Skip to main content
T
tina-gilliansega
November 16, 2022
Question

How do I know if a billable expenses has been billed to the client

  • November 16, 2022
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

S
SashaMC
November 16, 2022

Hello tina-gilliansega,

 

Thanks for reaching out to the QuickBooks Community! If your billable expenses are tied to an invoice, you can confirm if it was. Once the invoice was paid off, it would indicate the linked expenses were also. I am attaching this link which goes into detail about creating billable expenses and how to add them to the invoice.

 


Let me know if you still have any lingering questions about this! I will be more than happy to address them. Bye for now. 

T
tina-gilliansegaAuthor
November 18, 2022

HI there,

Thanks for responding but I don't think that answered my question.

What I am needing to know is how do I verify that a billable expense has been billed to the client?

I spent 2 hours with support yesterday, and they as well, could not help me or even understand what I was asking.  I have a billable expense allocated to a customer.... it doesn't come up on the right hand side "add to expense" when I initiate a new invoice to bill the client.  There must be a way to check if this expense was already billed or not?  There used to be a check for this in Quickbooks Desktop.

C
CharleneMaeF
November 18, 2022

The countless time looking for the right report ends here, tina-gilliansega.

 

I know a report that'll provide the details you need. Let's run and personalize the Transaction List by Customer. Here's how:

 

  1. Go to Report
  2. Search Transaction List by Customer.
  3. Click Customize.
  4. Set the correct dates.
  5.  On the Filter section, select the Transaction Type drop-down menu.
  6. Choose Billable Expense Charges.
  7. Once done, click on Run report.

 

Additionally, I've added an article that'll help you save the current customized settings of the report. This helps you easily access it in the future: Memorizing Reports.

 

Don't hesitate to post again if you have other questions about running and customizing your reports. I'm always around and happy to help. Take care and stay safe!

Terms & ConditionsAccessibility statement