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Pbos
Level 1

Removing billable time charges

We are using QB to track billable time, but we then summarize it as one line item on the invoice. This leaves a bunch of time charges showing as "open" each month that clutter up the transactions list. How do I get rid of these once I've billed our clients?

5 Comments 5
MsNorthPND18
QuickBooks Team

Removing billable time charges

Hello, Pbos.

 

Thank you for posting here in the QuickBooks Community.

 

I'll guide you through the entire process of removing billable time charges to ensure that we can successfully resolve your concerns.

 

In QBO, we'll have to open each transaction individually to uncheck the billable option. Currently, the functionality to perform this specific action in bulk is unavailable. I'll take note of your input to help improve your experience in the program. Here's how to remove a time or billable expense charge:

Here's how to remove a billable expense charge:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Sales menu, then choose All Sales.
  3. Select the Unbilled Income from the Type drop-down.
  4. Select a client from the Customer drop-down.
  5. Open each time charge and untick the checkbox in the Billable column.
  6. Select Save and Close.

 

In addition, to learned how to record billable expenses in QuickBooks Online Plus and Advanced: Enter billable expenses in QuickBooks Online.

 

If you have any follow-up questions on billable time charges, just comment below. I'm always here to help.

Pbos
Level 1

Removing billable time charges

Thank you, MsNorthPND18. This works. However, I have 1,755 entries to correct. Is there any way to conduct a batch correction?

MsNorthPND18
QuickBooks Team

Removing billable time charges

Thank you for putting in the effort to fix your QuickBooks Online (QBO) account, Pbos. I'm here to help you through the entire process.

 

The ability to modify your billable time charges in batches within QBO is not available. Instead, you can open and uncheck the billable option or delete the specific entry manually, one at a time.

 

I know that this process can be time-consuming. I'll take note of your ideas and concerns to help improve your experience. In the meantime, you can visit our app store or head to the Apps menu within your account to search for third-party applications that can help you manage your transactions in bulk.

 

You are welcome to explore these articles as a guide for categorizing and matching your online bank transactions in the future: Categorize and match online bank transactions in QuickBooks Online. Stay in touch with me if you have more queries about billable time charges by commenting below. I'm always right here to guide you.

MK_APWC
Level 2

Removing billable time charges

@MsNorthPND18 - I too have hundreds of old Time Charges that should not have been marked as "billable" when my company was in QBDT. Now that we've moved to QBO, I'm wondering if there have been any developments on creating a solution for removing or "unchecking" these in bulk? It is causing many Customer records in our QBO file to show open balances, which is creating inaccurate bookkeeping records.

ChristineJoieR
QuickBooks Team

Removing billable time charges

We know it is handy to uncheck your multiple old-time charges recorded in QuickBooks Online, MK_APWC. I am here to outline how to submit feedback to our product developer in QuickBooks Online.

 

We are aware that you have been looking forward to the launch of this feature for QuickBooks Online. Currently, we're unable to provide about availability feature availability.

 

While QuickBooks Online continuously strives to enhance its features to provide an optimal experience. We encourage you to share your suggestion with our product development team.

 

Follow the steps below:

 

  1. Go to the Gear icon.
  2. Under the Profile column, press the Feedback button.
  3. Write your product suggestion, then click Next.

 

Furthermore, our Product Developers will receive your comments through our QuickBooks Online Feature Requests website.

 

Since the feature you're looking for isn't offered in QBO, you might want to look into third-party applications that can better meet your daily requirements. You can find one on our QuickBooks App Store.

 

Please share your thoughts on billable transactions in QuickBooks Online. I look forward to providing further updates on this topic. Keep safe.

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