How to Track Expenses in Quickbooks

Step-by-Step Guide

1. 1

   Step 1: Enter in the expense as you normally would on either a check

   At this point, you want to choose the option to ‘Select the outstanding billable time and costs to add to this invoice’ and click OK. , Put a check mark next to the ones that you want to include on this invoice.
   
   Note that you can add a Markup to the expense by entering in a dollar amount or percentage in the ‘Markup Amount or %’ box.
   
   Once you have selected the lines that you want to bill for, choose OK. ,
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   Step 2: credit card charge or a bill.

3. 3

   Step 3: When you choose the expense account (in this case – Automobile:Gas

4. 4

   Step 4: Tolls & Mileage) you also want to enter in the Customer Name in the Customer:Job column and then check the box that says “Billable.” Save & Close the transaction.

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   Step 5: When it comes time to create the customers Invoice

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   Step 6: open up the invoice screen and enter in the customer name like normal.

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   Step 7: You will get a pop up that states that this customer has outstanding billable time and/or costs.

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   Step 8: In the next screen

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   Step 9: click on the Expenses tab and you will see a listing of all the unbilled billable expenses for that customer.

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    Step 10: Once back in your invoice screen

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    Step 11: you will see the amount of your expense has been added into the invoice for the customer.

Detailed Guide

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