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graham kobicomm
May 12, 2022
Solved

Linking expenses to client invoice

  • May 12, 2022
  • 2 replies
  • 0 views

Can someone tell me how I can link some expenses incurred to a client monthly invoice?

I want to be able to invoice my client for a monthly charge plus any expenses incurred.

Thanks

Best answer by KlentB

Thanks for getting back to us, graham kobicomm.

 

Let me share additional information about the billable expense option.

 

Please know that this feature is only available in the QBO Plus. If you're using the Simple Start or Essential version, you may need to upgrade your plan to be able to utilize this option. Feel free to read this article to be guided in doing it: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you're all set up and ready, follow these steps to turn on billable expense tracking:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Head to the Expenses tab.
  4. From the Bills and expenses section, click the Edit icon.
  5. Turn on the Show Items table on expense and purchase form, Track expenses and items by customer, and Make expenses and items billable option.
  6. Click Save, then Done.

For more tips on tracking your expense transactions, I recommend reading these articles:

 

 You can always find me here if you have any other concerns or questions. Have a great rest of the day.

2 replies

G
GeorgiaC
May 12, 2022

Hi Graham, thanks for joining the Community 🙂 - if you're using QB Online Plus you can record the expense as billable, this will then allow you to add the expenses to the client invoice. 

G
graham kobicommAuthor
May 12, 2022

Hi Georgia,

i am using standard Quickbooks Online and do not see an option to record the expenses as billable?

Thanks

Graham

KlentB
KlentBAnswer
May 12, 2022

Thanks for getting back to us, graham kobicomm.

 

Let me share additional information about the billable expense option.

 

Please know that this feature is only available in the QBO Plus. If you're using the Simple Start or Essential version, you may need to upgrade your plan to be able to utilize this option. Feel free to read this article to be guided in doing it: Upgrade or downgrade your QuickBooks Online subscription.

 

Once you're all set up and ready, follow these steps to turn on billable expense tracking:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Head to the Expenses tab.
  4. From the Bills and expenses section, click the Edit icon.
  5. Turn on the Show Items table on expense and purchase form, Track expenses and items by customer, and Make expenses and items billable option.
  6. Click Save, then Done.

For more tips on tracking your expense transactions, I recommend reading these articles:

 

 You can always find me here if you have any other concerns or questions. Have a great rest of the day.

S
sammisixx
March 14, 2023

Hi - I've attached billable expenses to customer invoices and the system is including this amount from my invoices in my VAT calculations - they are items that I haven't paid nor charged VAT on (it's postage) so now I'm confused as to why I'm being charge a VAT amount on these amounts as though they are income? No mark up added - just a straight like-for-like payment of out of pocket expenses to my customer. How can I tell the system to treat these as a pass-through expense rather than income? Thanks, Sam

A
Ashleigh1
March 14, 2023

Hello Sammisixx, You can put no VAT on the billable expense if that is how it should be recorded so then no vat is taken for that item. 

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