Quickbooks Online tracking service to equipment

Hi SLBkpg,

Welcome to the Community! QuickBooks Online is a versatile program that helps you manage your business with peace of mind. I can see the importance of being able to track hours and dates for the time spent on servicing equipment . QuickBooks Online has many wonderful features including exactly what you need to record and track hours on services provided.  I'd be happy to guide you through the process!

You can record and track billable expenses on your customer invoices.  This way they can reimburse you when the invoice is received.  Let's get started by turning on billable expense tracking.  Here's how:

1. Go to the Gear ⚙ in the top right and then select Account and Settings

2. Click on the Expenses 

3. In the Bills and expenses section, hit Edit

4. Turn on:  Show Items on expense and purchase forms, Track expenses and items by customer and Make expenses and items billable

5. Enter a Markup rate if applicable

6. Enable Billable expense tracking

7. Include Payment terms

8. When finished, hit Save

Next, you'll enter a billable expense by going to:

1. +New in the top left

2. Open Bill, Expense or Check

3. Enter the Payee

4. Select the expense account for the transaction, in the Category field

5. Input the description and amount and then select the Billable checkbox

6. In the Customer column, choose your customer to be billed 

7. Enter the markup if applicable and then select the Tax to be applied

8. Hit Save and Close when complete

You're ready to add the expense to invoices by following these steps:

1. Select + New

2. Choose Invoice

3. Use the Customer ▼ dropdown menu to select the customer you created a billable expense for.  A sidebar will open for you to add it to the invoice

4. Click Add on the billable expense you want to charge the customer 

5. When done, hit Save and Close

Here's an article to assist you with entering billable expenses, for future reference. 

If you have any other questions, please feel free to reach back out.  We'd be pleased to assist!

@SLBkpg 

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https://busybusy.grsm.io/quickbooks