and items by customer.
- Make expenses and items billable.
- (Optional) Set up the following:
- Markup rate
- Billable expense tracking
- Sales tax charge
- Bill payment terms.
- Hit Save.
After the steps, go to + New > Check or Expense and enter the details of the supplies. Once done, you can run the Expenses by Vendor Summary or Purchases by Vendor Detail. These reports will display your total expenses for each vendor or your purchases grouped by vendor.
Here's how you can run the report:
- On the left panel, click Reports.
- Type the name of the report in the search field or scroll down to the Expenses and vendors section.
- Select the Report period and click on the Run report button.
To learn more about the process or adding the expenses, different reports, and how you can customize them, please check out these articles:
If you have any other questions about the steps I've shared, or need help with other concerns in your account, please let me know by leaving a reply below. I'll get back to you as soon as I can. Take care and stay safe.
