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Replying to:
MJoy_D
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Welcome and thank you for choosing QuickBooks Online (QBO), @bobkc.

 

I can help you with recording your transactions appropriately in QBO. 

 

You can record this expense as billable. Then, link this expense to your customer's invoice. But first, you must turn on the billable expense tracking from the Gear icon (⚙). 

 

Follow the steps below:

 

  1. Go to the Gear icon ⚙ and proceed to the Account and settings.
  2. Click the Expenses tab and then go to the Bills and expenses section, select Edit ✎.
  3. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  4. Set all the necessary information.
  5. Select Save.

 

Once you're done, you can record these travel expenses:

 

  1. Go to the + New button and select the transaction (Bill, Expense, or Check) you want to create.
  2. Select the payee.
  3. In the Category column, select the expense account for the transaction.
  4. Enter the description and amount of the expense, then select the Billable checkbox.
  5. In the Customer column, select the customer you want to bill for this expense.
  6. Select Save and close.

 

Lastly, link the billable expense to your customer's invoice:

 

  1. Go to the + New and select Invoice.
  2. In the Customer dropdown menu, select the customer you created a billable expense for. This opens the Add to invoice window.
  3. Click Add on the billable expense you want to charge to your customer.
  4. Select Save and close.

 

You can check this article for more information about turning on billable expense tracking, billing a customer for an expense, and adding billable expenses to invoices: Enter billable expenses.

 

Check out this article for more information about editing, reviewing, and deleting expenses in QBO: Enter and manage expenses in QuickBooks Online.

 

Here's a reference on how you can record sales transactions in two ways in QBO: Record invoice payments in QuickBooks Online

 

I'm always here if you need more help in recording your transactions. Let me know in the Reply section below. Have a great rest of the day!

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