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mplili_12
January 19, 2022
Question

Link supplier invoice with customer invoice to calculate profit

  • January 19, 2022
  • 1 reply
  • 0 views

Hi,

 

My company does Graphic Design and printing.

For the printing sector, we have suppliers who perform the job and then we resell the items (for example business cards).

My question is how to process the supplier's invoice and the customer's invoice so as to link them to calculate profit?

Thanks

1 reply

AlcaeusF
AlcaeusF
January 19, 2022

Hello @mplili_12,

 

Thank you for posting here in the Community. I'm here to lend a hand with your question about linking a bill to an invoice in QuickBooks Desktop.

 

You can only link a bill to an invoice if the transaction is billable to your customer. Since you resell items from a vendor, the only option is to run a report.

 

I recommend using a transaction report that will show both sales transactions and expenses. This way, you'll be able to identify the profit between the two.

 

Go to the Reports menu, select Custom Reports, then choose Transaction Detail. You can customise the report to only show bills and invoices (see screenshot below).

 

 

You can also export data to Excel to further customize the details based on your business needs. Here's how:

 

  1. Open the report.
  2. Click the Excel dropdown at the top.
  3. Select Export to Excel.

 

For more information, as well as how to personalise supplier reports in the Desktop version, I recommend the following article: Customise supplier reports.

 

Feel free to hit that Reply button if you have more questions regarding linking transactions in QuickBooks. Have a great day ahead.

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