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August 8, 2019
Question

Can i add reimbursable expenses to client invoices

  • August 8, 2019
  • 1 reply
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1 reply

August 8, 2019

Hi there, 

 

I'd like to take this opportunity to welcome you to the QuickBooks Community! I'll be excited to show you how to create a billable expense which you can add to your client's invoice. A billable expense is an expense you incur on your customer’s behalf when you perform a work for them. You can easily record and track billable expenses so your customer can reimburse them when they receive their invoice.

 

Before you start entering billable expenses, you need to set it up for your company.


Turn on billable expense

  1.     Go to Settings ⚙, then select Account and Settings.
  2.     Go to the Expenses tab.
  3.     From the Bills and expenses section, select Edit ✎.
  4.     Select the following: 
  •     Show Items table on expense and purchase forms
  •     Track expenses and items by customer
  •     Make expenses and items billable  

        5. (Optional) Set up the following:

  •     Markup rate
  •     Billable expense tracking
  •     Sales tax charge
  •     Bill payment terms

       6. Select Save, then Done.    

 

Once you turn on billable expense tracking, you can now record billable expenses.  

  1. Go to the Create ⨁ icon, then select the transaction (Bill, Expense, or Cheque) you want to create.
  2. Select the payee and the expense account for the transaction.
  3. Enter the description and amount of the expense, then select the Billable checkbox.
  4. From the Customer column ▼ drop-down menu, select the customer you want to bill for this expense.
  5. (Optional) Enter or make sure the markup % is correct, then select the Tax checkbox or choose a tax agency if you want to charge tax.
  6. Select Save and close. 

Add billable expenses to invoices 

 

To reimburse the cost, link the billable expense to your customer's invoice.

 

  1.     Go to the Create ⨁ icon, then select Invoice.
  2.     From the Customer ▼ drop-down menu, select the appropriate customer.
  3.     From the Add to Invoice window at the right, select Add on the billable expense you want to charge to your customer.
  4.     Select Save and close.              

Let me know if these steps help. I'll be on standby in case you need help. :)