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Level 3

Need to disable billable check marks on bills!

I am using QB Premier. If I create a Sales Order for parts x, y, and z. Those parts then need to be ordered from channel partner vendor so, from the sales order, I select "create purchase order" which will carry through the parts(or items) and quantity from the sales order to produce a purchase order that will go to the vendors. It also carries through the "customer" from the sales order which is paired with each item on the Purchase order. When I receive the parts from the vendor with an invoice and create the bill for that PO, all items from that PO have the "billable" box checked. I do not want this box checked. These are not billable to the customer except by the invoice created from the Sales Order. I have "unchecked" the preference to "mark all expenses as billable" but it appears that, because there is a customer paired with the item on the bill, that preference does not apply and the billable box is automatically checked! I spend a lot of time unchecking those boxes and it is incredibly frustrating! If I create a PO from outside the SO, all is well and the box is not checked. However, that isn't acceptable either because I have to enter all the items from the SO instead of QB populating the PO for me. How do I turn off the billable thing all together or get that box to default to unchecked even if the customer is present? We don't use it at all and want it to stop! Thanks in advance for any help!

Solved
Best answer February 11, 2019

Best Answers
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QuickBooks Team

Need to disable billable check marks on bills!

Greetings, tsd81.

 

I'm here to provide some insight regarding this matter.

 

I've managed to replicate this on my end, and I got the same result. After some research, I discovered we don't currently have an option to disable the billable checkbox.

 

It's my priority that you're able to use QuickBooks seamlessly, so I'll be sending feedback based on this interaction. The updates and changes to QuickBooks are largely the results of feedback provided by users, just like yourself. That said, I'm making it my top priority to submit feedback to our engineers and make them understand the importance of an option to disable this.

 

In the meantime, I would recommend that you manually uncheck them for now when you create the bills. Please don't hesitate to let me know if there's anything else I can help you with. I'll be here to help you out.

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40 Comments
Highlighted
QuickBooks Team

Need to disable billable check marks on bills!

Greetings, tsd81.

 

I'm here to provide some insight regarding this matter.

 

I've managed to replicate this on my end, and I got the same result. After some research, I discovered we don't currently have an option to disable the billable checkbox.

 

It's my priority that you're able to use QuickBooks seamlessly, so I'll be sending feedback based on this interaction. The updates and changes to QuickBooks are largely the results of feedback provided by users, just like yourself. That said, I'm making it my top priority to submit feedback to our engineers and make them understand the importance of an option to disable this.

 

In the meantime, I would recommend that you manually uncheck them for now when you create the bills. Please don't hesitate to let me know if there's anything else I can help you with. I'll be here to help you out.

View solution in original post

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Level 3

Need to disable billable check marks on bills!

Thank-you for looking into this! I was hoping for a solution but at least the feedback will be given and that might lead to a solution in the future. I appreciate the quickness in answering.

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QuickBooks Team

Need to disable billable check marks on bills!

You're welcome, tsd81.

 

Rest assured, I'll personally keep an eye out for any updates about this feature request and notify you right away once the solution is available!

 

Meanwhile, if you have any other ideas or suggestions that you'd like us to look into, you can send them to us by following these steps:

  1. From the Help menu, select Send Feedback Online, then Product Suggestion.
  2. Follow the on-screen instructions.
  3. Click Submit.

As mentioned, our improvements mainly come from awesome QuickBooks users, like you, and we'd love to consider any suggestions that you'll provide us.

 

The Community is full of experts possessing knowledge in all facets of QuickBooks, so please reach out to us here if there's anything you need. We're always happy to help you along your road to victory. Wishing you and your business continued success.

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Level 1

Need to disable billable check marks on bills!

Add me to the list of those that would like to be able to deactivate the "billable" check box! I hope that is resolved soon! I've been unclicking that box for years!

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Moderator

Need to disable billable check marks on bills!

Thanks for joining this conversation, Nicole J.

 

We value customer ideas here in the QuickBooks Community. Your suggestions are important for learning, growth, and development.

 

It also helps us decide which features to build, and what improvements should be made to our platform.

 

I will take note of your experience and forward this to our product developers. They make enhancements in QuickBooks by listening to our customers' suggestions and comments.

 

Please reach out to me if there is anything else I can help you with. I'll always be here to assist you. Have a good day.

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Level 2

Need to disable billable check marks on bills!

