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paulaharper
October 8, 2019
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Raising a sundry customer invoice

  • October 8, 2019
  • 1 reply
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Hello

We use QB online Plus.  I need to raise an invoice to a customer, and normally would choose product "sales" but when we are paid I actually want the money coming in to be coded to entertaining. 

(Bit of a weird one.....my MD (grrrr, bless him!) transferred some money to one of our customers on an entertaining day out as customer had forgotten his wallet.  Customer has raised a PO to us so we can be reimbursed.  So I need to invoice them.  I coded the money paid out to entertaining, and want the customer invoice to go to the same nominal.)

Is this possible?

Thanks!

Best answer by EmmaM


Hello Paulaharper

 

You can do this by creating a service that points to the expense account rather than the sales account.If you go to the cog in the top right>product and services>new>service>name it something>in income account take out sales>put in the entertaining category>save and close.Then create the invoice with that service in.Then when you receive payment it will add money to the expense account(nominal)

 

Emma

1 reply

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EmmaMAnswer
October 8, 2019


Hello Paulaharper

 

You can do this by creating a service that points to the expense account rather than the sales account.If you go to the cog in the top right>product and services>new>service>name it something>in income account take out sales>put in the entertaining category>save and close.Then create the invoice with that service in.Then when you receive payment it will add money to the expense account(nominal)

 

Emma

P
paulaharperAuthor
October 8, 2019

Great - thanks

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