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APHInvestments
January 30, 2021
Question

Journal Entries: Adding a Payee Name AND Project...

  • January 30, 2021
  • 1 reply
  • 0 views

Using Quickbooks Online Plus:

 

I am creating a Journal Entry, and need to attribute an expense to a project. This expense is a payment to a contractor.

 

I need to keep track of this expense per the individual so I can 1099 them, at the same time of costing it toward the project. If I use the Name for the project, I cannot code the expense to the payee.

 

Also, I cannot use Class, as i am already using that to differentiate "1099 Labor" or "Materials Only"

 

How can I turn on a "payee" field in Journal Entry? Or is there another way to do this?

 

 

HELP!

1 reply

RenjolynC
RenjolynC
January 30, 2021

Thanks for visiting us here, APHInvestments.

 

You can select a payee from the Name column when creating  the journal entry. Please see this sample screenshot for a visual reference:

 

 

Once done recording the journal entry, you can map your 1099 by following Step 3 in this article: Create and file 1099s using QuickBooks Online.

 

To view other articles and guides in QuickBooks, you can visit our general help topics page.  

 

If you need anything else, please feel free to reach out to me. I'll get back to you as soon as I can. Take care!

A
APHInvestmentsAuthor
January 30, 2021

Yes, that is correct, but if I use that drop down for the Payee, then how do I assign it to a Customer (Project)?

 

This is my dilemma...

Kristine Mae
Kristine Mae
January 30, 2021

Let me assist you, APHInvestments.

 

You can still select a customer or project from the drop-down. 

 

 

However, if you're referring to billing a customer, you'll have to create a check or expense transaction so you can assign a customer. Then, create an invoice to bill the customer.

 

You can also check this article for more information: Enter billable expenses.

 

Feel free to get back to this thread if you have more questions. We'll reply as soon as we can.

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