How do I enter statement charges ?

Entering charges is the first step in preparing billing statements to send to your customers. You enter the charges directly in each customer's register. You can also transfer reimbursable expenses to a billing statement.

1. Display the appropriate customer register.

Important: If the Customer: Job 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. (Optional) Change the date of the statement charge.

3. In the Item field, enter the item you use to track this kind of charge.

4. Enter the quantity in the Qty field.

5. (Optional) Edit the description that QuickBooks filled in the Description field.

6. If you have more than one A/R account, choose the account you want to use from the Account drop-down list.

7. (Optional) Assign a class to the sale.

8. Click Record to record the charge.

Alternative method

If you wish, you can enter all your statement charges directly into your accounts receivable register instead of the individual customer registers. If you have a few customers, or if you like to see all your statement charges listed in one place, you may prefer the A/R register. Of course, each charge you enter in the A/R register also appears in the appropriate customer register.