QB Issue Resolution:

You are on the right track on entering your donors as vendors and your clients as customers. This way, you can easily track transactions from them.

Also, you can enter a billable expense and apply it to an invoice to show both expenses and income on the Profit and Loss report. Let me guide you how.

First off, let’s turn on the billable expense feature in your QuickBooks Online. Here’s how:

  1. Click the Gear icon, then select Account and Settings.
  2. Go to the Expenses menu and click the edit icon in the Bills and expenses section.
  3. Put a checkmark in the Make expenses and items billable checkbox.
  4. Click Save, then Done.

Once done, you can now enter a billable expense. Please follow the steps below:

  1. Click the + New button, then select Expense.
  2. Choose the payee from the drop-down.
  3. In the Item details section, select the service from the drop-down.
  4. Enter the necessary information and put a checkmark in the Billable column checkbox.
  5. In the Customer/Project column, select the customer you want to pay the bill.
  6. Click Save and close once done.

Once you’re ready to add it to an invoice, feel free to follow the steps below:

  1. Click the + New button, then select Invoice.
  2. Choose the customer from the drop-down.
  3. In the Add to Invoice window, click Add on the billable expense.
  4. Click Save and close.

Here’s an article you can read for more details: Enter billable expenses.

After following the steps above, you can now run the Profit and Loss Detail report to show both expenses and income. For more guidance, feel free to check out this article: Run reports.

As always, you can visit our QuickBooks Community help website if you need tips and related articles in the future.

Resolution for Issue 'We are a non-profit that provides services to other non-profit agencies. We have both Customers and Donors. Currently, we enter our Donors as vendors and our Clients as Customers. This seems to work well. Is there a better/different way to track both? Also, our Board wants us to be able to report our client expenses (billable) versus what has been reimbursed on our Profit and Loss. How do we enter the expenses and invoice them so they show as both expenses and income? Thank you!' available: Yes (Solved).
Source: Intuit Community forum.

We are a non-profit that provides services to other non-profit agencies. We have both Customers and Donors. Currently, we enter our Donors as vendors and our Clients as Customers. This seems to work well. Is there a better/different way to track both? Also, our Board wants us to be able to report our client expenses (billable) versus what has been reimbursed on our Profit and Loss. How do we enter the expenses and invoice them so they show as both expenses and income? Thank you!: 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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