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Zippygal
April 16, 2019
Solved

"Unbillable" charges

  • April 16, 2019
  • 1 reply
  • 7 views

Hi, 

We have a client who is "on contract" in that the company owner is doing a remodel for a set contract amount. Because of this, when I enter charges for bills we receive for supplies and services related to this job, I un-check the "billable" box when I enter a bill. I do not want those unchecked charges flowing to the Invoice where I will bill for "extras" the client has ordered over and above the contract amount. Now I need to know the entire cost of the job including the charges we are not billing to the client. When I run a job costs report it only seems to show those charges I have left the check mark on, as those charges are "extras" they have requested over and above the contract amount as noted above. Where can I find ALL charges for bills and services regardless of whether the billable box was checked or not? I hope this makes sense!! 

Thank you for your help!

 

 

Best answer by MaryGraceS

Hello there, @Zippygal.

 

Good to see you in the Community. You can create the Purchases by Item Detail report to see all the billable and non-billable transactions created for this client. Let me guide you how: 

  1. From the Reports menu, select Purchases.
  2. Choose Purchases by Item Detail.
  3. Click the Customize Report button.
  4. From the Display tab, select the Billing Status column.
  5. Click OK.

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:

That should get you back on track. Drop me a comment below if you have any other questions after following the steps above or while working with QuickBooks. I'll be happy to help you further. Take care!

1 reply

M
MaryGraceSModeratorAnswer
Moderator
April 16, 2019

Hello there, @Zippygal.

 

Good to see you in the Community. You can create the Purchases by Item Detail report to see all the billable and non-billable transactions created for this client. Let me guide you how: 

  1. From the Reports menu, select Purchases.
  2. Choose Purchases by Item Detail.
  3. Click the Customize Report button.
  4. From the Display tab, select the Billing Status column.
  5. Click OK.

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:

That should get you back on track. Drop me a comment below if you have any other questions after following the steps above or while working with QuickBooks. I'll be happy to help you further. Take care!

    Z
    ZippygalAuthor
    April 16, 2019

    Thank you MaryGrace! This is exactly what I was looking for! 

     

    Tammy (Zippygal)

    M
    MaryGraceSModerator
    Moderator
    April 16, 2019

    Hi there, @Zippygal.

     

    You're most welcome! I'm glad to hear that you found it helpful. The Community is always here if you need more assistance with QuickBooks. I'll be delighted to be your guide once again. Have a great day ahead. 

     

     

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