Hi I recorded expenses on the check register and put in a Customer/Job and billable was checked. However, when I go to invoicing and click on time/cost. What is the trick? I paid an electric bill and charged part of it back to a tenant.
Go back to the original transaction (check) where you made the expense billable. Check that the item is still billable. Click on the 'billable' field and click Save to re-record the entry.
On the invoice screen, pull up the customer:job name. The customer:job must match EXACTLY. Click on the Time/Costs button and you should get a window, showing all the billable costs associated with that customer:job. The window will have options for taxes, markup, etc..
Post back if it is not working. Include the version of QB you are using, and what OS you use.
The problem may be that you are entering the payment in the check register. I believe you need to use the Write Check or Pay bills feature to pass the billable information to the Customer invoices.
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