Create Invoices and Rebill Expenses with Billable Support for QuickBooks
Often times even when your expense report is done, the expensing process isn’t over. If you do consulting or deal with clients directly on behalf of your firm chances are that a lot of costs are incurred on the clients behalf and must be billed back to them. If you’re using QuickBooks there’s now an easier way to tell which expenses should be rebilled to the client.
When you’re working on an expense report, open up any expense item in detail and check out the new “Billable” box! Put a check there and mark any expense as one that needs to be billed back to a client. When the expense report is brought over in to QuickBooks the billable flag will already be set for the expenses that need to be invoiced. From there, create an invoice in QuickBooks the same way you normally do and send it off to get paid.
I like it David, Keep up the good work.
Wesley
July 22, 2011 at 9:25 pm
good!
Kyle
July 26, 2011 at 9:44 am
I’m an Aviation Manager and have used many different kinds of expense reports/tracking systems for the past 37 years. This one is by far the best…..and whenever I have a question and email it to ‘them’ it is usually answered within 24 hours and very properly…..David, Like Wesley said…..Keep up the good work.
Jimmy Farris
July 27, 2011 at 4:30 am
well done
gdmj
July 27, 2011 at 6:45 am
i need a way to show the expense was paid please
PairODice
July 28, 2011 at 8:59 pm
I need to be able to enter my starting and ending mileage everyday, will your application do that for me?
thanks
glewis
Greg Lewis
July 29, 2011 at 12:54 pm
Does this use Quickbooks Items? You don’t mention Quickbooks Item support explicitly, but that is the only way I know of to create an invoice for a client that lists itemized billable expenses. Or is there another way?
Sue
July 30, 2011 at 12:44 am
Wonderful app. I really like this one.It makes many tasks so easier very productive at personal level.
-Sri
Sri
July 30, 2011 at 7:42 am
Yes, good work. I use Yendo for the Accounting part and suggested recently that they need integration with expensify. What would we be interesting is if, in the future, expensify delved into inventory tracking. Would be great to be able to use a smart phone/tablet with an expensify type program and bar code scanner to track what stock comes into the store. Especially now you are starting to integrate with accounting/POS software.
Peter
July 31, 2011 at 1:02 am
Great feature. Thanks David.
Arnaud
July 31, 2011 at 6:28 am
I often work as a tour manager for a large group abroad and have to pay substantial cash amounts for various expenses and perdiems on the go when access to a laptop or a notepad is not always handy. Expensify has help me trumendously in entering these instantly and keeping track of every dollar disbursed, then reporting all to the production company in a categorized way. thank you david for this excellent and cleverly done application. a link to quickbooks is the cherry on top. five stars by far.
fonzware
July 31, 2011 at 8:33 am
Not yet Greg, but we’re working on that!
David Barrett
July 31, 2011 at 7:59 pm
Hi Sue, yes, I believe we support items. The complete list of options is listed when you export the report (the precise set depends on what version of QB you’re using, and how you’re connecting to it). Can you give it a look? Thanks!
David Barrett
July 31, 2011 at 8:01 pm
Hi PairODice, you can do this by clicking “Mark as Reimbursed” on the report. Thanks!
David Barrett
July 31, 2011 at 8:36 pm
How can I get this and try it for myself?
Clarence D. Knox, BMET
August 8, 2011 at 11:46 am
Hi Clarence,
You can sign up for an account directly at https:/www.expensify.com Let me know if there’s anything specific I can help with. Thanks!
Zhenya Grinshteyn
August 9, 2011 at 6:26 pm
In case you’re wondering how to Rebill Expenses with QuickBooksOnline: http://www.benkard.com/blog/sending-client-billable-expenses-expensify-quickbooksonline
Andrew Benkard (@andrewbenkard)
February 14, 2012 at 2:22 pm
Is there a way to make the billable flag visible on the face of the report (so it shows up in emails/prints)? We don’t integrate with the bookkeeping software at this time, but the bookkeeper still needs that piece of information.
Same goes for the reimbursable flag for corporate credit cards that might occasionally be used for a personal charge.
Thanks. Just found your product recently, but so far I’m impressed.
Bryce
March 1, 2012 at 3:53 pm
Hi Bryce, that’s a great idea. We initially only supported it at the request of accountants for inclusion in export, but yes, it makes a ton of sense to be shown on the report. Reimbursable expenses *are* flagged on the report, I believe. Thanks for asking, and I’ll be sure to include your request in our planning!
David Barrett
March 5, 2012 at 4:50 pm
I am having an issue where the billable expenses are not accurately importing to quickbooks desktop. Expenses not marked as billable are considered billable and wont let me sync becuase it says my billable expenses need to be assigned to a job.
Julian
April 26, 2012 at 2:15 pm
@julian – So sorry for the slow response! Can you please write help@expensify.com so we can take care of this? Again, sorry for the delay!
David Barrett
June 3, 2012 at 10:22 am
Any updates on when Expensify will be adding Quickbooks “items” as an exportable feature?
Sam Sternlight
September 25, 2012 at 5:04 pm
In order to add new features to our QuickBooks integration we’ll need to rewrite it from scratch. This is definitely something we’re planning on, but I can’t give you a concrete timeframe at the moment. Feel free to email help@expensify.com if you have any further requests for this integration!
garrettmknight
September 27, 2012 at 7:24 pm
Is is possible to create an custom invoice (with company logo, address, etc) that includes billable expenses & services provided – within Expensify to a custom invoice? I am a self employed (sole trader) & this would be invaluable. Many thanks for any advice.
Conall Mahon (@conallmahon)
February 26, 2013 at 9:31 am
Hey Conall,
We’re actually looking into an Invoicing feature set currently. Keep your eyes peeled for announcements!
garrettmknight
March 5, 2013 at 9:20 pm