Charging to a client with multiple matters

I appreciate you for reaching out to us, joymahitka. I can provide simplified steps for adding processing fees for your clients.

Indeed, you can easily record and track billable expenses so your customer can reimburse them when they receive their invoice.

Notably, you won't be able to assign income accounts to expense accounts in the Accountant view when billable expenses are set for multiple income accounts. This is currently working by design. You'll need to switch to Business view to make the association between your expense account and the income account.

Here's how to bill a customer for an expense:

1. Select + New.
2. Select the transaction (Bill, Expense, or Check) you want to create.
3. Select the payee.
4. In the Category column, select the expense account for the transaction.
5. Enter the description and amount of the expense, then select the Billable checkbox.
6. Select the customer you want to bill for this expense in the Customer column.
7. (Optional) Enter or ensure the markup % is correct, then select the Tax checkbox or choose a tax agency if you want to charge tax.
8. Select Save and Close.

Check out this article for more detailed steps: Enter billable expenses in QuickBooks Online.

Additionally, you may find it helpful to check out this article to get more information:

• Enter and manage bills and bill payments in QuickBooks Online
• Add and manage customers in QuickBooks Online
• Create and send customer statements in QuickBooks Online

Please ask any questions or clarifications about managing bills and payments. I'll get back to you as soon as I can. Have a wonderful day!

@joymahitka 

You can set up sub-customers for each matter.  When you set up a new customer, check the 'Is a sub-customer' box and choose John Smith as the parent.  That way, you customer list will look like:

John Smith

   John Smith 1

   John Smith 2

   John Smith 3

Each invoice will bill to the name of the sub-customer.  You can then make the sub-accounts (matters) inactive after you have completed work on them.