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time and costs

Forum|Forum|6 years ago
February 18, 2020
1 reply
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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.

QuickBooks Desktop

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:

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

M

MirriamM

Answer

QuickBooks Team

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:

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

L

lborja

Hi,

Is there a report that I can run to show the information on that window in "Choose Billable Time and Costs"? Basically a report I can run after entering hours for employees to see the date, service item, hours, rate, amount but before it's actually invoiced to the customers. Thank you.

Jen_D

Level 8

Thanks for reaching out to the community for this reporting concern, @lborja.

I can guide you through the steps to get the data you need for your unbilled time.

For this, you will need to pull up multiple reports. Use the Unbilled Cost by Job and Time by Job Detail reports. The first reporting gives you the job-related expenses that haven't been charged to customers. The latter will will show how much tme did the company spent for each job.

To get these reports, follow these steps in your QuickBooks Desktop company file:

Go to the Reports menu and choose Jobs, Time & Mileage.
Select the reports I mentioned.
To add the data you want to see, click the Customize Report button.
Under Columns, mark the items you want to display.
Apply all other filters you want to view. Once done, click OK.

Here are some report references for QuickBooks Desktop:

Post here again if you have other reporting question or concerns. I'll be right here to help you out. Have a good one!

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