We are an auto repair shop.
I have set up the products/services for inventory and non-inventory parts. We purchase non-inventory part at cost and charge customer list price.
When I enter the Vendor Bill, I record the Non-Inventory Part. I then check billable to Customer X.
When I go to invoices and put Customer X name, it has a box on the right showing the billable expenses.
When I click on the billable expense, it puts it on the invoice but at my cost no the list price.
There is not a "SET MARKUP" each item is different.
Is there a way to correct this?
If I input the item independently (Meaning not from the right side, billable cost.) It will put the list price on the invoice.
"When I enter the Vendor Bill, I record the Non-Inventory Part. I then check billable to Customer X."
If you're billing your customers with markup, you should enable that setting from the company settings. That way you will see the billable box as well as markup box when entering vendor expenses.
Note: This feature is available only in the Plus plan and Advanced plan.
Hope this helps!
Please allow me to join the thread and help share information about Billable Expense. When you check the billable option, that means you want to charge it to your client. We'll have to make sure that you've ticked the billable check box for every item to show the markup %. You can read this article to know more about billable expenses.
If the same thing happens, we can perform some troubleshooting steps. There are times that the browser is full of frequently accessed page resources, causing some unusual responses. We can start by accessing your account in a private browser. This mode doesn't save your searches, visited pages, log in details, and cookies.
Here's are the shortcut keys:
Once signed in, let's try log on to QBO and run an expense again to double-check it.
If everything looks fine, go back to your regular browser and perform a clear cache. Every so often the cache becomes overwhelmed with older data, which can potentially cause viewing and performance issues. Clearing it will refresh the system, and you'll be able to work with clean trash. However, if the issue persists, try using other supported browsers.
Please let me know how it goes by clicking the Reply button. I'll get back to you as soon as possible. Have a great day!
I have seen that option and I understand.
However, as stated above, each item is different, there is not a "SET Markup %".
If there no set markup % and they vary from customer to customer, that's fine. You just select Markup and leave the % field blank. When you enter an expense, you select markup field and choose % by line item.
Thanks everyone for the input.
Here is my confusion, by looking at this invoice.
Customer X has purchased a part. When inputting the expense, I tagged this customer as billable.
When I create the invoice, customer X's billable charges comes up on the right side.
When I select add, the first line is the result of adding the billable charge.
If I just add the product to Customer X invoice, as evidenced by the second line it charges customer X the correct amount.
I guess I should not click billable to customer X and invoice independently.
Thanks for the response back, @Automechanic.
I've looked further into our records and did find a ticket that's been submitted to our Engineering Team about Billable Expenses not showing the correct amount to linked Invoices in QuickBooks Online. To get added to the list of affected users, you can contact our Online Support. You'll be notified of updates and when the issue gets resolved. Here's how to get in touch:
You'll hear from an agent in no time! The agent may want to do some further troubleshooting to isolate the issue and see the behavior. With your permission, you can get on a screen share with the agent so they can see how everything is set up in your account and get you on a path to resolution.
Let me know how the conversation goes. Until then, have a safe weekend!