Thanks for reaching out here in the Community, @heritagecompany. I'll ensure you're able to track the expenses on your project that have been paid back to the credit card for that project in QuickBooks Online (QBO).
In QuickBooks, you can create a billable expense and then have it added to the invoice created for a specific customer/project. This way, it's easy to track the payments made back to your credit card from that customer/project. I can input the steps below so you can proceed. To begin, here's how:
- Access your QuickBooks Online company.
- On the left navigational bar, go to the Projects tab.
- Select the Project, and then click the Add to project button.
- Choose Expense, and then fill the information in each field.
- In the Billable column, tick the box to make the expense billable.
Once done, create an invoice inside the project and then add the billable expense. These are the steps:
- Click the Add to project button, and then select Invoice.
- Choose the customer, and then fill the necessary information in each field.
- On your right, you'll see the billable expense that you've created.
- Click Add to link the billable expense to the invoice.
- Once done, press Save and then Receive payment for that invoice.
See this article for more information about how to manage projects in QBO: Set up and create projects in QuickBooks Online.
In addition, here's an article about customizing a report to show specific data inside your company: Customize reports in QuickBooks Online.
You can also check this page in case you'd like to memorize your reports to keep your current settings and apply it to your future reports in QBO: Memorize reports in QuickBooks Online.
The Community is always ready in case you need further assistance managing your projects in QuickBooks, @heritagecompany. You can also post here again if you have any additional QuickBooks-related concerns. I'll be here to help you. Take care!
