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I have years of transactions that were marked as billable. When I used the desktop version I was able to make all of these inactive but I can't in Online. Suggestions?

 
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QuickBooks Team

I have years of transactions that were marked as billable. When I used the desktop version I was able to make all of these inactive but I can't in Online. Suggestions?

Hi @rjcuser1,

 

Welcome to the Community. I'm here to assist with the years of transactions that were marked as billable.

 

There are two ways to remove a billable expense charge from the customer center in QuickBooks Online. The first option is to manually change the billable status of a transaction. Here's how:

 

  1. Select Unbilled Activities within the Money Bar of the Customer center.
  2. Click the Unbilled activity link that's to the right of the customer's name.
  3. Select Billable Expense Charge in order to open it.
  4. Click the Marked as billable on this Expense link to open the transaction.
  5. Remove the check-mark that's within the Billable column.
  6. Save the transaction. 

 

The second option is to remove the billable status from transaction based on date. QuickBooks Online has a tool designed to batch action hide unbilled expenses. You can accomplish this with the following steps:

 

  1. Ensure that any inactive/deleted accounts are showing as active.
  2. From within your QuickBooks Online Company replace the link in your browser address bar with the following: https://qbo.intuit.com/app/managebillableexpense 
  3. Enter in the beginning date of transactions that you'd like to remove the billable status from.
  4. Click Save.

 

I've included a brief video to serve as a guide:

 

 

Additionally, I recommend the following link for additional information on this process: Remove a Billable Expense Charge From the Customers Center in QBO.

 

I'd be glad to provide further assistance should you have any questions. Best regards.

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