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Join nowLOL - I'm using a really old desktop version of QB - QB2000
Hi All - Is there a workaround for this? I find that even when I have already purchased materials and charged them to a customer and job, and the customer has paid, it still shows up on the job report as unbilled. This is from Reports -> Customer & Receivables -> Unbilled Costs by Job. But where or how can I set it up so paid invoices show these materials as paid? It would save so much time and accuracy rather than having to import into an Excel or Calc spreadsheet for further manipulation. My customer needs the materials separated by job for her tax purposes. I do it...cave man style! Thanks for your consideration and help!
Solved! Go to Solution.
Hi there, Sonya808.
When purchasing materials, ensure that the transaction created was charged for the correct name of the Customer: Job. This is one of the factors why it's still showing unbilled in the report.
To review this, find the transaction using Audit Trail and follow the instruction below:
You mentioned that the customer has already paid for everything he had purchased. With that said, the Unbilled expenses should have been added to the invoice. Also, I'd recommend paying the said invoice. You can use this link for reference: Record an invoice payment.
The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!
Hi there, Sonya808.
When purchasing materials, ensure that the transaction created was charged for the correct name of the Customer: Job. This is one of the factors why it's still showing unbilled in the report.
To review this, find the transaction using Audit Trail and follow the instruction below:
You mentioned that the customer has already paid for everything he had purchased. With that said, the Unbilled expenses should have been added to the invoice. Also, I'd recommend paying the said invoice. You can use this link for reference: Record an invoice payment.
The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!
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