To do this task
Go to the Customers menu and click Create Invoices.
In the Create Invoices window, select a customer or job with
billable expenses, then click the
Add Time/Costs button.
Click the tab for the kind of cost you want to charge.
Click Time to include time billable to this job.
Click Expenses to include other costs and expenses you incurred, but did not
enter as line items. For example, you might include shipping charges that you
entered on the Expenses tab when you paid for items you received from a
Click Mileage to include billable mileage expenses for this job.
Click Items to include line item purchases for this job. These include
inventory parts, non-inventory parts, subcontracted services, and other charge
column, click next to each cost you want to charge.
Click the Expenses tab.
If necessary, change the markup shown in the Markup Amount or % field.
QuickBooks fills in this field with the markup set in the Sales & Customers
Preferences window. If you decide to change the markup here, it applies only
to this invoice. You can enter the markup either as a flat amount (for example,
10.00—which QuickBooks would interpret as ten dollars) or as a percentage
(for example, 10%—which QuickBooks would interpret as ten percent). If
you enter a percentage, be sure to include the % sign.
Click the Markup Account drop-down list and choose the name of the account you
use to track markup income.
(Optional) If you want the costs you select to appear as a single line item
when you print the invoice, 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 delete the original
expense transaction and then select the invoice column (to the right of the
Customer:Job column) on the Expenses or Items tab.
When you print the invoice, 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.
Click OK to add the costs you selected to the invoice.
Apply a different markup to each