Hello Community users, we just wanted to pop in and add some detail to the thread. If you want to pass on a business expense to a client you can do this through billable expenses. It is a feature in our Plus package which needs to be turned on in the settings as follows:
- Go to Settings ⚙, then select Account and settings.
- Go to the Expenses tab.
- From 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.
- (Optional) Set up the following:
- Markup rate
- Billable expense tracking
- Bill payment terms.
- Select Save.
Then you can create a bill/ expense or cheque and add details as normal, select billable and enter the customer name. save as usual. Then if you go to the customer in QuickBooks you will see the billable expense which you can add to an invoice. We're adding a helpful article here but any questions on this let us know we'd be happy to assist in anyway we can.
