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Edepu1
August 15, 2021
Question

Can I automatically add markup to a billable expense when using receipt snap?

  • August 15, 2021
  • 1 reply
  • 4 views
I have my default markup set, and can add markup when manually entering an expense. However, I use receipt snap for most of my billable expenses. When I enter the receipt details I am able to set the expense as billable and select the customer to bill it to, but when I make an invoice for that customer the markup is not on the expense. I have to go back and edit the expense that was created through receipt snap and check the box to add markup. Is there a way to automatically add markup when a billable expense is added to a customer with receipt snap?

1 reply

DivinaMercy_N
DivinaMercy_NModerator
Moderator
August 15, 2021

Hello there, @Edepu1.

 

Ensuring you always have the correct details when generating invoices for your customers is my priority.

 

To help you achieve this, you have manually checked the Billable box on the expense built from the receipt. This way, the markup will be automatically added to the transaction and will carry over the details once you create an invoice. Let me guide you how:

 

  1. Go to the Transactions page and click Receipts.
  2. From the For Review tab, review your uploaded receipt.
  3. Click Review and fill in other necessary information.
  4. Select Save and next.
  5. Then, choose Create expense.
  6. Once done, go to the Expenses menu to edit the transaction.
  7. Look for the expense added and click the View/Edit button. 
  8. From there, check the Billable box so the default markup % will appear.
  9. Choose the customer's name and select Save and close.

 

When everything is set, create an invoice for the billable expense. Simply select the customer being billed and add the existing transaction to the invoice. This will auto-populate the expense details as well as the markup percent.

 

For your reference about the process, please see this article: Upload your receipts and bills to QuickBooks Online.

 

You can also use the email receipt forwarding feature to get your expense receipts and bills into QuickBooks Online easily. For the detailed guide, check out this article: Email receipts and bills to QuickBooks Online.

 

Please know that you're always welcome to post here if you have any other questions about adding a markup on your billable expenses. I'll be around to lend you a hand. Have a good one.

E
Edepu1Author
August 15, 2021

@DivinaMercy_N  Thanks for your reply. That is the process I have been using. Is there a way to request to add the function of adding markup on the during the receipt detail process? It is such a handy and quick process, and expenses are able to be marked billable. Why not be able to check a box for adding a default markup as well? Thanks again for your reply and let me know if there is anything I can do to formally request this much needed upgrade.

    C
    ChristieAnn 11
    Level 9
    August 15, 2021

    Hi there, Edepu1.

     

    I appreciate you for coming back to ask for additional clarification or concerns about adding markup to a transaction. To begin with, yes, there's a way to request to add the function of adding markup during the receipt detail process. That said, I'll ensure to share steps on how to achieve this request.

     

    I recognize the importance of having the option to add the function of adding markup during the receipt detail process. This is why we make great efforts to deliver customer satisfaction at all times. I encourage you to submit a request by going to the Gear icon in QuickBooks Online. Then, choose Feedback. From there, any suggestions are forwarded to the Product Development Team for consideration in future updates.

     

    You can also click this link so you'll be routed to the Customer Feedback for QuickBooks Online page. From there, you can enter and search your request so you're able to see if there are other users who want to add the feature the same as yours. Then, be able to vote for this feature so will be available in the future asap.

     

    Please click this article to view details on how you can eliminate a billable expense charge: How to remove a billable expense charge in QuickBooks Online.

     

    I'll be around to help if you have any other questions about this concern. Just let me know by leaving a comment below. Have a nice day ahead.

     

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