Is there an way to get an report showing unbilled items

Hello there, nnsuzuki.

Yes, there's a way to pull up the unbilled AP items report, please follow these steps:

1. Click the Reports menu.
2. Choose Jobs, Time & Mileage.
3. Then, select Unbilled Costs by Job.

Let me know if you need anything else. Take care!

Thank you adrianrose

I ran that report but it was still missing all the items under cogs

some item we paid the vendor but what I need was to see which cog item

that was not billed

I went to P&L and pick and random item and did and search by the reference number which

is used for both AP and AR and only can find the invoice from the vendor, so I need to bill the customer for that charge. Is there an way to get all Cogs to see if they were billed or not. I am more interested in not billed as I feel we are missing billing our customers

Thank you so much this helps alot, I have been doing them manually.

I have one other question what app do you use for the pics you uploaded ?

It's good to have you back, @nnsuzuki.

I'm glad that you found this response helpful and you're most welcome. I'd like to share some information about the tool that I've used upon uploading a photo into this thread.

The pictures were from the report of my QuickBooks Desktop. I took a screenshot on it using the Snipping Tool which is a built-in tool for windows that allows you to take screenshots of an open window. Afterwards, you can save it on your drive and it's ready to be uploaded.

There you have it! 

Please know that you've got me here in the Community should you have any QuickBooks concern. Wishing you and your business continued success!

Thank you so much you have been an great help

I am also looking for a list of Unbilled ITEMS. This Journal Entry report is not pulling any entries. (yes, I double checked all the settings multiple times).

Is there a way to track all ITEMS I have marked as billable when I created the bill?

Yes, SunshineShull. There are a couple of reports that will let you track and see all unbilled items in QuickBooks Desktop. Allow me to share details on how you can find them.

First off, you'll receive a prompt when creating invoices for customers with unbilled or outstanding billable time and/or costs. You can choose the Select the outstanding billable time and costs to add to this invoice?

Then, choose the billable item that you want to add.

I've also read the steps for the Journal Entry report, and it looks like it was made in response to a question on how to look for items or transactions affecting COGS.

When it comes to running a report for pending billable expenses that have been incurred but not yet invoiced to clients, you can utilize the Unbilled Costs by Job or Unbilled Expenses by Project report. This will let you see all items that have been marked as billable but haven't yet been included in an invoice or bill.

Here's how:

1. Go to the Reports menu.
2. Choose Jobs, Time & Mileage.
3. Click Unbilled Costs by Job.

Aside from that, you can also go to the Report Center to access more unbilled expenses-related reports. Here's how:

1. Go back to the Reports menu.
2. Type in "unbilled" in the Search bar and press Enter on your keyboard.
3. Select or click the name of the unbilled-related reports in the Search Results section.

You can read more details about this feature in this article: Track job costs in QuickBooks Desktop.

Feel free to check out these articles just in case you still need more resources about running reports:

• Customize customer, job, and sales reports in QuickBooks Desktop
• Understand reports

Don't hesitate to ask questions or for assistance when running reports and any other QuickBooks-related questions. The QuickBooks Team is always available to answer them for you.

Thank you for such a quick reply! Unfortunately, Unbilled Costs by Job only pulls up EXPENSES that have been check marked as billable. I use the ITEMS list because I need a lot of text to auto populate when I re-bill it. But Items do not show up on the Unbilled Cost by Job report. I don't understand why Items would be allowed to be checkmarked as "Billable" if I can't pull a report on them.

Thank you for any help you can provide on this increasingly frustrating situation.

I appreciate your response and the efforts you've put into finding billable items on the report suggested by my colleague, SunshineShull. I understand how frustrating it can be not to see those items. I've got additional assistance to ensure you can view the details in your Unbilled Cost by Job report in QuickBooks Desktop (QBDT).

To begin, let's review the customization settings of your report to see if you have correctly modified the Items and Billing Status. Customizing reports allows you to focus on the specific data that is most relevant to your business needs. Here’s how to check:

1. Open the Unbilled Costs by Job report.
2. Go to the Customize Report on the upper left corner of the window.
3. In the Filters tab, search for Items and Billing status.
   
4. Adjust the settings to filter out unnecessary information.
5. Click OK to save the changes.
   

For a more comprehensive understanding of this feature, please refer to this article: Customize reports in QuickBooks Desktop.

Additionally, you can save your personalized settings if you want to use them in the future.  Check out this article: Create, access, and modify memorized reports.

I hope these steps help you access the data you need in your reports. If you're still experiencing issues or have any questions, please don’t hesitate to reach out. We're committed to ensuring you have a smooth experience in QBDT.

I Really really appreciate you helping me with this. I'm still at a loss.

Here is my bill where I add the Item and mark as Billable. (Again, I use Items instead of Expense because I need all that text to fill in on the customer invoice I create later. I'm doing hundreds of these each month so copy and pasting isn't a sustainable option)

Each item shows up just fine when I create the customer invoice. No problems there. But I need to pull a report to make sure I'm not missing any each month.

