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J
Jen45
December 5, 2019
Question

PST paid on billable expense

  • December 5, 2019
  • 1 reply
  • 0 views

How do I have QuickBooks include the PST (BC) paid on billable expenses on the invoice? I do not charge my customers PST (not registered) only GST, but I need to include the PST I paid on billable expenses on the invoice to the customer.

1 reply

L
LauraAB
December 5, 2019

It's great to have you join us, Jen45. Allow me to help you with this.

 

The awesome thing about billable expenses is that QuickBooks Desktop knows to calculate these charges for you. As soon as you mark an expense as billable and then add it to an invoice, you'll see the amount of the charge plus provincial rate included in the rate to the customer.

 

Here's an example.

 

Say my expense is $500 + the GST/PST tax for British Columbia. That works out to $560. I've marked it as billable and chosen a customer I'm going to invoice it to.

 

When I add the billable expense to my customer invoice, I see an amount of $535 as the rate to the customer. This is the $500 + the 7% PST. There were no extra steps I had to take in order for this to calculate in.

 

Give it a try and see if that works for you! Having these sorts of intuitive features is one of the many way QuickBooks Desktop keeps things as simple as possible for you. You can learn more about billable expenses right in your QuickBooks Desktop program by following these steps.

 

  1. Click the Help menu in the top toolbar.
  2. Choose QuickBooks Desktop Help.
  3. Select the Help tab on the Have a Question? window.
  4. Click Search.
  5. Type keywords such as "billable expenses" in the search bar and hit enter.

You'll find related articles and helpful tips to help you with your transactions.

 

I'm here if you need anything else. Have a great day!

J
Jen45Author
December 7, 2019

Hi Laura,

 

Thanks for your reply.  This is exactly what I was hoping for, but unfortunately I cannot get the results that you describe.  I have created bills and added expenses with both taxes and made them billable and I have added items with both taxes and made them billable, but when I go to create the invoice for the customer and select the billable expenses or items, it is the subtotal (the price without either tax) that is added to the customer invoice.  The PST I paid is simply not there.

 

Is there a setting that I need to check?

L
LauraAB
December 9, 2019

Hello again Jen45. I want to make sure things are working properly for you. One of the important things to make sure of when you're doing billable expenses is that when you check off billable on the bill/expense that you also choose a customer it applies to. The program shouldn't let you have the billable checkbox without the customer name, but it doesn't hurt to check.

 

The next thing to ensure is that when you're creating the invoice that you're choosing the billable expense from the window that pops up, not simply adding the items to the transaction from the item drop-down.

 

If you've got these things covered and you're still not seeing the program calculate it the way it should be, I recommend reaching out to support. An agent will be able to review your setup and the steps you're taking in a way that I can't quite do in the community platform. Check out the following article for information on how to get in touch, support hours, and other support policy information: Intuit QuickBooks Desktop software support policies

 

I'm here if you need clarification about this. Have a great day!

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