Your employees have incurred expenses for a specific job, and now that you’ve reimbursed them, you want to pass the cost on to the client. You can use the expense information from ProOnGo to instantly create an invoice, or add to an existing one. This is yet another way ProOnGo saves you time and improves your QuickBooks experience.
Here’s how to do it:
Step 1: Create the Expense In ProOnGo
The first step is to create the expense! Just go through the regular process of creating an expense in ProOnGo. First, use our receipt reader to record the expense information, or enter it manually. Then assign the correct Client to the expense and change the Type to “Billable.”
Once the expense is approved, you can send it to QuickBooks as you normally would, either as a Vendor Bill or via Write Check. In this case, we used Write Check.
Step 2: Reimburse That Expense
Open Write Check in QuickBooks and hover over the “Recent” button. You’ll see the expense! You’ll notice that the expense is already assigned to the Client and marked as “Billable.”
Step 3: Create the Invoice in QuickBooks
Go to Clients, then Create an Invoice. If you’ve already created an invoice and want to add to it, no problem! Just select the correct Customer:Job.
Check the box next to “Billable Expense Charges” and your expense will be added to the invoice.
That’s it! No keying in information for you; you’re far too advanced for that. Creating invoices in QuickBooks is easy with ProOnGo!