Unbilled Costs by Job

jdrichardson · ‎July 03, 2024

Good morning,

I am expanding my horizons with the QuickBooks Desktop program looking at various items I have not seen or used before. Very interesting of all the helpful things, I see that I have never used that could be of benefit to me.

One link I notice today was "Unbilled Costs by Job" under the Receivables Reports. I have four entries from 2018. I guess the first question is how they got here and what is this. 2nd, how do I clear these items or correct the entries?

Thanks!

jeanbiverly_ · ‎July 03, 2024

Good morning, @jdrichardson. It's great to know that you're exploring QuickBooks Desktop (QBDT). Let me give you some details about the Unbilled Costs by Job report.

When you record job-related expenses or time activities in QBDT but haven't invoiced them yet, you'll see them in the Unbilled Costs by Job report. This report shows the costs you've incurred for jobs that haven't been billed to your customers.

Since there are only four transactions involved, you can edit each one by opening them from the report and unchecking the Billable checkbox. I've attached a screenshot for your reference.

If you decide not to enter job-related expenses in the future, you can uncheck the Mark all expenses as billable checkbox. Here's how:

Navigate to the Edit menu and choose Preferences.
Select the Time & Expenses menu.
Open the Company Preferences tab.
Untick the Mark all expenses as billable box.
Once you're finished, click OK.

In case you want to personalize your reports, check out this article for more guidance: Customize reports in QuickBooks Desktop.

I'm still ready to back you up if you have any other QBDT-related concerns. Just leave a comment below. Take care, and have a great day!

View solution in original post

jeanbiverly_ · ‎July 03, 2024

Good morning, @jdrichardson. It's great to know that you're exploring QuickBooks Desktop (QBDT). Let me give you some details about the Unbilled Costs by Job report.

When you record job-related expenses or time activities in QBDT but haven't invoiced them yet, you'll see them in the Unbilled Costs by Job report. This report shows the costs you've incurred for jobs that haven't been billed to your customers.

Since there are only four transactions involved, you can edit each one by opening them from the report and unchecking the Billable checkbox. I've attached a screenshot for your reference.

If you decide not to enter job-related expenses in the future, you can uncheck the Mark all expenses as billable checkbox. Here's how:

Navigate to the Edit menu and choose Preferences.
Select the Time & Expenses menu.
Open the Company Preferences tab.
Untick the Mark all expenses as billable box.
Once you're finished, click OK.

In case you want to personalize your reports, check out this article for more guidance: Customize reports in QuickBooks Desktop.

I'm still ready to back you up if you have any other QBDT-related concerns. Just leave a comment below. Take care, and have a great day!

jdrichardson · ‎July 05, 2024

Thank you for the help... as with most things I do not see the simple things... looking for something more complicated.

VoltF · ‎July 05, 2024

Hi there, Jdrichardson.

I'm glad to know that my colleague was able to provide the appropriate information about the Unbilled Costs by Job report in QuickBooks Desktop.

Please let me know if there's anything else you need help with other concerns. Have a great day!

carlthomsen

Can someone please tell me how to have the unbilled job costs report include unbilled time?

Thank you.

MsNorthPND18

I can see how important it is for you to pull up the Unbilled Job Cost report that includes the unbilled time in QuickBooks Desktop (QBDT), Carl. Let me share more information about these reports.

The Unbilled Costs by Job report displays the costs you assigned to a specific customer or job but have not yet billed as reimbursable expenses.

Adding the unbilled time to this report is not an option for now. The good thing is that you can pull up the Time by Job Detail report. This report lists each time activity and shows whether the work is billed, unbilled, or not billable.

If you need to combine the information, export both reports to Excel. Then, make the necessary modifications from there. To export:

Select the Excel dropdown menu from the report's page.
Tap on Create New Worksheet or Update Existing Worksheet.
If you see a message that says your report has too many columns, select Advanced, then uncheck the Space between columns checkbox.
Select OK.
Tap OK when you're ready to export.

You can also check out this article for more information: Export reports as Excel workbooks in QuickBooks Desktop.

If you have other questions while working on your reports, let me know by leaving a comment below. I'm just a few clicks away to help.

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Unbilled Costs by Job