How to Track & Reimburse Client Expenses in Quickbooks Online |Trust Accounting for Law Firms

Most law firms pay client expenses from their operating account or credit card — then reimburse themselves from the client's trust balance. Court filing fees. Process servers. Expert witnesses. Courier services. This is everyday workflow. But if you just "pair the transfer" in QuickBooks Online, your client's trust ledger won't update, your 3-way reconciliation will break, and you'll have no record of what the expense was for. In this video, I show you the RIGHT way — using QBO's Billable Expense feature: ✅ How to record expenses as "Billable" and assign to the client ✅ How QBO automatically reminds you to add expenses to invoices ✅ How to collect payment from client trust ✅ How to reduce the client's trust balance correctly ✅ How to reimburse separately OR combined with earned fees ✅ Common mistakes that break compliance This is Part 5 of my Legal Bookkeeping in QuickBooks Online series. 📌 RELATED VIDEOS: Part 1 - Chart of Accounts Setup: [   • Law Firm Trust Accounting | The Dangerous ...  ] Part 2 - Recording Client Retainers: [   • How to Record Client Retainers in QuickBoo...  ] Part 3 - Transferring Earned Fees: [   • How to Transfer Earned Fees from Trust to ...  ] Part 4 - Paying Client Expenses from Trust: [   • How to Pay Client Expenses from Trust in Q...  ] Part 6 - 3-Way Reconciliation: Coming soon 📌 CONNECT: Website: https://www.legalbookkeeping.online LinkedIn: [  / legalbookkeepermarufa  ] Facebook: [  / qbmarufa  ]