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Level 1

Is there a way to run a report showing billable expenses that have not yet been invoiced to the customer?

 
3 Comments
Level 12

Re: Is there a way to run a report showing billable expenses that have not yet been invoiced to the customer?

There sure is in desktop, I ran one today. It is in reports, customers, Unbilled activity or similar

 If QBO has it that's where you will find it. Then you can filter for customer or by date.

Level 10

Re: Is there a way to run a report showing billable expenses that have not yet been invoiced to the customer?

No report necessary.  Go to Sales>All sales and click the big box that says UNBILLED ACTIVITY

Level 12

Re: Is there a way to run a report showing billable expenses that have not yet been invoiced to the customer?

Unbilled Activity tells you nothing about what the unbilled expense is or who the vendor is, just the customer and total amount.  Instead, in QBO, Reports>Who Owes You (silly name for section when "Customer" is sufficient) and select Uninvoiced Charges to see report labeled Unbilled Charges. This report will give you detail of expense account, vendor, date of each detailed uncharged charge.

 

Now, why does Uninvoiced Charges not produce a report called Uninvoiced Charges or better et, why is it not named Unbilled Charges to select the report to match what it says on the actual report - oh, wait, this is Intuit, that explains duplicity In-two-it, its in the name, lol

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