I am attempting to setup my monthly billing workflow, which will include a lot of billable expenses generated by uploading receipts. So far, I have my email forwarding setup correctly, my receipts flow into Quickbooks, I categorize them into different customers, and make them billable. However, when I go to generate an invoice for the customer, the 10% markup I set as default does not apply. The only way I am able to get it to apply the 10% default markup is to go into the expenses workspace and manually uncheck then recheck the "billable" option on each expense, which is a ton of extra work when you have to do it over a hundred times a month. If I generate an expense from scratch, without the uploaded receipt as a start but with everything else the same, the markup applies properly. Hoping someone has some insight.
Thank you for using the Snap Receipts feature in QuickBooks Online. It will indeed make your work faster especially you're working on a lot of transactions per month.
What you're experiencing is a data issue, and it would be best if one of our agents can take a look at your setup. They can use a screen-sharing tool to gather more information to investigate this further. You can contact them on weekdays from 6 AM to 6 PM PST. Contact Support team.
If you have other questions in mind, please don't hesitate to go back to this thread. Have a good one.
I also have the same problem with the markup not being added to the receipts that are uploaded to QBO. As 90% of our receipts are on-billed, it makes the uploading of receipts non-viable for our business which is a shame. I have gone back to manually entering each bill / receipt.