How do I unmark Billable Expenses in bulk in QB Online Plus?

I'm glad to see you in the Community, intelm.

I appreciate you taking the initial steps in trying to unmark the billable expenses. The result will help us determine how to fix the issue.

The ability to uncheck the billable box in bulk is currently unavailable. In QuickBooks Online (QBO), you'll need to open the transaction and perform the actions one at a time.

When you go through this process, you'll get messages like "The transaction you are editing is linked to others. Are you sure you want to modify it?" and "Something's not quite right. This transaction is linked to an invoice. Saving this transaction would make the invoice no longer valid. In order to make this change, edit the invoice first, remove this transaction from it and remake this change."

Here's how to remove a billable expense:

1. In your company, head to the Sales menu on the left panel ad choose All Sales to open the Sales Transactions page.
2. Look for the name of the customer the charge was marked billable to and click on it to display the Billable Expense screen.
3. From there, tap the Bill link to view the transaction details.
4. On the Bill page, head to the Billable column and uncheck the box.
5. Click Save and Yes to confirm the action.

Follow the instructions displayed to complete the process: "Something's not quite right. This transaction is linked to an invoice. Saving this transaction would make the invoice no longer valid. In order to make this change, edit the invoice first, remove this transaction from it and remake this change."

To learn more about removing a billable expense charge, go here. Feel free to browse our online resources for topics and related articles on how to properly manage your expenses, bills, money-out payments, and other vendor transactions.

Post a comment below if there is anything else I can do to help you with QuickBooks or other vendor-related tasks. I'll be back to assist you further. Have a safe and enjoyable day.

I followed the above steps.  However, I do not have a "Billable" column to "uncheck".  I do have Admin privileges.

Hi there, 

I'd like to know more about your concerns so I can help you resolve them. I'd appreciate it if you could confirm which account you're using. Is it QBO Plus? Can you also please share a screenshot so we can get on the same page.

Know that any additional information will help us provide an accurate troubleshooting for you. I'll be on the lookout for your response. Take care.

Thanks! Using the manage billable expense link resolved my issue.

Hey there, @intelm. 

You're welcome! 

I'm so glad my colleague was able to give you some information to help resolve your issue. 

Don't hesitate to come back if you have any other questions. Wishing you and your business continued success! 

When I go to the link provided, I am at the log in screen for QBO.  I select the company that I want to use and am taken to the dashboard.  What am I supposed to be seeing to enter a beginning date?

What I did was to login to QBO before clicking the link. You can also login to QBO, and then copy and paste the link into the adjacent tab. 

I logged into QBO and clicked the link.  I did receive the screen to put in a date which I entered.  Then I received this message:  This account has been deleted.

Thanks for getting back to us, Judy.

As per checking, there's an ongoing investigation (INV-78672) about the manage billable expenses tool encountering the same error. Rest assured that our engineers are working hard to address this issue and come up with a solution.

In the meantime, I'd recommend reaching out to our customer support team, so you'll be added to the list of impacted users. This way, you can receive status updates on the investigation via email. 

To do that:

1. Go to the Help icon and select the Search tab.
2. Click Contact Us.
3. Provide a short description of your concern and select Continue.
4. Choose between Chat with us or Have us call you.

In addition, QBO offers a wide range of reports that give you an overview of many aspects of your business, such as your sales and expenses.

Let me know if there's anything I can help you with about managing your billable expenses in QBO. We're available anytime to assist you further. Take care, and have a good one!

Came across this problem too, and the issue pertains to the billable expense being tied to an expense account/bank account that was made inactive. I reactivated the account, tried again, and it worked...now i'll go back and make that account inactive again  

Hope that helps you or someone else in the future. 

Has this (INV-78672) been resolved yet? I was with a client today and I was getting the same error message about the transaction being deleted. It seems like I can only do one month at a time instead of doing them all. 

Yes, the mentioned INV has already been tagged as resolved, @Go Get Geek. Rest assured, we're here to assist you with this concern.

Please know that the error message is working as designed. It indicates there's an inactive account associated with each billable expense transaction. I recommend ensuring that all your accounts in your Charts of Accounts where the transactions are recorded are active and using the Hide unbilled expenses tool again.

Also, there are things that you have to keep in mind while using this tool:

1. The tool will not fix billable expenses that are dated before the start date of the inventory item tied to that transaction.
2. Change the date period of the tool to reduce the number of transactions it is touching.
3. The Manage Billable Expense tool won't correct time charges.

However, if you still encounter the same error, I recommend running the Unbilled Charges report and editing each transaction individually. You can follow these steps:

1. Go to the Reports.
2. On the Seach Tab, type Unbilled Charges report.
3. Filter the Date.
4. Edit each transaction individually.

If the issue persists, I recommend contacting our QuickBooks Online support team for further investigation.

Moreover, you can check out this article to help you track bills and record the payments in QuickBooks: Enter and manage bills and bill payments in QuickBooks Online.

Feel free to reach out here if you have more questions or concerns related to transactions in QuickBooks Online. We're always here to help. Have a good one.