hi I'm Aimee from Razor Accounting the sharp solution for your finances in this
video I'm going to show you how to allocate your customer costs to an
invoice so maybe you had some expenditures because of a job you're
working on and you want to add that into your customers invoice when you build up
so the first thing to do is to enter in that cost into accounts payable so I'm
just at the home screen so what you want to do is just navigate over to this
upper left tab where it says enter bills open that up now I'm working in Trek's
shipping and tracking so we are going to do a demonstration for a job where maybe
some tires got damaged or blown oh and they need to be repaired and we're gonna
actually build that to the customer so if you have your vendor set up already
just go ahead and use your keyboard and type in the vendor name or drop down and
find your vendor or also if you need to you can add a new vendor in here I'm
gonna just select bills tire shop for this demo make sure that the date your
agrees to the invoice that you have enter in your amount to you I'm gonna
put in $500 or some tighter repairs in the memo I'm just going to put tire
repair for Fred Dixon job you can put whatever you need to in the memo the
account I'm gonna put it in is repair and maintenance go ahead and
in another memo here if you want to I'm not going to for the purposes of this
demonstration and then go over to the right here where it says customer job
and allocate it to your customer so if you don't have it set up yet you can add
in your customer here where it says add new I found mine here Frederic soon so
I'm gonna select that one when everything is finished in here just go
ahead and click Save and close now that has been entered into your accounts
payable module you can pay it whenever you need to you we're not going to go
through that for this demonstration now we're going to create the invoice for
Fred Dirksen and bring that cost into it so I'm going to select create invoices
and then up at the top where it says customer job I'm going to select Fred
Dirksen now QuickBooks is asking me if I want to allocate the cost because it
already knows that there's expenses sitting there that need to be allocated
so this little box is already checked this says select outstanding billable
time and cost to add to this invoice and I want to say okay now this new window
that's opened up is giving me the different options for adding in expenses
so there's time expenses mileage and items mine are sitting in expenses so
I'm going to click on that and now here it shows up bills tire shop tire repair
for Fred Dirksen job five hundred dollars so I want to bring that into the
invoice here so I'm just going to put a little tick in the box here and then
click on ok so now that cost has been brought into the invoice for Fred
Dirksen so I can just keep adding in whatever I need to for the invoice so if
I want to add in some services here I can put them in
so maybe I want to put in some hourly towing services I'm not gonna make a big
detail for the purpose of this video but go ahead and add in whatever you need to
for your invoice and it's just gonna sum it all up for you as usual and all you
need to do is click on save and close when you're done and it's entered into
your accounts receivable module so that's the basics for allocating your
costs to your customers and invoicing them if you do have any questions about
accounts receivable or accounts payable or allocating your customer costs please
leave me a comment and I'll be sure to answer it as quickly as I can and if you
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sharpen your QuickBooks skills thank you for watching
you