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PH500
July 7, 2022
Question

Billable Credit Card Expenses - Not Uploading Properly

  • July 7, 2022
  • 7 replies
  • 36 views

We recently switched from QuickBooks Desktop to QuickBooks Online, and are having trouble uploading our credit card transactions, and making them billable. Most of our credit card transactions get billed back to certain customers. I have talked with three different reps, all who told me different things that ultimately don't work.

 

Linking the credit card itself from the website resulted in incorrect charges being uploaded (from dates outside of the window I specified, different card holder's charges being uploaded under someone else's name, etc). Manual uploading through a CSV file doesn't show me a box to check off that the charge is billable once they are uploaded. I've tried batch importing the transactions too, and the data doesn't fully populate. 

 

Any tips on how to upload the transactions and make them billable? I can clarify any points if needed. Thanks. 

7 replies

JenoP
JenoPQuickBooks Team
QuickBooks Team
July 7, 2022

We definitely want to make sure that the right information is given to you when talking to our customer support teams, PH500.

 

I'd like to ask if you're trying to make them billable while uploading or after the transactions are imported? Allow me to be the one to clarify and provide the correct details.

 

At the moment, there's no option to add a column or make transactions billable when uploading the CSV file. However, you will see this option once they're uploaded and when assigning categories to them. Here's how:

 

  1. Go the Online Banking section.
  2. Proceed to the For Review tab.
  3. Click the transaction that you want to tag as billable.
  4. Check the Billable box and select the name of the customer in the Customer field.

 

 

You can open these articles as use them as your guide when using these features:

 

 

We also welcome all feedback and feature requests to help us improve your QBO experience. I suggest sending your product suggestion to include a column or box to make transactions billable when uploading them. Here's how:

 

  1. Go to the Gear icon and select Feedback.
  2. Type in your feedback and suggestions about having the billable option  when uploading CSV file in QBO.
  3. Click Next to submit them.

 

All feedback and requests can be tracked and viewed in the QuickBooks Online Feature Requests website.

 

Keep me posted and reply to me if that let's you tag your credit card expenses as billable. The Community is always here to make sure everything is taken care of.

PH500Author
July 8, 2022

Thank you for your reply, Jeno. Sorry, I may not have been clear, but the billable box does not appear after upload. Any idea why that is?

LieraMarie_A
LieraMarie_A
Level 8
July 8, 2022

Hello again, @PH500.

 

Thank you for the clarification. You're almost ready to categorize billable expenses. One more step and you're all good!

 

You'll have to turn on this Billable Tracking feature from your settings. Here's how:

 

  1. Go to the Gear icon and then Account and settings.
  2. Select the Expenses tab.
  3. From the Bills and expenses section, click Edit.
  4. Turn on the following:
    • Show Items table on expense and purchase forms
    • Track expenses and items by customer.
    • Make expenses and items billable.
  5. (Optional) Set up the following:
    • Markup rate
    • Billable expense tracking
    • Sales tax charge
    • Bill payment terms
  6. Click Save and Done.

 

Then, refresh the page and head to your bank feeds to check if the Billable box appears. If not, we can perform some troubleshooting steps to isolate the issue. Issues like missing buttons are usually a result of outdated or corrupt cache files in your web browser. Clearing them will do the trick and only takes a few steps.

 

First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:

  • Chrome: Ctrl+Shift+N
  • Firefox: Ctrl+Shift+P
  • Safari: Command+Shift+N

 

After that, go back to your download transactions and see if it now has the option. If it has, you may have accumulated too much historical data in your browser. I recommend clearing its cache so you can access QuickBooks with a clean slate. You can also use a different supported one.

 

Let me know if these steps help you activate the Billable option. I'll be happy until it's resolved!

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