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.

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.

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!

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.

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. 

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

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.

Keep me posted if you need more help. 

QuickBooks needs to fix this ASAP

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

I agree. NOT SOLVED!

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 developments: https://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.

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!

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.

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. 

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.

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. 

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!

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. 

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!

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?

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.  
 

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. 

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

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.