Transactions

It's great to see you posting today, Paul!

I'll help you make your expenses billable to your customers. However, please know that we can't export them to Excel and they can't be imported into QuickBooks either. The good thing is that you've already recorded them, so what we'll do is make them billable to your customers. This way, they can be converted to invoices. Let me walk you through the steps.

Step 1: Turn on the option to make expenses billable to customers.

1. Click the Gear icon and choose Accounts and settings.
2. Go to the Expenses tab.
3. Click the Bills and expenses section.
4. Enable the following options:
   • Track expenses and items by customer
   • Make expenses and items billable - enter the markup percentage and choose if you want to use a single income account or multiple account accounts for billable income.
5. Click the Save button and then Done.

Step 2: Open your expense transactions and make them billable to your customers.

1. Go to Expenses on the left navigation bar.
2. Open each transaction that is billable to your customers.
3. Put a check mark in the BILLABLE field and select a customer to be billed, as shown in the screenshot.
4. Click Save and close, and do the same thing to other transactions. The transaction will shown under the customer's profile as a billable expense charge.

Step 3: Open each customer's profile and turn the billable expense charges to an invoice.

After record the transactions, you can run customer related reports like Sales by Customer Summary or Sales by Customer Detail. In this way, you'll be able to monitor their balances.

I'm only a comment away should you need more help with your expenses. Have a good one!