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jdrichardson
Level 3

Unbilled Costs by Job

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!

Solved
Best answer 2 weeks ago

Best Answers
jeanbiverly_
QuickBooks Team

Unbilled Costs by Job

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.

 

UNBILLED.png

 

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:

 

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

 

MARKASBILLABLE.png

 

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

3 Comments 3
jeanbiverly_
QuickBooks Team

Unbilled Costs by Job

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.

 

UNBILLED.png

 

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:

 

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

 

MARKASBILLABLE.png

 

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
Level 3

Unbilled Costs by Job

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

VoltF
QuickBooks Team

Unbilled Costs by Job

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!

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