Question

Billable Mileage entry through mobile app, etc.

Forum|Forum|5 years ago
November 21, 2020
1 reply
3 views

As a consultant, I travel and bill mileage to my customers at the IRS mileage rate. Is there an easy way to enter a billable mileage charge to a specific customer through the QB Mobile App? Is there an easy 3rd party app? I'm using TSheets for billable hours, but it doesn't do mileage. Thanks

QuickBooks Apps

R

ReyJohn_D

Moderator

There's no need for a third-party app to track mileage in QuickBooks mobile app, @DColombo.

Let me share some steps to make sure you're able to track billable mileage for your customers through the mobile app.

First, please make sure to log in as the Master Admin of your QuickBooks company. Then, add your mileage or trips in QuickBooks. Here's how:

Go to the Mileage menu, and then select Add Trip.
Add the trip date, starting and ending locations, distance, etc. On the Description field, you can indicate it's purpose like "billable charge for the customer."
Select Save.
Click Submit when you're ready.

Once done, please turn on the auto-tracking feature in your mobile app to monitor your trips easily. If you haven't download the app already, you can visit this link: Download QBO mobile app.

For an Android phone or tablet device:

Open the QuickBooks mobile app, and then select the menu ☰ icon.
Go to the Mileage menu.
Choose Auto-tracking to turn it on.
Select Allow and then Allow all the time.

For the iPhone and iPad:

Open the QuickBooks mobile app, and then go to the Mileage menu.
Select Auto-tracking to turn it on.
Choose Allow and then Allow all the time. This lets the app run on your device in the background.

After that, you can just drive and QuickBooks will automatically detect a trip using your phone’s GPS location.

When you're ready, you can review your trips. To do that, please refer to Step 4 of this article for the detailed steps: Automatically track mileage in QuickBooks.

In case you encounter some errors while using the said feature, you can use this handy article for the fixes: Fix mileage tracking issues.

If you're using QuickBooks Self-Employed, here are the needed steps and the fixes when you encounter some issues: Mileage tracking in QuickBooks Self-Employed.

I'm just a comment away if you have additional questions about this. I'm here to help.

D

DColomboAuthor

Ok, I get what you said. Where do I take the Trip I added and link it to a Customer for billing purposes??

R

ReymondO

Moderator

Hey there, @DColombo.

The mileage feature is mainly used for tracking your business miles and vehicle expenses in QuickBooks Online (QBO). However, the option to link it to a bill is unavailable in QuickBooks.

Although, you can create an expense transaction and make it billable to your customer. This way, you can easily record and track billable expenses so your customer can reimburse them when they receive their invoice.

Let me show you how:

Step 1: Turn on billable expense tracking to record billable expenses.

Go to Settings ⚙ and select Account and Settings.
Click the Expenses tab.
From the Bills and expenses section, select Edit ✎.
Turn on the Show Items table on expense and purchase forms, Track expenses and items by customer, and Make expenses and items billable options.
Select Save, then Done.

Once done, follow step number 2 and 3 in this article to enter the bill and link it to your customer's invoice: How to record billable expenses in QBO.

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

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