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DB6797
Level 2

How can I batch clear unbilled time charges that have appeared after migration.

Can not make customers or vendors inactive with these unbilled charges.  We need Engineering Services or Data Services help with this issue please.  SOS
9 Comments 9
ShyMae
QuickBooks Team

How can I batch clear unbilled time charges that have appeared after migration.

Let me walk you through how to inactivate customers or vendors with unbilled charges, @DB6797.

 

In QuickBooks Online, you can't directly inactive a vendor or customer if they have unbilled charges. It's a built-in feature to ensure accurate accounting and prevent errors.

 

To clear your customer's or vendor's billable time charges, you can convert it to an invoice, make it non-billable, or delete it. 

 

To convert the billable time charges to invoices:

 

  1. Hover to Sales, then select Customers.
  2. Double-click the customer you'll want to inactivate. 
  3. Look for the billable time charge, click Convert to invoice, then Save

 

Sample.png

 

To make it non-billable or delete:

 

  1. Hover to Sales, then select Customers.
  2. Double-click the customer you'll want to inactivate. 
  3. Look for the billable time charge and click Edit.
  4. Uncheck the box in the Billable column, then click Save
  5. If you want to delete it entirely, click Delete

 

Sample.png


Now, we can inactivate your customers and vendors. Please see the attached screenshot for visual reference. 

Sample.png  


Meanwhile, you can contact our QuickBooks support if you still want to connect with our data services team and for further guidance in taking the steps provided above. 


To reach our support team:
 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

Furthermore, you can visit these resources to handle your customers, vendors, and transactions in QuickBooks Online efficiently: 

 

 

I'm always here to assist you further with inactivating your vendor or customers and managing unbilled time charges. You can use the reply button to submit your comment. Your experience is our priority.

DB6797
Level 2

How can I batch clear unbilled time charges that have appeared after migration.

Thank you. I understand the process you have outlined however we have thousands of transactions to clear. Years friom 2005 thru current. Which is why we are asking for an alternative means to accomplish this clearing quickly so we can continue using Quickbooks.

I have reached out for help through your outlined methods,. So far we have not found anyone who can help.

GenmarieM
QuickBooks Team

How can I batch clear unbilled time charges that have appeared after migration.

Thanks for getting back here at the Community, @DB6797.

 

Allow me to share some information about batch deleting unbilled time charges in QuickBooks Online (QBO).

 

Currently, deleting multiple unbilled time charges in QBO is unavailable. You will have to go to each transaction and delete it manually.

 

In case you want this feature to be included in QBO, I suggest sending feedback to our product engineers. This will help our engineers understand how they can enhance existing features and create new ones to better serve our customers.

 

Here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

You may also consider looking for a supported third-party application that can help you with batch deleting unbilled time charges in QBO.

 

Moreover, I'm adding this article as your reference for deleting customer with unbilled charges in QBO: Delete customer with unbilled charges in QuickBooks Online.

 

Return to this post if you have other concerns about deleting your unbilled time charges in QBO. The Community is always here to help.

HDBookkeeper04
Level 1

How can I batch clear unbilled time charges that have appeared after migration.

I have this issue too. I cannot delete the transactions from years past.  Even if I did go in and make an invoice with all these unbilled transactions and then did a discount to clear them. Won't that affect accounts receivable and the balance sheet??

 

Thanks

DB6797
Level 2

How can I batch clear unbilled time charges that have appeared after migration.

I ended up creating an invoice, if there was a $ amount due :

I entered on the last invoice line a credit amount to zero the invoice out.

It did not affect my A/R or P & L.

MirriamM
Moderator

How can I batch clear unbilled time charges that have appeared after migration.

Hello there, HDBookkeeper04.

 

I want to make sure you have the assistance you need to delete your previous transactions with unbilled charges.

 

To delete past transactions with unbilled charges, you are correct in creating an invoice, but there is no need to apply a discount. Once the billable charges are associated with the invoice, they will automatically be removed from the unbilled charges report.

 

All you have to do is void the invoice. By doing this, it will not impact the accounts receivable account and balance sheet report. Please note that voiding the invoice will not unlink the billable charges. You can review the unbilled charges report again to confirm that they have been closed.

 

To void an invoice, here's how:

 

  1. Open the invoice.
  2. Click on Manage in the upper right-hand.
  3. On the Actions drop-down menu, choose Void.
  4. On the message prompt, select Void.

 

To run an unbilled charges report, follow these steps:

 

  1. Choose Reports from the left menu.
  2. In the search field, type in Unbilled charges and click on it to open.
  3. Set the necessary filters.
  4. Click Run report.

 

If you have any additional questions, feel free to let me know by commenting below. I'm here to provide answers for you.

SBerky
Level 1

How can I batch clear unbilled time charges that have appeared after migration.

Has this been resolved yet? I need all "time charge" to have the billable box unchecked. Can Quickbooks run a batch job to clear all at once? we have over 35k that need the checkbox unchecked. 

KayePe
QuickBooks Team

How can I batch clear unbilled time charges that have appeared after migration.

I can see the benefit of unchecking the billable box all at once using QuickBooks Online (QBO), @SBerky. I have some insights about this.


We want you to know that QBO does not have the capability to perform batch actions as per your requirement as of now. We acknowledge the importance of this feature for you, and we will appreciate your valuable feedback. This way, the product developers will review your suggestion and consider it for future product enhancements. To submit your suggestion, you can follow these steps:


1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. After that, click Submit feedback.

 

feedback.png


Moreover, see this article as a guide when managing customers and vendors using QBO:
 

 

Please don't hesitate to reply below if you have any further questions or issues related to handling billable transactions in QBO, please feel free to ask. Stay safe! 

DB6797
Level 2

How can I batch clear unbilled time charges that have appeared after migration.

I never received any useful help from QBO experts.

I ended up clearing all unbilled activity and time charges one by one.

If your company job costs or tracks expenses and profits by projects you will want to use the billable features in the future  once your books are cleaned up.

Sorry I don’t have a better solution, I know it’s frustrating!

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