reimbursements

Hello there, BCI7168.

It is my priority that you can properly track the reimbursement in QuickBooks Online (QBO). Let's write a check to record the purchase and then deposit your client's payment.

Since the fund you received is not an income, I recommend consulting with an account. They can advise on which account to use for the transaction. Once you have all of the information, proceed to the steps below to enter the check:
 

1. Tap the + New button in the upper right and select Check under Vendors.
2. Choose your client's name from the Payee drop-down.
3. From the Payment account drop-down arrow, pick the appropriate bank account.
4. On the first line of the Category column, select the correct account.
5. Key in $500.00 in the Amount field.
6. Fill in the remaining boxes.
7. Click Save and close.

When you receive the payment from the customer, record it as a deposit and post it to the same account as the check. You can also read this reference to find out more about how QBO handles expenses. It includes a video tutorial to walk you through the steps.

I want to make sure you have everything you need to manage any processes involving vendors or customers with ease. That's why I've included links to articles on the following topics:

• Expenses and vendors
• Sales and customers

If you have any further questions about recording reimbursements or other transactions, please leave them in the comments. I'm always willing to lend a helping hand. Enjoy your day.