Effect of voiding an invoice

Thanks for reaching out to the Community, KJIsaacson.

When an invoice is voided, your time entries will show up on the invoice creation screen based on your rates and whether or not the time is billable. This is so that it can be applied to a new invoice.

I've included a couple detailed resources about voiding transactions and time tracking that may come in handy moving forward:

• Void or delete transactions
• Turn on & set up time tracking

I'll be here to help if there's any additional questions. Have an awesome Thursday!

@ZackE , welp...I voided the invoice, but the time (and expenses) from that invoice are not showing up in the unbilled charges, or anywhere. I've run an unbilled charges report, and they're not there. I went to create a new invoice for the project, and only time and expenses subsequent to that voided invoice (and never before billed) show up.

Suggestions?

Thanks.

Thanks for coming back, KJIsaacson.

I've replicated this one on my end and the unbilled time or time charge is showing in the Unbilled Charges report. As what ZackE mentioned, your time entries will show up on the invoice creation screen based on your rates and whether or not the time is billable when voiding it. Let's make sure we choose the correct date period on the report. We can also customize the report to the customer you're creating an invoice with. Here's how:

1. Go to Reports on the left side menu.
2. Enter Unbilled Charges on the search report field.
3. Tap Customize.
4. Choose the date in the Report period field.
5. Click Filter.
6. Choose Customer and select the client's name.
7. Press Run report. 

On the other hand, QuickBooks Online keeps track of your activities in the audit log. We can use it to track the billable time transaction you've created. See the Use the audit log in QuickBooks Online article for the steps and details. Then, invoice your customer with the billable time. Let me show you how:

1. Go to the Plus icon.
2. Under Customers, select Invoice.
3. Fill in the name of the billable customer on the name field.
4. Add the billable time charge that is showing on the right portion of the page.
5. Click Save and close.

Also, here's an article you can read to learn more about the billable expense: How to Enter Billable Time by Job. Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

You can always update us after performing the steps as I want to ensure this is resolved for you. Just leave a comment below and I'll get back to you. You have a good one. 

I'm having the same issue - I voided an invoice for the client but when I go to create a new invoice, those billable hours and expenses don't show up. Were you able to resolve your issue? If so, what did you do?

Many thanks!

I appreciate the detailed information you've shared regarding your concern, KFlemington. I'll help you so you can add the billable hours/expenses to your invoice in QuickBooks Online (QBO).

Whenever there's a billable expense attached to a voided invoice, you can't use those billable transactions when generating a new invoice. If you need to add those billable data when creating a new invoice, we'll have to delete the voided invoice so that you can link the billable expense when making a new invoice.

To continue with the invoice deletion, kindly follow the steps below:

1. Log in to your QBO account.
2. Go to the Sales menu and choose Invoices.
3. Locate the invoice. It should have a Voided status.
4. Click the dropdown arrow ▼ under the Action column. Then, select Delete.
5. Confirm the deletion by tapping on Delete.

After this, you should be able to select the billable expenses when creating a new invoice for your customer.

Additionally, you may enter an invoice payment if your customer pays an invoice. It allows you to record the payment to the existing invoice and clear out the customer's balance for that item or service.

Don't hesitate to add a reply in this thread if you have more questions about managing your invoices in QuickBooks. I'll be in all hands to assist you. Take care.

My suggestion would be to never trust quickbooks to do anything. I always print a copy or download it to the customer's file so I always have the data no matter what quickbooks does or doesn't do. I have had too many instances where the data is just gone, even though I have followed these "quickbooks pros" suggestions.