Question

Billing and Recording a partial reimbursement

Hi! I am paying a bill in full and then wanting to invoice another party to pay for half the expense. How do I do this in Quickbooks online?

Hello Ashley,

There are a few options.

First record the original expense as a bill and subsequent bill pymt; or as an expense.

Second, create a new sales item.

Go to the Settings ⚙ menu, and then Products and Services.
Select New.
Choose between Non-inventory or Service for the type.
Add description in the Name field.
In the Sales price/rate field, put the amount you are billing for the expense, or.leave it blank if you will enter a different amount next time.
From the Income account ▼drop down menu, select the appropriate income account, or create a new one. (ex. Reimbursed Exps, Other Income)
Select an appropriate tax rate.
When you’re done, select Save and close.

Third, create a sales invoice. Use the item created above to charge for their portion of the expense you incurred.

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