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Best answer October 18, 2020
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I appreciate you for getting back to us here on the Community page, @drhummel-hartleys.
I'm here to help you review the transactions that are showing up on the Insights tab.
As mentioned by Charies_M from this thread, the transactions showing up under the Unbilled section are time and expense marked a billable to customers. I can see that you use journals when entering payroll information to QuickBooks. One possible reason why this happens is when there's a check-mark on the Billable column.
If not, you can open a timesheet report to check if there are any billable time and expenses recorded from your file.
Here's how:
- Go to the Reports menu, then enter timesheet from the search field.
- Look for Timesheet Report, then click it to open.
- Filter the date and check the details from there.
- If needed, make the necessary changes.
You can also read this article for additional references while customizing reports in QuickBooks Desktop.
As you continue working with QuickBooks, you can also open our help articles in case you need related resources in the future.
Get back to me if you have any other questions. I'm always here to help. Have a good day!
I appreciate you for getting back to us here on the Community page, @drhummel-hartleys.
I'm here to help you review the transactions that are showing up on the Insights tab.
As mentioned by Charies_M from this thread, the transactions showing up under the Unbilled section are time and expense marked a billable to customers. I can see that you use journals when entering payroll information to QuickBooks. One possible reason why this happens is when there's a check-mark on the Billable column.
If not, you can open a timesheet report to check if there are any billable time and expenses recorded from your file.
Here's how:
- Go to the Reports menu, then enter timesheet from the search field.
- Look for Timesheet Report, then click it to open.
- Filter the date and check the details from there.
- If needed, make the necessary changes.
You can also read this article for additional references while customizing reports in QuickBooks Desktop.
As you continue working with QuickBooks, you can also open our help articles in case you need related resources in the future.
Get back to me if you have any other questions. I'm always here to help. Have a good day!
