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January 16, 2024
Question

Can i invoice a customer from a bill in quickbooks online plus?

  • January 16, 2024
  • 1 reply
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I need to invoice a customer the costs from a supplier. How do i do that?

1 reply

January 16, 2024

Hello stefanie-srdc-di,

 

You can use the billable expense feature in QuickBooks Online Plus to record customer expenses. Adding a customer to an expense transaction in QuickBooks Online is for recording a billable entry. This feature is an expense you incur on your customer’s behalf when you perform work for them. This way, you can easily record and track billable expenses so your customer can reimburse them when they receive their invoice. 

 

To turn on billable expense:

 

  1. Click on the Settings icon.
  2. Click on Account and Settings.
  3. Click on Expenses tab.
  4. Under Bills and expenses click on Edit and turn on make expenses and items billable.
  5. Click on Save.
  6. Click on Done.

Once done, you can create a billable expense through the + New button, and choose Bills or Expense transaction. Here's how:

 

  1. Click on the + New button, click on Expense or Bill.
  2. Select the payee, category and other details.
  3. Under the Billable column tick the box and select a customer to assign the billable expense.
  4. Select a GST code.
  5. Click on Save and close.

 

To reimburse the cost, link the billable expense to your customer's invoice.

 

  1. Select + New.
  2. Select Invoice.
  3. In the Customer ▼ dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.
  4. Select Add on the billable expense you want to charge to your customer.
  5. Select Save and close.

That's it. You're now able to record the billable expense in your QuickBooks Online account.

 

Post again in the Community if you have further concerns.