cancel
Showing results for 
Search instead for 
Did you mean: 
Level 2

Is there some way to clear all, ancient Unbilled Activities?

My client recently switched from Desktop to QBO.  The data transfer carried forward all "Unbilled Activites".  I can understand why this happened, as the client would allocate to her customer purely for costing comparison but never phyically cleared the unbilled section.  On Desktop this was not an issue.  

On QBO these 6168 (dating back to 2011) transactions show up on all customer reports.

The "balance" on these transactions is R0.00 ..... Is it safe to "Invoice" all these transactions?  If the balance is R0.00 will a zero invoice be created?  And NOT mailed to the clients?

Thank you

Mandy

2 Comments
Highlighted
Level 1

Is there some way to clear all, ancient Unbilled Activities?

Hi Mandy,

Let me show you how to deal with this in QuickBooks.

It is safe to create an invoice as it is the only way to clear the unbilled activities. Make sure that the invoice total will be zero. 

  1. Go to Sales.
  2. Click All Sales
  3. Click on Filter drop-down button. 
  4. Select Unbilled income on Type.
  5. Click Apply.
  6. Select the transaction you would like to create an invoice.
  7. Click on Batch actions drop-down button and click Create invoices.
The invoice created will not be sent to your clients automatically.

Feel free to read this article for more information: Automatically Invoice Unbilled Time Activities.

Don’t hesitate to leave a comment below if you have any other questions. 

Highlighted
Level 10

Is there some way to clear all, ancient Unbilled Activities?

There is a feature to  batch remove unused billable expenses, but it may not work for those brought in from Desktop

https://community.intuit.com/questions/1366993-how-do-i-delete-old-unbilled-expenses-and-time-charge...