how to track expenses in quickbooks

How to Track Expenses in Quickbooks

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How to Track Expenses in Quickbooks

Many businesses incur expenses when providing services for their customers and they want to bill

their customers for these expenses. For example, a lawyer may bill their client for

courtroom time. When the lawyer drives to the courthouse, they may have to pay a toll. The lawyer will pay for that toll out of pocket and

then include that toll on the invoice to the client at the end of the engagement. Many wonder

how to handle expense tracking in QuickBooks accounting business software, so here is a step-

by-step article on how to do this.

Page 3: How to Track Expenses in QuickBooks

STEP-1 Enter in the expense as you normally would on either a check, credit card charge or a bill.

Page 4: How to Track Expenses in QuickBooks

STEP-2 When you choose the expense account (in this case – Automobile: Gas, Tolls & Mileage) you also want to enter in the Customer Name in the Customer: Job column and then

check the box that says “Billable.”

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Page 5: How to Track Expenses in QuickBooks

STEP-3 When it comes time to create the customers Invoice, open up the invoice screen and enter in the customer name

like normal.

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Page 6: How to Track Expenses in QuickBooks

STEP-4 You will get a pop up that states that this customer has outstanding billable time and/or costs.

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Page 7: How to Track Expenses in QuickBooks

STEP-5 In the next screen, click on the Expenses tab and you will see a listing of all the unbilled billable expenses for that

customer.

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Page 8: How to Track Expenses in QuickBooks

STEP-6 Once back in your invoice screen, you will see the amount of your expense has been added into the invoice for

the customer.

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Page 9: How to Track Expenses in QuickBooks

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