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November 7, 2021
Question

All my receipts are recorded as expenses but I want to record them as materials against the jobs. How do I do this?

  • November 7, 2021
  • 1 reply
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1 reply

DivinaMercy_N
November 7, 2021

Welcome to the QuickBooks Community, @info-sfgas-gmail. I'd be happy to share with you the steps on how you can record the receipts as materials against the job.

 

You can create the expense billable for your customers. To do so, you'll need to turn on the feature first. Here's how:

 

  1. Navigate to the Settings icon and select Account and Settings.
  2. Next, go to the Expenses tab.
  3. From the Bills and expenses section, click Edit.
  4. Then, enable the following feature: Show Items table on expense and purchase forms, Track expenses and items by customer, and Make expenses and items billable.
  5. Once done, click Save.

 

When finished, go to the Expenses tab to edit the receipt and make it billable. Let me guide you how:

 

  1. Go to the Expenses menu and choose Expenses.
  2. From there, look for the receipt you have to edit.
  3. Next, select the View/Edit link.
  4. From the expense transaction page, mark the Billable column and select the specific customer.
  5. Once done, click Save and close.

 

To get more information about the process of creating a billable expense in QuickBooks Online (QBO), please see this article: Enter billable expenses. 

 

Monitoring your business expenses and accounts payable in QBO is a breeze. The program has ready-made vendor reports you can access at any time. To do so, simply go to the Reports menu and scroll down to the What you owe section. From there, click whichever vendor report you'll need.

 

Don't hesitate to get back here if you have any other concerns in recording receipts as materials against a job in QBO. I'd be glad to help you further. Have a good one.