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You can run a report to find all customers with billable charges, @ccmccartney.
To do this, pull up a Transaction List by Customer report and open each transaction to uncheck the billable box since there isn't a feature to remove all billable charges by a certain date at once through the user interface at the moment.
Here’s how:
1. Go to the Reports menu.
2. In the search bar, type Transaction List by Customer.
3. Click the Customize button.
4. Select the date range.
5. Check the box for Transaction Type and choose Billable Expense Charge from the drop-down.
6. Run the report.
7. Hover over the transaction and click it. This will take you directly to the page where you created it.
8. Uncheck the billable box.
9. Repeat steps 7 and 8 until you are done.
You can save the set of filters so you can run the same report in the future.
Feel free to check out this resource: Get started and adjust settings after you sign up. It provides tips and best practices. It offers helpful tips and best practices to help you understand the features as a new user and make the most out of QBO.
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