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E
entrack
February 18, 2020
Solved

time and costs

  • February 18, 2020
  • 1 reply
  • 19 views

I am running QB 2019 Pro.

Whenever I invoice a specific customer, the 'Choose Billable Time and Costs' screen shows up with no enties and  expenses = $0, mileage = $0, items = $0.  It does show Expenses(1) = 0.

How can I eliminate always seeing this screen when invoicing this customer?

This started happening a couple years ago, when I was reimbursed for an expense for this customer.

This does not show when I create the invoice, which is good but would like to get rid of this annoying screen having to click OK whenever I invoice this customer.

Thanks for any help.

 

Best answer by MirriamM

It's nice to see you here in the Community forum, @entrack.

 

The Choose Billable Time and Costs window will show up when creating an invoice when there are unbilled expenses or charges. In your case, since it shows Expenses (1) $0.00, it means that there is an open bill amounted to 0, which is billable to the customer. 

 

To check the unbilled expense, here's what you'll need to do:

  1. Go to the Edit menu at the top and select Find. 
  2. Click the Advanced tab.
  3. In the Filter section, pick Billing Status then Unbilled.
  4. Hit Find. 

From there, locate the customer and open the transaction amounting to 0. 

 

Once the bill is open, uncheck the billable column. Doing so will remove the Bill from the Choose Billable Time and Costs window. 

 

For additional reference, I'm adding some articles that you may find helpful:

If you have additional questions when creating a transaction in QuickBooks Desktop, let me know by commenting below. I'm here to answer it for you. 

1 reply

M
MirriamMQuickBooks TeamAnswer
QuickBooks Team
February 18, 2020

It's nice to see you here in the Community forum, @entrack.

 

The Choose Billable Time and Costs window will show up when creating an invoice when there are unbilled expenses or charges. In your case, since it shows Expenses (1) $0.00, it means that there is an open bill amounted to 0, which is billable to the customer. 

 

To check the unbilled expense, here's what you'll need to do:

  1. Go to the Edit menu at the top and select Find. 
  2. Click the Advanced tab.
  3. In the Filter section, pick Billing Status then Unbilled.
  4. Hit Find. 

From there, locate the customer and open the transaction amounting to 0. 

 

Once the bill is open, uncheck the billable column. Doing so will remove the Bill from the Choose Billable Time and Costs window. 

 

For additional reference, I'm adding some articles that you may find helpful:

If you have additional questions when creating a transaction in QuickBooks Desktop, let me know by commenting below. I'm here to answer it for you. 

J
jtnj
February 16, 2022

Is there a way to set this as the default? Meaning every invoice I create (or open) will automatically ask me to open that window?

P
pmtes
December 5, 2022

I appreciate you for joining the thread, @jtnj. Let me share with you some additional information about tracking time and costs in QuickBooks Desktop (QBDT).

 

Actually, yes. Once you have expenses that are billable to your customers, the Choose Billable Time and Costs window will automatically open while recording your customer's invoices. If you don't want to see the window pop-up, you can uncheck the Billable column for your expenses as suggested by my colleague above.

 

Additionally, you can fully disable the feature if you don't need to track billable expenses through the Preferences page. Here's how:

 

  1. Open your QBDT file.
  2. Go to the Edit menu, then click on Preferences.
  3. Select Time and Expenses at the left pane.
  4. Click on the Company Preferences tab, then remove the check-mark beside Mark all expenses as billable.
  5. You review the other setup under the Invoicing Options such as Create invoices from a list of time and expenses, and Track reimbursed expenses as income.
  6. Once done, hit OK to save the changes.

 

I've also added this screenshot for your visual reference.

 

For more hints while handling your income and expense transactions in QBDT, you may review the resources from these articles:

 

 

If you have any other follow-up questions about your time and costs entries, let me know by adding a comment below. I'm more than happy to help you again. Keep safe!


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