Here is my Unbilled Cost by job report with Items added (Yes, SOC and VOC are included in the Multiple Items list I checked. For whatever reason, I cannot select "All Items" in the dropdown).

I changed the settings to Billed Status to match your screen and tried Unbilled in case that was a mistake. Both options aren't pulling those items I have on the Bill.

 Do you have any more ideas I can try? Thank you again for helping me.

Thank you for sharing the detailed information, SunshineShull.

It appears the issue is related to your company file. Operating the verify and rebuild tool in QuickBooks Desktop (QBDT) helps identify and fix the unselectable 'All items' option when customizing reports. Let's run it together.

Before proceeding, please ensure you have the correct data for the reporting period, as this may cause QuickBooks not to pull transactions, resulting in missing information on the report.

To begin with, here's how to verify your company data:

1. Go to the Window tab, then choose Close All.
2. Proceed to File, then select Utilities.
3. Click Verify Data, then OK.

• If QuickBooks found no issues with your data, it is clean, and you don't need to do anything further.
• If there's an error message, look to rectify it on our QuickBooks Desktop support site.
• If your data has lost integrity, a damaged file has been identified and needs to be repaired.

Furthermore, follow these steps to repair a damaged company file:

1. Go to the File menu, then Utilities.
2. Click Rebuild Data.
3. Choose OK once asked to create a backup of your company file.
4. Select where you want to save your backup, then click OK.
5. Once you get the message Rebuild has completed, tap OK.

For the step-by-step process, refer to this material: Verify and Rebuild Data in QuickBooks Desktop.

After creating a personalized report, you can save it for future use. You can refer to this material for detailed guidance: Create, access, and modify memorized reports.

Keep me posted by tagging my name in the comment below if you have other concerns about creating a QBDT unbilled items list. I'm just a notification bell away.

Thank you @Irene R  - sadly that didn't work either.

I followed the instructions above and Quickbooks "Found no errors with the data" I restarted and tried running the report again with the same results. Even though I can't select "All Items" in the customization filters, I can still select all my items to be included in the filter as seen in the screenshot below. So I don't think is the issue.

In the screenshot, you can see unbilled EXPENSES report in the back, but again I'm trying to run this for ITEMS.

I've added the Item Column to the report, but there's nothing pulling up. Does this feature just not actually exist?? If it's not possible, and I do have C+P hundreds of line items every month, is there a way to remove "Reimburse Group" from the customer invoice when I add an Unbilled EXPENSE?

Thank you again for all your help.

I appreciate your update, SunshineShull. I recommend pulling up a different unbilled report to get all the data you need. I'll guide you through the process below.

Using the Unbilled Cost by Job report, all unbilled expenses will be removed once you invoice your customers. Instead, use the Unbilled Expenses by Project, including the Item and Billing Status columns. Filter the Billing Status to Any to view all the items you need in one file.

Moreover, you'll have to manually remove the "Reimburse Group" item from each customer invoice. Then perform the following steps to display the items in the Unbilled Expenses by Project report:

1. Go to the Reports menu.
2. Choose Contributed Reports, then Company & Financial.
3. In the Reports Center, search and run the Unbilled Expenses by Project report.
4. Click the Customize Report button.
5. Under the Display tab, select the Item and Billing Status columns.
6. Go to the Filters tab and set the Billing Status to Any.
7. Select OK. 

Additionally, are you interested in monitoring your sales and expenses through predefined customer, job, and sales reports? If so, explore this article to discover the various reports you can generate in QuickBooks Desktop (QBDT): Customize customer, job, and sales reports.

I'm looking forward to your return to the Community whenever you need support pulling up reports and generating specific data in QuickBooks. Feel free to reach out anytime. Wishing you a great day ahead!

Thank you for the reply. This is closer, but only shows items that I have already added to customer invoices. If I change the Billing Status to Unbilled, there are no results as seen here: 

I have an unbilled item in the correct date range that IS showing up as an Item to add to a customer invoice so it SHOULD be pulling up somewhere.

In short I need a report that functions exactly like an Unbilled Cost by Job (items are removed once billed) but shows Items.

UPDATE- SOLVED!!!!!

I don't know whether to be embarrassed or frustrated but the answer to all my above problems: Reports have to be set to Accrual. Everything was on Cash and just not pulling info correctly.

Thank you to everyone for contributing to this post.

Thank you for sharing your update, @SunshineShull. I truly appreciate your efforts in working through this and I’m glad to hear you found the solution to your issues with the reports.

As a future resource, I recommend checking out: Export reports as Excel workbooks in QuickBooks Desktop. This guide will teach you how to take your reports out of QuickBooks and view them in Microsoft Excel whether you're using a Windows or a Mac computer.

If you have any more questions or encounter any other challenges while using the program, please feel free to reach out. My team and I are always available to assist you and would be happy to provide further support. Have a great day!