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C
ChatChamps
May 5, 2022
Question

Creating an Invoice to client for reimbursable expenses (QBO Essentials Version)

  • May 5, 2022
  • 1 reply
  • 0 views

I am currently using QBO Essentials and I am looking for a workaround on how to "track billable expenses" and create an invoice for my client with reimbursable expenses. I need to create an invoice for my travel expenses to be paid by my client. I took a trip to LA to visit a client in which they will pay all of my travel expenses. I used my business Amex (this account is being tracked in QBO) to pay for my flight, rideshare (Uber/Lyft), meals, etc. How do I create an invoice for my client so I can get reimbursed for these travel expenses? I've spent hours via QB support groups/Youtube/online looking for a work around (just spent an additional with QB support on online chat and phone and no help). . Thank you so much in advance for your help.

1 reply

A
Archie_B
May 5, 2022

Welcome to the Community, ChatChamps.

 

I'd like to help and share how you can add billable expense to your customer invoice in QuickBooks Online.

 

We can turn on billable expense tracking feature. This way, you can easily record and track billable expenses  your customer can reimburse them when they receive their invoice. 

 

To turn on billable expense:

 

  1. Go to Gear ⚙ icon . Then, select Account and settings.
  2. Go to the Expenses tab.
  3. From the Bills and expenses section, select Edit ✎.
  4. Turn on the Show Items table on expense and purchase forms, Track expenses and items by customer, Make expenses and items billable features.
  5. Set up the other necessary options.
  6. Click Save and Done.

 

After that, you can now enter a billable expense.

 

Here's how:

 

  1. Click the + New button.
  2. Choose the transaction (Bill, Expense, or Check) you want to create.
  3. Select the payee.
  4. From 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. In the Customer column, choose the customer you want to bill for this expense.
  7. Fill in the other needed fields.
  8. Click Save and close.

 

Once done, you can open this article for the steps to add the billable expense to an invoice: Enter billable expenses.

 

I've also added this link to learn how you can enter and manage expenses in QuickBooks Online.

 

Please reach us back for other questions and concerns about billable expense. I'll be here to assist. Have a good one!

C
ChatChampsAuthor
May 5, 2022

Thanks for responding however this doesn't help me with the QBO Essentials version. I can't see to justify an upgrade of $400/annual for the "tracking billable expenses". The QBO Essentials doesn't have the "trackable" feature. Can you please provide a work around?

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