What Is an Inventory Part?

An Inventory Part is one type of Item and is maintained on the Lists->Item List menu selection. See our article on all of the Item types supported by QuickBooks for more information. Generally speaking, Items are designed to pre-fill invoicing and purchasing forms. An Inventory Part represents an item that your firm keeps on hand […]

How Can I Record Vehicle Mileage As a Reimbursable Expense?

To record vehicle mileage as a reimbursable expense, you first need to set up the vehicle in the Vehicle List and the Service or Other Charge Item that represents the rate at which customers will be invoiced for mileage.  Once these preliminary steps have been completed, click on the Company->;Enter Vehicle Mileage… menu selection to […]

How Do I Manage the Vehcile List?

QuickBooks maintains a Vehicle List and can track the mileage for those vehicles, as well as help to charge customers or clients for mileage recorded. The Vehicle List tracks 3 simple pieces of information about a vehicle: the name, the description, and the active status. To manage the Vehicle List, click on the Lists->Customer & […]

How Do I Prepare To Charge Customers For Mileage?

The first step to charge customers or clients for vehicle mileage is to create a new Item with a type of Service or Other Charge.  The Sales Price that you enter for this Item will be the price charged to the customer for mileage. QuickBooks maintains a separate list of Mileage Rates, but these rates […]

How Can I Find Out Which Reimbursable Expenses I Haven’t Billed To a Customer or Client?

To find out which reimbursable expenses you haven’t billed to a customer or client, click on the Reports->Jobs, Time & Mileage->Unbilled Costs by Job menu selection to produce the Unbilled Costs by Job report. For more information on handling reimbursable expenses, see our related articles on enabling automatically invoicing customers for reimbursable expenses, what distinguishes […]

How Do I Remove Some Expenses From the List of Billable Expenses To Be Invoiced To a Customer or Client?

Sometimes, after recording an expense as billable to a customer or client (in other words, it’s a reimbursable expense), you need to change it to an expense for which you won’t seek reimbursement.  More technically, this is called resetting the billable status flag. For more information on handling reimbursable expenses, see our related articles on […]

What Distinguishes a Reimbursable Expense From Other Expenses?

A reimbursable expense is an expense that you expect to invoice to a customer or client either at the actual cost or with a markup.  QuickBooks includes features to distinguish reimbursable expenses from other types of expenses and to track which reimbursable expenses have in fact been invoiced to a customer.  For more information on […]

How Do I Invoice a Customer for Reimbursable Expenses?

In order to easily invoice a customer or client for reimbursable expenses, you first need to make sure your QuickBooks installation is properly configured for this task.  Your configuration depends on how you intend to account for reimbursable expenses. For more information on handling reimbursable expenses, see our related articles on enabling automatically invoicing customers […]