I'm like the other two!  Please put in a disable option for this. I've been dealing with trying to uncheck past bills forever now. What a pain. 

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Level 1

Need to disable billable check marks on bills!

Has this issue been resolved and what is the resolution? It is very annoying to have to uncheck every line on a vendor invoice

Highlighted
QuickBooks Team

Need to disable billable check marks on bills!

This has been sent as a feedback, Office Stubbs Roofing.


For now, there are no updates from our engineers yet on when it'll be available. You'll want to manually uncheck the billable box.

 

Also, you can check out updates and new features in QuickBooks through the Help menu. Then select New Features and then click What's New.

 

New Features.png

 

Keep me posted if you need more help. 

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Level 1

Need to disable billable check marks on bills!

QuickBooks needs to fix this ASAP

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Level 1

Need to disable billable check marks on bills!

who in the hell has the balls to marked this "solved"

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Level 2

Need to disable billable check marks on bills!

I agree. NOT SOLVED!

Highlighted
Moderator

Need to disable billable check marks on bills!

Thanks for joining this thread, FR2X-MP.

 

While disabling the billable check marks on bills is not yet an option in QuickBooks Desktop, I encourage you to regularly visit this link to be updated with our most recent product developmentshttps://www.firmofthefuture.com/product-industry-news/product-updates/.

 

Together with my colleagues, I'll pass through this suggestion to our developers as something to consider on our future product features.

 

Please reach out to me if there's anything else I can help you with. I'll always be here to assist you. Have a good day.

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Level 3

Need to disable billable check marks on bills!

This is not a request for an enhancement, it is a report of a bug in the QB software! No suggestion should be required! When I first reported this, I proved that it was a bug and that was confirmed by you folks. I don't understand how it can be now considered an enhancement that you might consider. I have to manually uncheck the billable field on all items for bills if the PO was created from the Sales Order. This is a BUG that should be fixed, not an enhancement request!

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Level 2

Need to disable billable check marks on bills!

Quickbooks really needs to solve this issue. The quickbooks team should read the rest of the comments here. Many are frustrated that this is a continued problem. Every year a new Quickbooks comes out and you'd like us to upgrade, yet you're not fixing a critical issue for many us, and you marked the problem solved. It is not solved.

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QuickBooks Team

Need to disable billable check marks on bills!

I appreciate you for voicing out your feedback, @FR2X-MP.

 

The questions and answers here on the Community page can be viewed and read by any members. Moreso, any member can mark a response as an Accepted Solution if it works for them. 

 

Meanwhile, you can set QuickBooks not to mark all expenses as billable. 

a1.gif

However, when you create a bill from the purchase you've created, it will still automatically check your billable column once you choose a Customer:Job on the drop-down arrow. If you want to assign a specific expense to a Customer:Job, you can remove the checkmark on the bill itself.

 

For more insights, you can read through this article: Tracking job costs in QuickBooks Desktop.

 

Feel free to leave your comments below if you have other questions. I'm always here to help.

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Level 2

Need to disable billable check marks on bills!

This is an issue for those of us that never use billable items. With every invoice I need to uncheck every item. This can be many items on one invoice. There should be a way in preference to turn this option off or have them automatically unchecked, or an "uncheck all" button at the very least. 

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QuickBooks Team

Need to disable billable check marks on bills!

Hello there, @FR2X-MP.

 

At this time, you can manually unchecked the billable box from the billable columns so you can unchecked all the invoices.

 

However, I will take note of your experience and send this to our product developers. They make improvements in QuickBooks by listening to our customers' suggestions and comments.

 

As always, you can visit our payments for QuickBooks Desktop articles in case you need some tips and related references for your future tasks.

 

Don't hesitate to drop your comment below if you have any other questions. Have a nice day!

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Level 1

Need to disable billable check marks on bills!

As others stated, this is a terrible annoyance and bills show up as automatically checked whenever I look up historical transactions that weren't previously checked.  I am constantly monitoring my Unbilled Costs By Job report to clean up these checkboxes and keep our database as small as possible.  This should be moved to the top of the "Bug" list.  Definitely not an enhancement.  Entered as Feedback. 

Highlighted
Moderator

Need to disable billable check marks on bills!

You came to the right place for help, @DCD,

 

The only time our system considers an expense billable is when customer names are assigned to purchase orders and bills. See these illustration:

 

 


 

To avoid this from happening, manually remove the customers to stop QuickBooks from automatically ticking the Billable box.

