Was this page helpful?
Thank you!

Comments or suggestions?



Enter Email Address (optional)
email

Track work done by a vendor or subcontractor and invoice your customer for the work

Your vendors or subcontractors bill you for work done and you need to invoice your customer for their work.

How to fix it

There are three different ways to track work by a vendor (or subcontractor) so that you can pass the expense on to a customer. You must decide which of these options (or combination of options) is best for your company:

  • Enter the work as a service item on the Items tab of a bill, check, or credit card charge. When you enter the specific customer or job, an invoice icon appears, indicating the item is billable. Then transfer the item to the customer's sales form by clicking Time/Costs on the sales form and choosing the Items tab.
  • Enter the expense on the Expenses tab of a bill, check, or credit card charge. When you enter the specific customer or job an invoice icon appears, indicating the expense is billable. Then pass on the expense as a reimbursable expense by clicking Time/Costs on a sales form and choosing the Expenses tab.
  • Enter the hours worked day by day either by doing time tracking or importing time data. Assign a service item and customer or job; again, the invoice icon indicates the time is billable. Then transfer the hours and service item to a sales form by clicking Time/Costs on the sales form and choosing the Time tab.
     

Important:

    You must be careful not to charge the customer twice for the same work inadvertently. Therefore, we recommend that you not make vendors' time billable if you track their time on time sheets or in the QuickBooks Pro Timer. You may not need to track vendors' time.


If you do not specifically need to track the number of hours a vendor (or subcontractor) works day by day:
do not use time tracking (or import time data) for this person. Instead, do the following:


If you need to track the number of hours a vendor (or subcontractor) works day by day:

You can use time tracking to track these hours, but we recommend that you not make the hours billable.

Simply tracking the hours does not record any cost to your business for these hours. You must enter the cost by using a bill, check, or credit card charge. When you enter the cost (either on the Expenses or Items tab) and assign the cost to a job, you are likely to make the hours billable (the default setting). If the same hours are billable both in time tracking and on the bill, you are very likely to transfer them to the sales form and charge twice for the same work.

KB ID# SLN41388
12/3/2016 1:35:34 AM
QYPPRDQBKSWS05 9138 Pro 2017 511436