QuickBooks for Mac 2014 User’s Guide 101
To include reimbursable expenses on a billing statement:
1 Open the appropriate customer register.
Important: If the Customer:Jobs list shows more than one job for the customer, be sure to select the
correct job. QuickBooks maintains a separate register for each job.
2 In the customer register, click Time/Costs.
3 Indicate how you want to date the statement charges it creates for the costs you select.
o Dates from table below—Use the original date of each cost. If the dates occurred BEFORE the
date of the last statement you sent to your customer, you may want to use the “This date” option
instead. When you print a statement, QuickBooks normally includes only charges dated AFTER
the date of the last statement to the customer.!
o This date— Use the date shown in the This Date field. Normally QuickBooks shows today's date
in the field, but you can change the date to a different date if you want.
4 Click the tab for the kind of reimbursable cost you want to charge your customer for.
o Click Items to bill for items you purchased for this job.
o Click Expenses to bill for other costs and expenses you incurred for this job.
o Click Time to bill for time billable to this job.
5 In the Use column, click next to each cost you want to create a statement charge for. A check mark
next to an item indicates that the cost will appear on the invoice or statement charge.
For inventory parts, resale non-inventory
parts, subcontracted services, and
reimbursable other charge item, QuickBooks
uses your sales price, not your purchase cost.
If you want, you can change the price on the
statement.
QuickBooks uses the hourly rate for the
service item you assigned to the task. If you
want, you can change the rate on the invoice.
6 If a particular item is an overhead cost that you are not going to pass on to the customer, make sure
that no check mark appears next to that cost in the Use column.
Tip: If you know that you are NEVER going to bill your customer for a cost, you can remove the cost
so that it no longer appears in the list. Click the Hide column next to the cost. Hiding the cost won't
remove its association with the job — you'll still see the cost along with other job-related expenses on
job reports.
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