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Level 1

Billable expenses not to exceed

Is is possible to set a limit on billable expenses?  I have a client and we have agreed that billable expenses will not exceed a certain amount.  Is there a way to track this in QBO?

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Community Champion

Billable expenses not to exceed

Not in QBO at all. In QBDT you can set each customer's credit limit but until you actually invoice the billable expenses you won't get a warning about exceeding the limit and do you wish to proceed.  It would be a welcome added feature but don't hold your breath.

 

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