Hello there, @benji-burrell-llc.
I'm here to share information to help you integrate service items and billables.
Billable expenses can be tracked and recorded in QuickBooks Online so your client can refund them when they receive their invoice. We must activate the Make expenses and items chargeable option on the Account and Settings tab to make items automatically billable. RCV provided the steps above. If you have missed it, don't worry. I will share it with you.
Here's how to enable tracking of billable expenses:
- Go to the Gear icon on the top menu.
- Select Account and settings.
- Go to the Expenses tab.
- From the Bills and expenses section, select Edit ✎.
- Turn on the following:
- Show Items table on expense and purchase forms
- Track expenses and items by the customer.
- Make expenses and items billable.
- Set up the following:
- Markup rate
- Billable expense tracking
- Sales tax charge
- Bill payment terms.
- Press Save.
In addition, the following articles might help you manage and track your billable expenses in QuickBooks Online:
Get back to this thread if you have other questions about service items. I'll be right here to help.
