How do I indicate an expense is billable?

If you re-bill some of your expenses back to your clients, you have the option to enable a billable field in your expenses. 

Navigate to the  Optional Features tab in your 'Account & Settings' tab. 

. Under the Billable section, select the option to 'Enable billable field.'

Make sure to click "save" at the bottom of this page. Once this feature is enabled, a Billable toggle will appear on the expense submission form: 

Syncing billable expenses into QuickBooks

You can sync your customer list in QuickBooks with a 'Customer' field in Abacus. Learn how to create a custom Expense Field and map it to your customer list here.  Once this is set up, expenses will arrive in QuickBooks mapped to a customer.  (Please note that this is currently only available for QuickBooks Online and Desktop; If you are interested in making this available for Xero and Netsuite, please let us know!). 

To sync billable expenses to your QuickBooks, you must create an Expense Field and map it to your customer list. Please review instructions on creating an Expense Field here

Important notes about syncing billable expenses into QuickBooks:

  1. To sync expenses as "billable," you must create an Expense Field and map it to your Customer list from QuickBooks. QuickBooks requires 'Billable' expenses to also have a Customer, so this field must be created in Abacus and mapped to QuickBooks in order for this sync to work!
  2. Billable options are set on the GL level in Quickbooks. If a Customer is set on an expense, and the GL can be billable, we need to send over “Billable” or “NotBillable”
  3. If a GL can’t be billable and we send over “Billable” or “NotBillable” it will error.
  4. We currently send it over any time a customer is set because we don’t know if the GL can or can’t be billable.
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us