Hey everyone. First, I apologize. I really don't think I'm doing a good job of explaining my query. I don't believe the two answers provided have anything to do with my request. I'll try to be more specific.
I make 3 identical credit card transactions on 3 different consecutive days for the same Dell laptop computer. I use our company credit card to make these 3 purchases directly from Dell. So I have, let's say, 3 transactions on 11/1/21, 11/2/21 & 11/3/21 for $1,000 on my company credit card. I sell each of these 3 laptops to different customers. I need to make sure that an invoice gets generated for each of these 3 laptops. If for some reason, an invoice does not get generated, I essentially gave away a laptop for free. I'm trying to prevent this from happening.
Right now, after those 3 credit card transactions have been downloaded into Quickbooks, I have to manually match the credit card transactions with an invoice. I use the memo field on the credit card transaction to denote whether a credit card charge has been invoiced. I would think this is a fairly common request and that there has to be a better way to do this.
Hi SupermanTB,
Thank you for clarifying your concern. I'll continue to help you out.
If you use QBO Plus, you can make those credit card purchases billable to your client so you can associate them directly to their invoices.
To do this, you'll first need to enable the billable option:
- 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.
Once enabled, you'll see a Billable checkbox on your downloaded credit card purchases, as shown in the screenshot below. You can tick it and then choose the customer to whom you want to pass the charge.
If you use QBO Simple Start or Essentials, you will not see a billable option. Therefore, you will want to manually track purchases by entering credit card expenses into the QBO and then match the downloaded transactions to them. When you sell the items, you can enter invoices and price those items with markup.
Let me know if you need more help with your credit card transactions. Take care and have a good one!
