How to Mark Billable Expenses When Working With Quickbooks Online

You can mark an item as a billable expense in Dext Prepare before you publish it to QuickBooks Online.

Please note: This feature is only compatible with integrations with QuickBooks Online Plus

To set up the billable expense functionality:

1. Go to the ‘Account and Settings’>’Expenses‘ menu of your QuickBooks Online account.
2. Tick both ‘Track expenses and items by customer’ and ‘Make expenses and items billable

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3. Go to the Account and Settings’>’Manage Users‘ menu of your QuickBooks Online account.
4. Change the ‘Billable‘ field to ‘Yes‘ for all required users.

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5. Now whenever a ‘Customer’ is selected in Dext Prepare, you’ll be able to ‘Mark as rebillable from the ‘Receipt Detail‘ page.

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6. You can also mark an item as billable from the Android version of the Dext Mobile App.
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7. Now whenever you publish a billable expense to QuickBooks Online, it will automatically be marked as billable.

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