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Amy P1
February 2, 2023
Question

allocating expenses based on memorized percentages

  • February 2, 2023
  • 1 reply
  • 0 views

Is there a way to set up automated percentages to be applied to bills?  Our organization allocates a number of operating expenses to different classes/departments based on the same percentages. I know I can set up a recurring bill for each vendor but that would still require manually entering the allocation each time I set up a recurring or non-recurring bill.  

1 reply

DHeraV
DHeraV
February 6, 2023

Welcome to the Community, @Amy P1.

I know how convenient it is to have the option to automate percentages to be applied to bills. However, it is still unavailable in QuickBooks Online (QBO).

The only way to allocate percentages in bills is by adding them manually. 

We recognize each company has unique needs, and I can see how beneficial it is to your business to have automated percentages to be applied to bills. With this, I recommend sending feedback to our software engineers. Here's how:

1. On your QBO account, go to the Gear icon, then select Feedback.
2. Type in your suggestion 
3. Once done, click Next.

I'll also share this article that can serve as your reference if you want to learn about how to remove a billable expense charge in QBO: Remove a billable expense charge in QuickBooks Online.

Don't hesitate to leave a reply if you require further assistance with managing your expenses in QBO. The Community team always has your back. Have a good one.

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