If you bill your customers back for expenses, you can now mark a Card Transaction or a Bill Pay invoice as billable when you export it to QuickBooks Online (QBO). This tells QBO to attach that expense to a specific customer, so it's ready to include on their invoice.
This feature is available for QBO customers only.
Guide Overview
What does marking a transaction or bill as billable mean?
How to mark a card transaction as billable
How to mark a Bill Pay invoice as billable
Can I mark an imported bill as billable in Float?
What does marking a transaction or bill as billable mean?
Marking a transaction or bill as billable flags it as an expense you can pass on to a customer. When you export a billable transaction or bill to QBO, it's linked to the QBO Customer or Project you choose, so you can bill that expense back to them directly from QBO.
Use this when a Card Transaction or Bill was made on behalf of a specific customer or project, and you want to recover that cost through an invoice.
How to mark a card transaction as billable
To mark a card transaction as billable before exporting it to QBO, follow the steps below:
Go to Transaction Export > Needs Review
Select the transaction you'd like to mark as billable
Select the "Mark as Billable" checkbox
Select the "Ready to Export" button to move the transaction to the Ready for Export stage
From the Ready for Export tab, select the "Export" button beside the transaction
The exported transaction will then be marked as billable in QBO
For more details on exporting transactions, see: Transaction Export Overview
How to mark a Bill Pay invoice as billable
To mark a Bill Pay invoice as billable before exporting it to QBO, follow the steps below:
Go to Bill Pay > Drafts or Unpaid
Select the invoice you'd like to mark as billable
In the Bill Amount section, select the "Mark as Billable" checkbox at the bottom of the line item
Important Considerations:
If you mark an invoice as billable from the Drafts tab, after the bill has been approved and moved to the Unpaid tab, the unpaid bill that will be created in QBO will be marked as billable
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If you do so from the Unpaid tab, after the bill has synced and created an unpaid bill in QBO, the unpaid bill in QBO will not be marked as billable
It will only be marked as billable once the completed payment has been synced to QBO
Can I mark an imported bill as billable in Float?
No. It's not possible to mark an imported bill as billable in Float. Bills imported from QBO can't be edited in Float, so you would have to mark the bill as billable directly in QBO.
For more details on imported bills, see: Importing Unpaid Bills from your Connected Accounting Software