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Level 1

time and costs

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.

 

Solved
Best answer February 18, 2020

Best Answers
Highlighted
Moderator

time and costs

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. 

View solution in original post

2 Comments 2
Highlighted
Moderator

time and costs

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. 

View solution in original post

Highlighted
Level 1

time and costs

Unchecking the billable column did the trick.

Thank you very much Mirriam.

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