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Sara38
Level 1

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

 
Solved
Best answer December 10, 2018

Best Answers
IntuitPhoebe
Level 3

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Hi Sara38,

We currently don't have an option in QuickBooks to remove the Billable column when entering journal entries. However, you can change the setup of your company preferences so it will not automatically check the box after choosing a customer. To do this, please follow these steps:

  1. Go to Edit at the top menu bar.
  2. Select Preferences.
  3. Choose Time & Expenses on the left pane.
  4. Go to the Company Preferences tab.
  5. Under the Invoicing Options section, remove the check mark for Mark all expenses as income.
  6. Click OK.

Let me know if you have other questions.

View solution in original post

13 Comments 13
IntuitPhoebe
Level 3

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Hi Sara38,

We currently don't have an option in QuickBooks to remove the Billable column when entering journal entries. However, you can change the setup of your company preferences so it will not automatically check the box after choosing a customer. To do this, please follow these steps:

  1. Go to Edit at the top menu bar.
  2. Select Preferences.
  3. Choose Time & Expenses on the left pane.
  4. Go to the Company Preferences tab.
  5. Under the Invoicing Options section, remove the check mark for Mark all expenses as income.
  6. Click OK.

Let me know if you have other questions.

qbteachmt
Level 15

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

You really should not be using JE when a Name also is used.

What you are describing is either AR or Job tracking, and none of that is done in a JE.

P1
Level 1

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

This does not work for me with Credit Card Items assigned to jobs. It still automatically selects billable when customer job is selected. 

qbteachmt
Level 15

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

@P1

 

Notice the Preference setting is for "expenses." That means the Expenses tab of bills, Checks, Credit Card Charge, etc. What you need to do for Job Tracking is use Items on the items tab, and that setting does not affect the items tab. It also doesn't affect JE, because there is no Expenses tab there, and these are not Job-related transactions types. Job Tracking means using Items (products, services, noninventory, other charges) and Assigning Job Name as directly related to that project name. You don't use JE with Names, and you cannot list Items on a JE at all. They are not the right transaction type for what is being asked.

Rose-A
Moderator

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Good day, P1.

Let me provide you a little information about the billable column in QuickBooks Desktop.

 

Disabling the option in the billable column of a general journal isn't currently offered QuickBooks Desktop. We'd love to hear your feedback. You can send comments and suggestions by following the steps below:

 

  1. Click Help at the top.
  2. Select Send Feedback Online.
  3. Then click Product Suggestion.

For additional assistance, you can reach out to our Customer Care Team:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

I'll be around if you need anything else. Have a great day.

1sb
Level 2

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Your solution does not work.

ChristieAnn
QuickBooks Team

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Hi there, 1sb.
 
Thank you for posting here in QuickBooks Community.
 
If you wish to remove the billable option in J.E, QuickBooks still doesn't have the option to remove that column.
 
However, if the account is not billable, you can manually remove the checkmark under Billable column in J.E.
 
Here's how:
 
1. Click the Accountant menu at the top. Then, Make General Journal Entries.
2. Select an account, enter the credit or debit and fill in the other necessary filed.
3. If you will see that the checkbox under Billable column was checked, remove the checkmark.
4. Click the Save and Close button.
 
I'll send comments and suggestions to let our developers know of your feedback.
 
Please check this article what report shows debits and credits for each transaction and provides more focused view of amounts and accounts not visible from the transaction itself: View the Transaction Journal report in QuickBooks Desktop.

 

Please keep me posted if you need anything else. I'm always around whenever you need help.​

Suezew
Level 2

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Under Invoicing Options my option is Mark all expenses as billable.  I don't have the  Mark all expenses as income to uncheck.

Every time I write a check I have to Uncheck the "Billable" under Expenses or Items.  How do I get it to default to unchecked?

I don't track time or expenses.  This takes a lot of extra time.

Ryan_M
Moderator

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Hi @Suezew,

 

You can follow the same steps provided by my peer above. Let's change the 5th step though. 

 

It should be Mark all expenses as billable. You can also uncheck the Mark all time entries as billable if needed. 

 

See the screenshot below for your reference.

 

 

Once done, the checks you create will still have the Billable column, but it will no longer be checked as a default. Keep in mind that this is on the Expenses tab. Under the Items tab, whenever you select a Customer: Job, the Billable box appears is checked by default. 

 

I appreciate you for taking your time and pointing this out to us. We have taken note of this situation. 

 

Know that you're always welcome to post here in the Community. Feel free to leave a comment below, and I'll get back to you. 

Friends of the Inyo
Level 2

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

I've followed the steps above, and every time I write a check for an expense and type a customer:job the box is automatically checked billable.  Your solution does not work.

BettyJaneB
QuickBooks Team

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

I'm glad to see you here in the Community, @Friends of the Inyo.

 

Let's make sure that your QuickBooks is updated to the latest release to refresh all the updates made on your data. Outdated software can be the cause why the billable box is still checked when selecting customers jobs on the check.

 

To do that:

  1. Go to the Help menu and select Update QuickBooks.
  2. Refer to the Update Now tab. 
  3. Hit the Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.

For more details about updating QuickBooks desktop, please refer to this link: Update QuickBooks Desktop to the latest release

 

If doing this doesn't make a difference, I recommend verifying and rebuilding your data. This can help fix data related issues on your company file.

 

Here's how:

  1. Go to the File menu, then hover over Utilities option.
  2. Select on Rebuild Data.
  3. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
  4. Let the tool repair your file. Take note that it may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
  5. When the tool finishes, select OK.
  6. Click on the File menu. Then hover over Utilities and select Verify Data.
  7. Let the tool check your file for data issues.

For complete details about this process and on the other troubleshooting steps to resolve program-related issues in QuickBooks, check out this article: Fix data damage on your QuickBooks Desktop company file

 

I got you covered if there's anything else you need. I'd be pleased to help you out. Have a good one!

Di98
Level 1

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Doesn't work

DebSheenD
QuickBooks Team

Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

Hope you're doing well today, @Di98.

 

I want to help and provide exact information about your concern. However, I still need to gather more details about it. Can you tell me more about it? I would appreciate getting more information from you. This way, I can provide the right amount and solution to your question.

 

If you add a screenshot in your next reply, please hide all the important details. This prevents you from any fraudulent activities. 

 

Visit again in the Community forum. I'll be around to help anytime. Take care and stay safe.

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