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dixcon
Level 2

Billable Time & Costs

When billing a customer, I often select certain costs to charge the customer by using the "Add Time/Costs" function. Once selected, it seems that I cannot "unselect" the item after I have pushed "ok." This is before saving the invoice. Is there a way to remove the selection without removing as a billable cost so that it can be billed on a future invoice?

1 Comment 1
JamesAndrewM
QuickBooks Team

Billable Time & Costs

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:

 

  1. Open the invoice where you've added the time or cost.
  2. Locate the Item
  3. Find the time or cost entry you want to remove from the invoice and make the Item Non-Billable
  4. Double-click on the item to open its details.
  5. Uncheck the Billable checkbox.
  6. Click OK to save the changes.
  7. 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.
  8. 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!

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