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E
entrack
February 18, 2020
Solved

time and costs

  • February 18, 2020
  • 1 reply
  • 17 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?

C
Carneil_C
Level 6
December 5, 2022

This does not work!


Hi, @pmtes.
 

I'll chime in on this thread to assist you with any QuickBooks Desktop-related concerns you may have. However, I just need more information to help me get on the same page.


Would you mind adding more details to your concern? Like, what steps didn't work for you? This way, I can give you an accurate resolution.
 

I appreciate any details you can provide. I'm looking forward to your reply. Keep safe always.

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