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Join nowHello there, @mabaipac.
You have the option to enter an expense account on the invoice. And I'll be happy to help you with this.
First off, let's create a service item, then change the income account into expense account. Here's how:
Here's an article for your reference: How to Create and Use a Products and Services List.
Then, create an invoice and enter the broker fee as a negative amount on the second line. Let me guide you how:
I've got you an article for your reference: How to Create an Invoice.
After saving the transaction, the Broker Fee (expense account) will show on your Transaction journal.
Please feel free to post again or leave a comment should you have any other concerns about invoices.
@mabaipac wrote:
I was asked to document here the issues I have come across. This information would go to the planning committee (?) to see if this is something that can be implemented in the future.
In an Invoice, click anywhere on a current line and a green + will appear in the far left column to insert a row above the row you selected.
You can also add as many rows as you wish at the bottom.
Add any products/services you want and even create new on the fly (Add New) just by typing. To enter an expense that reduces the total due of an invoice enter it as a negative number. But otherwise if you are charging a client for your expense you have choices
1. use a two sided non inventory service that posts to income and expense
2. use billable expenses, create customer invoice, billing them for your expense, including broker fee
Not sure why you cannot do either of these things currently in your current QBO company file unless any of the procedures are version restricted - in which case you would have to upograde to unlock features
I do not see the Green + sign.
Hello there, @DMWC. I understand that you're experiencing difficulty with locating the green plus sign. I'm here to guide you on how you can see this specific icon.
To see the green plus sign in the invoice, click on the Product/Service column in QuickBooks Online (QBO). This should allow you to add items to the invoice using the green plus sign.
See the screenshot below for your visual reference.
Once done, you can open this link to assist you with receiving and recording invoice payments in QBO: Record invoice payments in QuickBooks Online.
Lastly, you may refer to this article if you need help viewing all the status of your sales transactions like open and paid invoices: View sales transactions.
With the steps provided, you'll be able to finish your task. If you need further guidance or have any other questions, feel free to reach out. I'm here to assist you every step of the way.
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