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PhillCo7
Level 1

No Markup Added to Billable Reciepts

Hi All,

 

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.

 

Thanks

3 Comments 3
JessT
QuickBooks Team

No Markup Added to Billable Reciepts

Hi PhillCo7,

 

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.

KirstyP
Level 1

No Markup Added to Billable Reciepts

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.

Is there a way to fix this.

MaryLurleenM
Moderator

No Markup Added to Billable Reciepts

Thank you for reporting this, KirstyP.

 

It would be best to contact our QuickBooks Support regarding this. They will be able to gather the data needed for product engineers to open an investigation.

  1. Go to the Help icon.
  2. Select Talk to a human.
  3. Enter "Talk to a human" again in the search bar.
  4. Choose I still need a human, then click Contact us.
  5. Select Get a callback or Send a message to start a conversation.

Just in case, you can also check out this article for future reference: How to enter and pay bills.

 

 Please don't hesitate to let me know if there's anything else I can help you with.

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