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January 28, 2024
Question

I need to add an expense to an invoice. how do I do this? I tried going to [gear] expenses - edit....but the selections that QB says are there are not available to me.

  • January 28, 2024
  • 1 reply
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1 reply

January 29, 2024

Hello jenniferjanehami,

 

Welcome to Community! QuickBooks Online provides the features you need, so you can include expenses, and get reimbursed when your customer receives their invoice.  I would be glad to help!

 

To get started, you'll need to turn on billable expense tracking.  Here's how;

 

1. Open your Settings ⚙, then select Account and settings

2. Click on the Expenses tab

3. From the Bills and expenses section, select Edit ✎.

4. Turn on the following:

  • Show Items table on expense and purchase forms
  • Track expenses and items by customer
  • Make expenses and items billable
  • Bill payment terms

5. Hit Save

 

Follow these steps to bill a customer for an expense;

 

1. From the left menu, open +New

2. Choose Bill, Expense, or Cheque

3. Select the Payee

4. In the Category column, select the expense account for transaction

5. Enter the description and amount, then select the Billable checkbox

6. In the Customer column, choose the customer you want to bill for this expense

7. Hit Save and close.

 

Here's how to link the billable expense to your customer's invoice;

 

1. Open +New, then Invoice

2. In the Customer ▼ dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.

3. Select Add on the billable expense you want to charge to your customer

4. Hit Save and close.

You're all set!

 

Feel free to reach out with any other questions.  We would be happy to assist!