Anonymous
Not applicable

Reports and accounting

Thank you for the reply.  Each company does have it's own subscription to QBO. They are all separate entities. 

In Company A - I have Company B set up as a customer with sub-customers set up for each project. 

When I enter a bill in Company A I mark them as billable, so I can go directly to the sub-customer (project) and select which billable expenses need to be invoiced to Company B. 

 

Then I move over to Company B books and enter the invoice Company A just made. Company B codes the invoice to products & services and the customer that the invoice is for.  This is where I am doubling up on my work. Since I have already done everything in Company A, is there a simple way to upload or sync costs to Company B's books? 

 

Is there an app that works with QBO that will allow me to upload a PDF of bills and allow the bill to be coded to products & services? I looked into Dext. It would work great if I only coded the invoices to Products and Services. I only found the one that only codes to expenses on the chart of account. 

 

I am just looking for a way to cut down the data entry time.