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BDCUSA
Level 1

Defaulting to Expense rather than Items

When I enter a bill such as the electric bill in QuickBooks Premier, the Bill Entry screen defaults to the "Items" tab rather than the "Expense" tab, so if I don't notice/remember that before entering the amount, it doesn't automatically populate it in the Amount field of the Expense tab and therefore I have to enter it manually once more.  This is annoying because I have such companies set up as Expenses with the appropriate accounts (e.g. Electric, Cellular, etc.) and still QuickBooks doesn't pay attention.  This leads to the potential for data entry errors, something that could be eliminated if it would default correctly.  How can this be accomplished?

 

Also, since we are addressing the Enter Bills window, is there a way to get rid of useless columns such as "Billable"?  I know that it can be done with QuickBooks Online as I have read that a few times here and there but that is of no help to me with the Desktop software.  Can it be done in the regular, traditional, offline software?

3 Comments 3
JasroV
QuickBooks Team

Defaulting to Expense rather than Items

Thanks for sharing details of your concern with us, @BDCUSA.

 

Let me take care of this query for you so you can get back to running your business seamlessly.

 

To make the Expenses tab as your default tab when opening a bill, you'll want to ensure you've selected it when closing the window. The next time you enter a bill, it'll default to the Expense tab.

 

With regards to removing the billable column on the bills page, we can turn it off from the Preference settings. Let me show you how in your QuickBooks Desktop (QBDT):

 

  1. Go to the Edit menu, then click Preferences.
  2. Scroll down to the Time & Expenses on the left pane.
  3. Click the Company Preferences tab.
  4. On the Time Tracking section, uncheck the Mark all time entries as billable and Mark all expenses as billable.
  5. Click OK then restart your QuickBooks for the updates to take effect. 2.PNG

 

If the issue remains, I suggest running the Verify Rebuild tool. This tool inspects your QBDT for errors and self resolves them right away. 

 

In addition to this, you might want to check this article that can guide you in recording your bills payments efficiently: Pay bills in QuickBooks Desktop.

 

Do you have other follow-up questions about recording bills? Beep me up in your reply and I'll get back to you as soon as possible. I can also aid you if you have other QuickBooks concerns. Have a good one and keep safe!

BDCUSA
Level 1

Defaulting to Expense rather than Items

@JasroV Thank you for the help you have given so far.  It is greatly appreciated.  However, after changing the options as you suggested and then restarting QuickBooks, I find that the Billable column remains.  It no longer allows me to check or uncheck it but the column is still there.

 

Also, I would like to get rid of the Class column since I do not use classes.

 

Screenshot

JonpriL
Moderator

Defaulting to Expense rather than Items

Hello @BDCUSA,

 

As of the moment, there isn't an option to remove the Billable column when creating your expenses. Even if you've turned it off as suggested by my colleague, the said column will show up and it can't be deleted right after the billable feature is turned on.

 

Meanwhile, you can remove the Class column by turning off the feature directly from your preferences. You can do so by following the steps below:

 

  1. Go to Edit.
  2. Select Preferences.
  3. Choose Accounting.
  4. Under Company Preferences, remove the checkmark on the Class selection.
  5. Click OK.

 

On top of that, I've also included this reference helpful with the resources needed while working with your vendors and money-out transactions: Enter expenses, pay bills, write checks, and manage suppliers.

 

You can always leave a comment below if you have follow-up questions with this or start a new thread if you have any other concerns. I'll be here to lend a hand. Stay safe!

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