Quckbooks for Mac - Credit Card Charges - Billable Check Box

Hello, LThibx. 

I’m here to help fix the challenges you’ve encountered upon making them as billable in QuickBooks Desktop. To isolate this case, we can perform troubleshooting steps to fix the issue. Also, I've conducted research here and check with our engineering team and haven't found any similar issues with it.

There are some reasons why this occurs, which may cause damage data, and we can fix this by performing the Verify data and Rebuild utility tools in QuickBooks Desktop for MAC. This way, it'll return to its default order and automatically fixes minor company record data issues.  

If the program is in multi-user mode, you need to change to single-user mode (Go to File -> Switch to Single User Mode). It is very important that you have to create a backup copy of your company file before running Verify and Rebuild Data.    

Verify Data: 

1. Press the File menu. 
2. Choose Utilities from the drop-down option.  
3. Select Verify Data. 
4. Tap Ok to continue. 

Note: If the verify process is successful, you are done. In case it fails due to some problem, QuickBooks will notify you to run Rebuild data. 

Rebuild Data:

1. Click the File tab at the top. 
2. Select Utilities from the drop-down option. 
3. Choose Rebuild Data. 
4. Click Ok on Rebuild has completed.    

You can refer to this article for a complete guide on the process of performing the steps: Verify and rebuild data in QuickBooks Desktop for Mac.  

Also, we need to make sure that your QuickBooks Desktop for MAC has the latest release. There are two ways to download the update. You can either perform the process within the software or download the patch through the website. Please refer to this article for further guidance: Update QuickBooks Desktop to the latest release.

As always, you can reach out to our QuickBooks Support team if you need further assistance with this. They'll be able to pull up your account in a secure environment and help you navigate using one of their tools then run a set of examinations to amend the underlying issue.    

Please don't hesitate to reach back out to me if there's anything else you need. I want to ensure that everything has been taking care of. I'm always here to help. Have a good one! 

Hi@AileneA ,

I followed the procedures outlined in verifying and rebuilding data.

Also, I checked for updates. I am on latest release: QB for Mac 2019 18.0.7.3386 R8.1

I performed some testing, here is my findings:

What I describe below normally comes from memorized transactions, but I tested with creating a new transaction manually and receive the same results.

1. I am creating a bill from a vendor for products I supply to clients
2. I select a memorized transaction (one that was created from a previous transaction that is clean and correct).
3. When the memorized transaction populates the bill window each item will have a Customer Job and the Billable column will be checked for all items (even though this was unchecked when the memorized transaction was originally created).
4. If you make NO changes to the bill transaction and press Save, the transaction is saved and the Bill window clears. If you navigate back to the transaction just created, it will be fine...all items unchecked.
5. If you do steps 3 and 4 again, but make any changes to a line item, and press Save, that line item will have it's Billable column checked the others will be unchecked. If you try to uncheck it (even after it has been saved previously), it will immediately again be rechecked upon pressing the Save button. Similar issue if you add a line at the end, the Billable column will automatically be checked once you assign a Customer Job, and unchecking it will not apply, it simply rechecks itself upon hitting the Save button.

As I stated earlier, I don't believe it is specific to using a memorized transaction, as I receive the same behavior when creating the transaction manually.

I am willing to have a Zoom meeting and share my screen with support to demonstrate this. I would not be in favor of uploading my file anywhere.  I would hope this may be reproducible by support.

Thanks

Lonnie

Hi there, @LThibx

Thanks for following the troubleshooting steps provided above.

Since the error persists, I’d suggest contacting our Technical Support Team. A specialist will be able to further check on the root cause of your concern via a secured remote access session.

Here’s how to contact us:

1. Press F1 to open the Help window.
2. From the search icon, type Contact Support.
3. Click Contact us at the bottom part.
4. Give a brief description of your issue about exporting and click the Search button.
5. You'll be routed with How to connect with a QuickBooks expert and you choose which one is best for you.

• Message an Agent – Allows you to chat directly with a support agent.
• Talk to a Specialist – Arranges a callback from a support agent.

For the support's contact information, you can check it here: Contact the QuickBooks Desktop Customer Support Team.

If you have any other QuickBooks concerns in the future, you can also read our help articles: Help articles for QuickBooks Desktop.

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

Thanks @MaryAnn_E 

I will do that next week when I have some time.

Much apprecaited.

Lonnie