Thanks for dropping by the forum. I'll share information that could help you achieve your goal.
In QuickBooks Desktop, once you've added a time or cost item to an invoice using the "Add Time/Costs" function, you might find it challenging to remove the selection directly without affecting the billable status. However, you can use a workaround to achieve your goal. Here's a step-by-step guide:
- Open the invoice where you've added the time or cost.
- Locate the Item
- Find the time or cost entry you want to remove from the invoice and make the Item Non-Billable
- Double-click on the item to open its details.
- Uncheck the Billable checkbox.
- Click OK to save the changes.
- Adjust the Quantity/Hours. If needed, you can adjust the quantity or hours to zero if the entry doesn't need to be billed on this particular invoice.
- Save the changes to the invoice.
This way, the item remains in your records as non-billable, but it won't be included on the current invoice. You can bill it on a future invoice by rechecking the "Billable" checkbox when needed.
I'm adding these articles you can use in the future:
For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead!