Hello, Stoney-B.
You can easily record and track billable expenses so your customer can reimburse them when they receive their invoice.
You'll need to turn it on from your account settings to use this feature. Then you can apply it to your invoices. Let me walk you through the steps below.
- Go to the Gear icon ⚙ and proceed to the Account and settings.
- Click the Expenses tab and then go to the Bills and expenses section, select Edit ✎.
- Turn on the following:
- Show Items table on expense and purchase forms
- Track expenses and items by customer.
- Make expenses and items billable.
- Set all the necessary information.
- Select Save.
After that, we can now enter a billable expense.
Here's how:
- Click the + New button.
- Choose the transaction (Bill, Expense, or Check) you want to create.
- Select the payee.
- From the Category column, select the expense account for the transaction.
- Enter the description and amount of the expense. Then, select the Billable checkbox.
- In the Customer column, choose the customer you want to bill for this expense.
- Fill in the other needed fields.
- Click Save and close.
Then finally, you can add it to the invoice. Here's how:
- Tap on the + New button.
- Select Invoice.
- In the Customer dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.
- Click Add on the billable expense you want to charge to your customer.
- Hit Save and close.
For additional details about this process, check out this article: Enter billable expenses.
Check out this article for more information about editing, reviewing, and deleting expenses in QBO: Enter and manage expenses in QuickBooks Online.
I'm always here if you need more help in recording your transactions. Let me know in the Reply section below. Have a great rest of the day!
