I'll share information about tracking your order or an expense from one vendor for multiple customers, @FactoryEdge.
If you use the Category details, it will be recorded as lumpsum, and you can only choose one customer or project.
That said, I suggest you use the Item details. This way, you can allocate each product with a quantity to different customers. You can delete the lumpsum from category items.
Here's how:
- Open an expense transaction.
- Select a vendor.
- Scroll down to the Item details section.
- Choose a product.
- Add a quantity and select the customer or a project.
- Click Save and close.
For future reference, you can read this article to help you review or modify your expenses: Enter and manage expenses in QuickBooks Online.
Feel free to click the Reply button below if you have questions about managing expenses in QuickBooks Online. The Community is always here to help. Have a great day.
