QB Issue Resolution:

I hope you’re enjoying your Friday.

I have a suggestion that you can use for this. I recommend recording these as an expense. You can take each of the items you listed above and enter them as a category expense rather than an item expense. Then you could mark them billable with no mark-up rate. This way, your able to add the Expense to the Invoice but not have to enter as a product and service.

Here’s how you can record this in QuickBooks:

1. Click the +New button at the top and choose Expense.

2. Under category, pick the expense account for these items.

3. Enter the amount and check Billable. Then, pick the name of the customer you will invoice for these charges.

4. Save and close the Expense.

5. Create a new invoice by clicking the +New button and choosing Invoice.

6. Choose the customer that you added in the Expense, and a side menu will appear on the right-hand side of the page. Find the Expense and click Add.

7. On the pop-up, select Copy to invoice.

8. Fill out the rest of the Invoice as usual. Then, Save and close.

That’s all there is to it. I also recommend reaching out to your accountant to ensure this is the best course of action for your business. Please let me know if there’s anything I can do for you or if you have further questions. Take care and have a good one!

Resolution for Issue 'Good morning! I have a question about creating an invoice. We have a client we are making products for, but there are also several items we are simply being reimbursed for– taxes/customs fees/shipping costs, etc. What is the best way to categorize these line items? They are not inventory and the non-inventory’ forces me to check that I am selling this to my customer, but that is not the case. Any feedback?' available: Yes (Solved).
Source: Intuit Community forum.

Good morning! I have a question about creating an invoice. We have a client we are making products for, but there are also several items we are simply being reimbursed for– taxes/customs fees/shipping costs, etc. What is the best way to categorize these line items? They are not inventory and the non-inventory’ forces me to check that I am selling this to my customer, but that is not the case. Any feedback?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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