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My co-worker and I work on the same company file. When she creates an invoice for a customer if billable time & costs are associated, she gets a pop-up window that's titled "Choose Billable Time and Costs" (screenshot attached) which lets her make her selections. I, however, do NOT get that pop-up window and instead have to try to remember to click on the "Add Time/Costs" icon (screenshot attached). How do I enable the pop-up window?
Thank you for your feedback on this, @KR Jones.
I can help you enable the pop-up window for "Choose Billable Time and Costs." Let me show you how.
We're going to begin by setting up the preference that'll allow you to mark expenses as billable.
1. Go to the Edit menu, then choose Preferences.
2. Now select Time and Expenses, then go to the Company Preferences tab.
3. In the Invoicing Options section, check the Mark all expenses as a billable option.
4. Click OK.
Now when creating the invoice, you can have the same pop-up message as your co-worker.
If you have any more questions or concerns, please don't hesitate to reach back out to me. Have a great day!
Double checked and we already have the same settings and my co-worker gets the pop-up window. I do NOT.
Welcome back, @KR Jones.
Thank you for doing my suggested solution. It seems that the user is broken. We can fix this with some troubleshooting steps.
To fix broken users is going in as the Admin of the account and deleting yourself as and user and re-adding. Let me show you how.
Deleting the User: You can change the user names to "Inactive 1", "Inactive 2", etc. Then, change their password to something that can't be guessed.
Adding a New User:
1. Go to the Company menu, then select Set Up Users and Password and then Set up Users.
2. Select Add User.
3. Fill out the User Name, Password, and Confirm Password fields, then select Next.
4. On the Access for user: (username) window, choose which area of QuickBooks the user has access to, then select Next.
Note: If you choose Selected areas of QuickBooks, you can customize the restrictions for different areas of the company file for the newly created user by selecting No Access, Full Access, or Selective Access.
5. Now select Finish.
Please, hit Reply and keep us updated. Speak soon!
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