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I work for a home builder. We enter vendor bills and assign a category and a customer. I need a report to show if bills were accidentally not charged to a customer and the charges are just hanging out in the “black hole”. Me had QB desktop Contractor edition and we were able to run a report. Now after upgrading to Online Advanced we can not figure out how to run a report.
Solved! Go to Solution.
I know which report will allow you to check which expenses are billable or nonbillable, Termite14. I'll walk you through the process to help you acquire your needed data.
In QuickBooks Online, you can generate and customize the Transaction List with Splits report to review if bills are billable or nonbillable to customers. Here's how:
For more information on modifying your report to display specific data that meets your business needs, refer to this material: Customize reports in QuickBooks Online.
Moreover, you can memorize your report to save its current customization settings for future use, which you can also send on a recurring schedule via email.
Revisit the Community forum when you have additional inquiries when running and customizing different reports in QuickBooks Online. I'm always here to assist you.
It's my pleasure to help you run a report, Termite14.
We can run a Unbilled Charges report for your bills that you were accidentally not charged to your customer.
Here's how:
Additionally, you can add more customization to this report and save it to access this information easily. You may want to check these articles for reference:
Should you have additional questions regarding your report in QuickBooks Online, feel free to post a comment below. We're here to help you. Stay safe!
Sorry but this did not work. Purposely entered bill with assigning customer and it did not show up on report.
I know which report will allow you to check which expenses are billable or nonbillable, Termite14. I'll walk you through the process to help you acquire your needed data.
In QuickBooks Online, you can generate and customize the Transaction List with Splits report to review if bills are billable or nonbillable to customers. Here's how:
For more information on modifying your report to display specific data that meets your business needs, refer to this material: Customize reports in QuickBooks Online.
Moreover, you can memorize your report to save its current customization settings for future use, which you can also send on a recurring schedule via email.
Revisit the Community forum when you have additional inquiries when running and customizing different reports in QuickBooks Online. I'm always here to assist you.
This will work. I was hoping for a report that only showed unassigned charges, but it did not take long to glance over and see if there were any not assigned. Thanks
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