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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?

 
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Best answer 12-10-2018

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Community Contributor **

Hi Sara38, We currently don't have an option in QuickBook...

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

7 Comments
Highlighted
Community Contributor **

Hi Sara38, We currently don't have an option in QuickBook...

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

Established Community Backer ***

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

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
Not applicable

Re: Hi Sara38, We currently don't have an option in QuickBook...

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

Established Community Backer ***

Re: Hi Sara38, We currently don't have an option in QuickBook...

@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.

Moderator

Re: Hi Sara38, We currently don't have an option in QuickBook...

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
Not applicable

Re: Hi Sara38, We currently don't have an option in QuickBook...

Your solution does not work.

QuickBooks Team

Re: Hi Sara38, We currently don't have an option in QuickBook...

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.​

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