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Everything you need to know about banking in QuickBooks Online - Discover more
Accountant84
Level 1

Rebillable income

My client uses the billable function to raise invoices rebilling costs that they have incurred on their behalf. Often their customer will pay them a deposit which we allocate to a payment in advance account on the balance sheet. I mark this as billable so when they raise the invoice it shows the customer's earlier deposit and only the remaining balance is requested on the invoice.

It would be great if the banking screen could include a tick box for billable on the deposit screen as it does for the expense transactions to prevent me having to go into each deposit after it is saved and tick the billable option there.

2 REPLIES 2
Rose-A
Moderator

Rebillable income

It's good to see you here in the Community, Accountant84.

 

I appreciate you explaining how the billable tick box from the banking screen would help you out. While that feature isn’t currently in our development roadmap, we are working on big improvements that will be helpful for the majority of our customers.


I'd encourage submitting feedback within your QuickBooks Online (QBO) account. This way, it goes to our product developers to help improve your experience while using the program. I'll guide you on how. 

 

  1. Go to the Gear icon at the upper right and select Feedback under Profile.
  2. Enter your comments or product suggestions. You can also attach a screenshot or file to combine them all.
  3. Click Next.
  4. You'll be provided a list of suggested help articles related to your comments. You can read through them or choose Skip and send message.
  5. Select the appropriate category from the drop-down menu.
  6. Tap Send message.

 

Additionally, you may want to bookmark this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Online account, income, expenses, inventory, and running reports.

 

I'm always here to help if you have any other concerns or anything in QuickBooks. I'll make sure to get back to you as quickly as I can. Have a good one.

Accountant84
Level 1

Rebillable income

Thank you for drawing my attention to the feedback button. I haven't noticed this before. I've now submitted my feedback.

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