 

However, if no customer names are assigned and you're still seeing the check mark for billable expenses, I would recommend contacting our Technical Team.

 

They can run some diagnostics on your company file for possible bugs and data issues. Here's how to reach our support:

 

  1. Go to your QuickBooks Home page, then click the Help menu at the top.
  2. Choose QuickBooks Desktop Help from the drop-down.
  3. Hit the Contact us icon.

Let me know how it goes by adding a comment below. I want to make sure you're all good, and I'm here if you need additional help. Have a good one! Take care!

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Level 3

Need to disable billable check marks on bills!

Thank-you for this reply. However, what you have shown is another workaround to the problem. Please consider this from the perspective of a QB user. I am not specifically choosing a customer to be associated with an item from within a bill. This is happening AUTOMATICALLY within QB when a PO is created directly from a Sales Order. To work around this, I can change EVERY item on EVERY PO so that it does not reflect which customer it is for, OR I can uncheck the "billable" box for EVERY ITEM when a bill is created for it. Neither of these workarounds are a good long term solution. It takes a lot of time and, frankly, users WANT to know what customer something is for even if the item is not "billable" to that customer.  In my world, items are billed to the customer via an INVOICE that is created directly from the Sales Order and I have little need for the "billable" option. However, I spend a WHOLE LOT of my time unchecking "billable" boxes that should not be checked as a default.  

Here is an example:

1. I create and SO 111 for customer X who orders item1

2. I create a PO directly from within SO 111 which will create a PO to the vendor for item1. Customer X will automatically appear in the Customer field for the PO.

3. When we receive item1 and create a bill, item1 is automatically and incorrectly marked "billable".

4. This is a BUG. item1 should not be assumed to be billable because I will be creating an INVOICE from SO111 to bill the customer for item1. There is a preference that is supposed to stop this from happening but it does not work. 

 

When I initially reported this problem, someone there at QB reproduced it and determined it was a BUG that should be fixed. 

Please, we have seen a number of work arounds already. They are all time consuming and annoying. QB is NOT working as it should. Can we agree this is a BUG and get it fixed?

 

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QuickBooks Team

Need to disable billable check marks on bills!

I appreciate you for stating your concern clearly. tsd81.


In most cases, you received an order from one of your customers, and the goods are not in stock. You want to create a purchase order directly from the sales order to buy the goods from a vendor. 


When doing this, the system will use all the information from the sales order. QuickBooks will think that the transaction is billable since you’re ordering the items to complete the customer’s order. This is the reason why it automatically reflects as chargeable to the customer from the sales order. 


This behavior is completely how QuickBooks was designed to interact in this situation. If you’re ordering items not just for this customer, you might want to create a separate Purchase order. Here’s how:

 

  1. Click Vendors at the top. 
  2. Select Create Purchase Orders from the drop down menu. 

Stay on communicating with us if there’s anything else you need.  
 

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Level 2

Need to disable billable check marks on bills!

I am in complete agreement with tsd81. This is exactly how I (and it seems many others) use QB. I create POs from sales orders as well. A simple solution would be to add an box at the top of the billable  column that would uncheck or check them all.  Or having a preference that actually worked that could turn this "feature" off. It does not work for everyone. 

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Level 2

Need to disable billable check marks on bills!

Come on, this is a complete whitewash obviously the person that created this last reply doesn't know how to use QuickBooks, and she worked for them? if we follow your procedure then we go to create a new invoice for the same customer all the items will show up in time and cost again because they are checked on the purchase order as well as the sales order I believe that's what everyone is trying to say that if you created a sales order then the items are already built to the customer then you create a purchase order and it puts them in billable time and cost, you people really need to get a grip and try to stop ignoring what we're trying to say and admit that there is a bug if it's not a bug it's something that's going to cause me to change my business model and I should not have to change my business model to match my software

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Level 3

Need to disable billable check marks on bills!

I'm sorry to cause such a fuss but if you say that this is how QB was designed then I have to question the design and ask that this be fixed as a design flaw (or bug) instead of a software bug. In the scenario I described, the customer is billed when an invoice is created from the Sales Order and NOT from the "billable" route. An item should not default to "billable" just because you have created a PO from a Sales Order or because you assign a customer to an item in a PO. Also, there is supposed to be a preference item that allows you to turn off the "billable" default option but it does not work. 

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