Billable Expenses not showing up on Invoice


J

JamesP

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.
 
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L

L

JamesP said:
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.
Part of your post seems to be missing.

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.
 
L

Laura

JamesP said:
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.
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.
 
J

JamesP

Part of your post seems to be missing.

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.
Thanks for the response. I was doing this on my home computer. I think
the customer/job was correct because I chose it from a drop down box.I
did go back and click on the box with the check mark and it said that
it was already billed & did I want to bill it again. I have worked in
accounting for a long time and I hesitate to do things multiple times
because I have found that sometimes they are being created multiple
times. I am using QB Pro 08 and windows XP on a new computer.

I posted the following on the quickbooks property management forum
andwent into more detail:
I recently set up quickbooks Pro 08 to account for the property
management of a 32,000 square foot office building. I set up the units
as customers and the tenants as jobs.I was going to set up theproperty
as customer and the unit as a job and the tenant as a sub-job of the
unit. However, since the entity I am reporting on owns the property, I
did not see the upside of making the customer as the building. As a
side question, would there be an upside to making the customer the
property?
Anyway, on to my main question. I recently paid a bill and part of it
is chargeable to one of the tenants. I input the expense and coded it
to bill part of it to the customer/Job and the checkmark appeared that
it was billed. I went to issue the 3/1/08 rent invoice and clicked on
the time/costs button on the bottom of the invoice window and there
was nothing in services or the the other 3 categories. I ran an
unbilled report & nothing was on it. How do I get the accounts payable
generated bill backs to appear on the tenant's (customer/job) account?
I set up 4 classes as follows
Property Address
CAM
Suite Costs - Charged back to tenants
Suite Costs - Landlord Cost
I made the expense that I charged back to the tenant under the
class"Suite Costs - charged back to tenant".
 
J

JamesP

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.
Thank alot. I did enter in the check register. I will delete the
checks in the register and redo them in the write checks area
 
A

Allan Martin

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.
Thank alot. I did enter in the check register. I will delete the
checks in the register and redo them in the write checks area


Wasting your time. It does not matter if it is entered as a billable expense
on the check register screen or write a cheek screen.
 
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L

L

Allan Martin said:
Thank alot. I did enter in the check register. I will delete the
checks in the register and redo them in the write checks area


Wasting your time. It does not matter if it is entered as a billable
expense on the check register screen or write a cheek screen.
Ummmm
How do you mark an expense as billable, and enter a customer:job in the
register screen?

I only see those options in the "Write Checks" window.
 
A

Allan Martin

L said:
Ummmm
How do you mark an expense as billable, and enter a customer:job in the
register screen?

I only see those options in the "Write Checks" window.

Splits is the QB word for today.
 
J

JamesP

Ummmm
How do you mark an expense as billable, and enter a customer:job in the
register screen?

I only see those options in the "Write Checks" window.- Hide quoted text -

- Show quoted text -
I am using QP Pro 2008. Maybe they added it in 2008 and you are using
it an earlier version.
 
Q

QBConsultant

I am using QP Pro 2008. Maybe they added it in 2008 and you are using
it an earlier version.- Hide quoted text -

- Show quoted text -
The SPLIT button at the bottom of the register allows you to specify
which customer/tenant and whether it is billable or not. That has
been there for a long time--it isn't new in QB 2008. So, you can mark
things as billable in the check register--no need to delete &
reenter. Check the dates of when you paid the bill/expense and the
date of the invoice.

Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Business
http://www.SuccessfulQuickBooksConsulting.com
http://www.amazon.com/Successful-QuickBooks-Consulting-Comprehensive-Starting/dp/1434810690
 
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J

JamesP

The SPLIT button at the bottom of the register allows you to specify
which customer/tenant and whether it is billable or not.  That has
been there for a long time--it isn't new in QB 2008.  So, you can mark
things as billable in the check register--no need to delete &
reenter.  Check the dates of when you paid the bill/expense and the
date of the invoice.

Michelle L. Long, CPA, MBA
Author of: Successful QuickBooks Consulting: The Complete Guide to
Starting and Growing a QuickBooks Consulting Businesshttp://www.SuccessfulQuickBooksConsulting....sful-QuickBooks-Consulting-Comprehensive-...- Hide quoted text -

- Show quoted text -
Hi
I posted this question and I figured it out. When entered the customer/
job from the drop down list, a jagged line like a thunderolt appeared
in the box to check to bill the tenant. I thought it was automatically
checked somehow to bill the customer/job. I went back in and checked
it again and it warned me that the item was already billed (this is
misleading) and I went ahead and checked it and it then billed through
to the customer/job. Sorry to waste your time on this.
Jim
 
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