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Brita2
Level 2

Job Costing

We added billable items to an invoice then discovered it was incorrect and deleted invoice.  Now the items are not showing on the billable items list.  How do i fix this issue?  Where are the items and expenses coming from or entered that are on the billable list?

2 Comments 2
CarlSJ
QuickBooks Team

Job Costing

I can help you restore the billable items and expenses entered on the deleted invoice in QuickBooks Desktop (QBDT), @Brita2.

 

When you delete an invoice with billable items or expenses, a prompt message will appear "There are reimbursable expenses on this invoice/sales receipt. Deleting it will not change the billed state of those expenses." Once you click OK, the billable items or expenses will not be displayed again on the lists once attached to the deleted invoice.

 

I've attached screenshots for your reference:

 

image.png

 

Let's pull up a bill-related report to restore the billable items or expenses.

 

Here's how:

 

  1. Go to the Reports tab and select Report Center.
  2. Enter Unpaid Bill Detail on the search tab.
  3. Select the report by clicking it double.
  4. Double-click again to the amount of the deleted billable item or expense.
  5. Put a checkmark on the Billable column of that specific item.
  6. Click Yes to make it billable again.
  7. Select Save & Close and click Yes to confirm.

 

image.png

 

image.png

 

We can now create another invoice with the restored billable item or expenses:

 

  1. Go to the Customers tab and select Customer Center.
  2. Click Create Invoices.
  3. Select the specific customer.
  4. Then, you will get a message stating "The customer or job you've selected has outstanding billable time and/or costs."
  5. Choose the option "Select the outstanding billable time and costs to add to this invoice." then click OK.

 

image.png

 

The billable expenses or items are now on the lists.

 

image.png

 

Furthermore, you can utilize this article if you want to make some changes to your specific reports in the future: Customize reports in QBDT.

 

Please let us know if you need additional assistance with billable items on an invoice or any QuickBooks-related queries. Have a productive day.

Brita2
Level 2

Job Costing

Thank you we will try this out.

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