Billable Expenses from Sales Order

Thanks for utilizing the Community, skiperdmann.

I'll make sure that the billable time/expense remove from the available list.

Turning off the feature Mark all time entries as billable will not remove it from the available list. This option will work only if you don't want to have a billable option moving forward. To remove it from the available list, you have to open the billable time/expense you created. Then, uncheck the billable column. This will remove the Bill from the Choose Billable Time and Costs window. 

Once done, it will no longer appear in the available list when you create the invoice.

For additional reference, I'm adding some articles that you may find helpful:

• Create an invoice in QuickBooks Desktop.
• Tracking job costs in QuickBooks Desktop.
• Enter bills.

Let us know if you have further questions about the billable expense. I'll be around to help you.

Thank you for the quick response, however I may not have worded my question correctly.  

We have recently started using Sales Orders.  Previously, we would simply create an Invoice and pull the associated billable costs.  That worked well.

Now, we use a Sales Order to create the Invoice but when we do, it does not automatically pull the associated billable costs.  We have to add them just like when we just created the Invoice.  The issue this creates is that the Invoice now shows the billables twice (once when we create the invoice from the sales order and once when we pull it from the billable costs).  

Is there a better way to do this?

Hi skiperdmann!

Allow me to jump in so I can explain further about sales orders.

The billable expenses can only be linked to sales receipts and invoices. Instead of using a sales order, you can directly create an invoice and associate the billable expense to it.

Here are some of the articles you'll want to check. These will show you to create sales transactions in QuickBooks Desktop:

• Create a sales order

• Get started with customer transaction workflows in QuickBooks Desktop

Need more help? Leave a comment again and we'll respond as soon as we can.