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Finding Exported Data in QuickBooks

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This article will show you how to locate bills, checks, and credit card transactions in QuickBooks. In addition, how to invoice billable expenses. 

Bills

  • In the Home screen, click on Enter Bills.
  • Click Previous to see the last bill Tallie has populated. find_in_qb_1.jpg
  • Alternatively, you can find bills by going to your Vendor List.
  • Select the Vendor.
  • View the bills listed under Transactions. find_in_qb_2.jpg

Checks

  • In the Home screen.
  • Click on Write Checks.
  • Click Previous to see the last check Tallie has populated. find_in_qb_3.jpg
  • Alternatively, you can find checks by going to your Employee Center.
  • Select the Employee.
  • View the check listed under Transactions​. find_in_qb_4.jpg

Credit Card Charges

  • In the Home screen.
  • Click on Enter Credit Card Charges.
  • Click Previous to see the credit card charge that Tallie last populated. find_in_qb_5.jpg
  • Alternatively, you can find card charges by going to your Chart of Accounts.
  • Select the Credit Card Account to view the Credit Card Register.

Invoicing Billable Expenses

To add billable expenses to an invoice:

  • Open up the invoice to the client or customer.
  • Click Add Time/Costs.
  • Click on the Expenses or Items tab. find_in_qb_6.jpg
  • Check the boxes for the items you wish to add.
  • Click OK to add the billable expenses onto the invoice. find_in_qb_7.jpg


 

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