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Charge costs back to customers (reimbursable expenses)

How do time, costs, and mileage expenses become billable?

To do this task

  1. Click the Add Time/Costs button on the Create Invoices or Enter Sales Receipts windows.

  2. In the Choose Billable Time and Costs window, click the tab for the kind of cost you want to charge.

  3. In the Checkmark column, click next to each cost you want to charge.

  4. (Optional, for expenses only) Add a markup to the expenses you selected.

  5. (Optional, for mileage and time only) Click Options to determine how you want the items to appear on the invoice.

    You can combine several time or mileage activities, include descriptions, etc. These options allow you to view the detail in QuickBooks, even if you print the sales form showing only single line items.

  6. (Optional) If you want the costs you select to appear as a single line item when you print the invoice or sales receipt, select the Print selected time and costs as one invoice item checkbox.

    Important: Do this only if you are certain you want the printed invoice to show only the total of the costs (and not a line-by-line listing of each cost). Once you record the invoice or sales receipt, it is difficult to print the costs separately. To go back, you will need to make the time or costs billable again.

    When you print the invoice or sales receipt, it shows one amount (the sum of all the expenses plus any markup). The Description column lists the amount as "Total reimbursable expenses." If you want, you can change this description by editing the onscreen version of the invoice or the sales receipt.

  7. Click OK to add the costs you selected to the invoice or sales receipt.

See also

KB ID# H_SALESFORM_REIMB_EXP_TIME_BILL
12/11/2016 3:48:48 AM
QYPPRDQBKSWS03 9138 Pro 2017 d4282b