QuickBooks for Mac 2014 User’s Guide 118
display the credit memo you just entered and click Tx History, you should see the refund check listed
in the Transaction History - Credit memo window.
Other things to know about credit memos:
View payment history for the credit memo. Click history to see the payments for this credit memo.
Apply sales tax. If you're charging sales tax for the items, click Taxable to apply sales tax.
Print, email, add to iCal or Calendar. You can mark the credit memo as to be printed or emailed later. Then
choose File > Print forms or File > Email forms. You can also add a reminder to iCal or Calendar.
Getting paid for time and costs
When you work for a customer, many times you charge them for time you’ve worked, expenses you’ve incurred,
and mileage you’ve put on your car. You can track that in QuickBooks and include that on the forms you sent to
your customers to get reimbursed. If you are writing an invoice, you can also have QuickBooks calculate a markup
and apply the markup to each expense.
This video explains how to get reimbursed for expenses.
http://www.qblittlesquare.com/2011/06/how-do-i-invoice-a-customer-for-expenses/
Assigning costs (or time) to a job
When you plan to charge your customer for the actual time and costs for a job, here's what you must do to track
the time and costs.
Record the hours spent on the job, using either a weekly timesheet or a
single activity entry. Be sure to mark each entry as “billable,” and to assign
the hours to the customer (or if you're tracking by job, to the job you are
doing for the customer). To track billable time, see the section on time
tracking, starting on page 121.
Job-related purchases:
Items purchased for a job
Subcontracted services
Use a bill, check, or credit card charge to record the purchase. On the Items
tab, enter each item or service you purchased. In the Customer:Job column,
be sure to assign each item or service to the customer (or if you're tracking
by job, to the job you are doing for the customer). To find out how to enter
job-related items, see the sections on entering bills, checks, and credit card
charges.
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