You can run an Uninvoiced Charges report from the "Who Owes You" section in the Reports tab. When the report loads, select Customers in the Group By field. Then you can run down the list and look for the Customer that you are trying to make inactive. By clicking on the Billable Charge that was assigned to that Customer, you can click on Expense (blue hyperlink at top of page) un-select the Billable option once the Expense opens, Save and Close, if you do not intend to Invoice that Customer. If you DO plan to charge the customer, you'll need to create a new Invoice for them, and Add the Billable Expense that will pop open from the right hand side of the Invoice, Save and Send. If there are too many Uninvoiced charges to do this, I recommend contacting your bookkeeper or accountant because we have the ability to "batch clear" those types of older transactions. Hope this helps!
We have our Accountant available this morning to address this issue for us. Does anyone have specific instructions to batch clear un-billed (uninvoiced) charges? Most have originated from vendor invoices, the remaining from expense reports.
We can clear the un-billed charges at once by editing your company URL, Mike. Here's how to do it:
Then, you can review the Uninvoiced Charges report. This will help us confirm that we have finished the process successfully.
I've also added screenshots on how you can do it one at a time.
After that, you can continue making your customers inactive.
Let me know if you need more assistance with this. Have a great day!
Currently, we can only clear the un-billed charges one at a time, Mike. Here's how to do it:
Has the tool to batch-delete unbilled expenses, as described in the following link, been removed?
01-30-2019 11:04 AM
Re: How do I remove a mass amount of unbilled expenses?
If you have a lot of unbilled expenses, the best way to remove them is to go to your Dashboard. On the top of your screen where the URL is, remove "homepage", and put this in your URL after "/app/" managebillableexpense So your URL will say: c__.qbo.intuit.com/app/managebillableexpense
Then you can choose the date that you want these unbilled charges to be removed
We have several years worth of unbilled expenses so I tried the method below:
If you have a lot of unbilled expenses, the best way to remove them is to go to your Dashboard. On the top of your screen where the URL is, remove "homepage", and put this in your URL after "/app/"managebillableexpense . Then you can choose the date that you want these unbilled charges to be removed.
It appears that the process times out and gives me this message:
I appreciate you trying the recommendation provided by my colleague, mgiampietro.
The time to convert the billable expenses to non-billable will depend on how many transactions are being processed.
To verify if this is completed, you can run and customize the Uninvoiced Charges report.
Moreover, if you get the Something’s not quite right. Please wait while we are converting Billable Expenses to non-billables.psng534 message again when running the tool, you can open your QuickBooks Online account in a private browser or Chrome's incognito window. This is a feature in the web which allows you to browse without storing any data history.
Here's how to open a private window:
If this works well, you'll need to go back to the main browser and clear its cache. This will boost the performance of your browser and the application as well.
Keep me posted on how these steps work out for you. I'll be glad to help you some more if need be. Have a good one.
Hello there, @cfitzpatrick,
I appreciate you for attaching a screenshot above.
We've received reports about the error you're getting when removing the unbilled expenses. Rest assured that our product engineers are actively working to have a permanent fix.
I'd suggest contacting our Customer Support Team. They can add your company to the list of affected users, so you'll get updates via email. They are available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). Here's how:
Once resolved, I recommend running the Unbilled Charges report to view all the customer charges you haven't invoiced yet. Just go to the Reports menu and locate it under the Who owes you section. The screenshot below serves as your visual guide.
I'm just a comment away if you have other concerns. Enjoy the rest of your day. Keep safe.
i'm having the same problem as all thse other folks. can't deactivate customers who were migrated from desktop to subcustomers with unbilled charges..like 80000 of them. This guys has been in business for a long time and didn't link his charges to the invoices to the customers. The tech support call back didn't have a clue. i'm happy to read there is a batch process for unhooking all those unbilled charges. but in reading down the list..maybe there is a bug in this process? also..i can't read the screenshots you post...can you send the links to those directly to me? [email address removed]
Thanks for joining us here today, @smb2020.
I'll share some information about the billable charges. There are ways to delete these charges. However, if you're using QBO Plus, you can batch mark these expense charges by following the steps below.
The above steps, will hide unbilled expenses and mark them as closed without having to create an invoice. Learn more about the other ways in deleting unbilled charges in this article: Delete customers with unbilled charges.
About the above screenshots, you can find them when you pull up the report. Just go to Reports, and then type Unbilled Charges in the Find report by name field.
Here's how it looks like:
If you need help with other tasks in QBO, feel free to browse this link here. It has our general topics with articles that'll guide you along the way.
Don't hesitate to drop a comment anytime if you still have questions or concerns with billable charges. I'll be happy to answer them for you. Take care and have a great weekend ahead.