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Fix error: Customer can't be deleted because there are unbilled charges

by Intuit44 Updated about 3 hours ago

Learn how to delete a customer with unbilled charges in QuickBooks Online.

You’re unable to delete a customer with unbilled charges if:

  • Track expenses and items by customer and Make expenses and items billable preferences are disabled.
  • A charge, credit, or a billable expense attached to the customer you’re trying to delete has no invoice.

Resolve any unbilled charges to delete the customer. Here’s how.

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Note: While you can't delete a customer with unbilled charges, you can merge them. Learn how.

Step 1: Check your Bills and expenses preferences

  1. Go to Settings ⚙ and select Account and Settings.
  2. From the left menu, select Expenses.
  3. Under Bills and expenses, check if the following are turned on:
    • Track expenses and items by customer
    • Make expenses and items billable
  4. If not:
    1. Select Edit ✎.
    2. Turn on Track expenses and items by customer and Make expenses and items billable using the toggle switch.
    3. Select Save.

Step 2: Manage your customer’s charge, credit, or billable expense charge

Resolve any unbilled charges for the customer you want to delete. For an open charge, billable expense, or credit, you can either create an invoice or delete it. You can also mark an expense as non-billable if you want to keep it in your records but don’t need to resolve it.

  1. Go to Sales, then select All sales (Take me there).
  2. Select an open charge, billable expense, or credit.
  3. On the More actions ▼ dropdown, select Convert to invoice.
  4. Check the invoice then select Save.
  1. Go to Sales, then select All sales (Take me there).
  2. Select an open charge, billable expense or credit.
  3. On the More actions ▼ dropdown, select Delete.
  4. Select Yes to confirm deletion.
  1. Go to Sales, then select All sales (Take me there).
  2. Open the Billable Expense Charge.
  3. To open the bill, select Bill under marked as billable on this bill. 
  4. Find the billable amount under Category or Item details.
  5. Uncheck the box in the Billable column and remove the customer's name in the Customer/Project column.
  6. Select Save and Close.
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