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K
kkroenlein
January 16, 2019
Question

Is there a way to mark unbilled time/expense as billed? We use the time tracking function to apply hours to a project. Our invoice has one line summarizing everything.

  • January 16, 2019
  • 2 replies
  • 31 views
No text available

2 replies

J
JonpriL
Level 9
January 16, 2019
Hi there, kkroenlein!

It'll be my pleasure helping you mark your unbilled time charge.

Your first option is to go back to the invoice you've created for the billable time and delete it. Then, we'll recreate it out from the billable time. This way, we can keep from getting duplicated transactions while also ensuring the billable time gets tagged as billed.

Let me show you how:
  1. Go to the Plus icon.
  2. Under Customers, select Invoice.
  3. Fill in the name of the billable customer on the name field.
  4. Add the billable time charge that is showing on the right portion of the page.
  5. Click Save and close.
I've attached a screenshot below for your visual reference.

The other option is to go back to the billable time charge and make sure to uncheck the billable option. Please note that after you unchecking the billable option, you cannot mark it as billable. Instead, it will be kept in the system for recording purposes only.

Also, here's an article you can read to learn more about billable expense: How to Enter Billable Time by Job.

You can always get back to us here in the Community if you have any other concerns. Have a wonderful day.
    S
    SummersElectricLLC
    February 21, 2019

    @JonpriL 

     

    I have expenses that I have marked as billable to the customer, I have created estimates and indicated a 10% markup for those billable expenses. I then used the estimates to create the cutomer's invoices and the invoices are showing the correct (marked up) amount. The problem is, that those expenses are still showing as unbilled time and expenses. I tried then to go back and use the feature to add time and expenses to the invoices, but it will not allow me to show a markup there, so it only charges the customer the amount of the actual expense without the markup. How can I invoice the customer for the correct amount including the markup, and have the expense no longer show up as unbilled? Any help you can give will be much appreciated. Thanks!

    HoneyLynn_G
    HoneyLynn_G
    Level 6
    February 21, 2019

    Thanks for joining this thread, @SummersElectricLLC.

     

    I can help and share some insights about the unbilled activity in QuickBooks Online.

     

    When creating a billable expense, automatically it'll be under the Unbilled activity. It has all the items and markup you've entered. The only way to close it to be tagged under your customer is creating/linking it to an invoice.

     

    As an initial step, you have to delete the estimate you've created to avoid duplicates. After that, go to the Unbilled Activity tab and click the Create invoice link.

     

    On the Invoice screen, you can see all the items with the markup amount. If necessary, you can still edit the invoice, and then click Save to save the changes.

     

     

    That should correct your recordings, SummersElectricLLC. For more information about billable transaction, you can refer to this article: How to enter billable time by job.

     

    Keep me posted if there's anything else I can do. I'm still here to help you more. Have a wonderful day ahead!

    J
    jmacias
    September 6, 2021

    Go to YouTube and search "Get Rid of Unwanted Billable Expenses in Batch Trick in Quickbooks Online."  It took me about 2 minutes to "close" 5k billable expense items.  Lifesaver.

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