Having the right feature on the software is imperative. At the moment, you'll have to uncheck the Billable box manually.
I will send feedback request directly to our engineers regarding this option. They can consider the feature to turn off the billable box when creating from the Sales Order in the next update.
Also, in case you need some related help articles for your future task, please check this page: Accounts Payable workflows in QuickBooks Desktop.
If there's anything else you need, don't hesitate to reach out.
Thank-you for your reply. I appreciate your willingness to help but I can't agree with the scenario you described and it is not consistent with the logical use of QB for order entry and processing. Nor is it consistent with the purpose of a "billable" item within accounting. It would also create the following problem within QB that would cause the customer to be billed twice for an item:
1. A customer places an order and you create a Sales Order in QB for the items the customer has ordered. Lets say there are 20 items on the Sales Order and you do not have item3 in stock. The purchase price to the customer for item3 is $2.
2. You create a Purchase Order directly from from the Sales Order for item3 at a cost from the vendor of $1. In your scenario, item3 automatically gets flagged as "billable". The purpose of creating the PO from within the SO is to fill in the information directly to avoid errors and save time .
3. When you receive item3 from the vendor, you create a bill and, since item3 is flagged as "billable", you will create an invoice to the Customer for $1. for item3. It doesn't make sense at all to bill the customer for the amount you paid for an item ($1. here) you intend to resell them on a Sales Order at a higher price.
4. When you ship the Customer's order, you create an invoice for the Sales Order and send it to the Customer. As part of that invoice, the Customer is billed $2. for item3.
Do you see the problem here? In this scenario, you would be sending your customer 2 invoices for item3 AND, if that isn't bad enough, the bill you send for $1 tells your customer what you paid for the item.
As I understand it, "billable" expenses are the expenses that are incurred by you on behalf of your customer in performing some work, services or supplies such as travel expenses, or other expenses that are not reflected on a Sales Order from a customer.
So the "bug", be it a software bug or a design bug is that items should NOT default to "billable" simply because you created the PO from the SO. It is a nice feature to be able to see what customer the item is for but this should not automatically flag it as billable. Also, the preference to disable "billable" should actually work.
Can we please admit this is a bug? If not, please try the scenario I described above which proves it.
I would add that even if you just add a PURCHASE ORDER first. Then proceed to receive items + bill it will mark the billable checkbox. (So no sales order, etc.)
All they have to do is add a link on the column label 'billable' to allow you to select all and de-select all by one click. That's all. Easy to solve on the spot in the meantime. Otherwise you have to click 1 by one and with many items -- a pain.
Your understanding of what constitutes a billable item -- is what I believe. They could either add a clear column box to at least make it one click. Ideally they just add an attribute on the item setup for any item to determine whether or not this is 'billable by default'.
One would never bill at cost or in the case of travel or hotel it typically involves pass-thru. I could also see getting prints from a printer -- and passing that thru as part of 'incidentals' expenses.
Thanks for joining this thread, BeanCounter146.
I haven't received any reports about the enhancement of billable check marks on bills.
Let me clears things out for you about disabling the billable check marks on bills in QuickBooks Desktop (QBDT).
QBDT lets you incur expenses to customers when you work for them. That being said, the system will automatically check the Billable field in the Bill page when a customer is assigned to it in the purchase order. See the screenshots below for your visual reference.
You'll want to delete the customer from the purchase order (PO). This will remove the check mark when you create a bill.
I'm adding the What’s new in QuickBooks Desktop 2020 link for additional information. This includes new features and improvements in the product.
Keep me posted if there's anything else you need. I'm always around to help ensure your success.
Thank you and keep safe!
What you are asking (to remove customer name from PO) is as much a pain as unchecking every item in a bill. I am a paper and print broker, and don’t hold inventory. I create a sales order with upwards of 20 items at times. Then create a PO from that sales order to keep it all connected to the client. I upgraded QB long ago to be able to create a PO from a Sales Order. Keeping it all connected to the client, because those items are for that client only.
The solutions being offered are not convenient in any way. I don’t understand why a simple solution like a deselect all box on top of the billable column is not being implemented after so many are requesting this. Obviously there are many here that use QB this very way, and have upgraded to have these conveniences.
Thanks for sharing your thoughts about enhancing your QuickBooks Desktop experience as well as for the benefit of other users, @FR2X-MP.
I'm glad to take note of this and pass it over to our developers. Like you, I'm also hoping to see this in our upcoming releases of features updates.
Right now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on.
Don't hesitate to drop by again if you'd like to ask or share anything about QuickBooks. We're always here to get back to you.
Please add me to the list for this bug-fix. As a home builder, I use both Class and Customer:Job categories for each check, and rarely are these allocated to Expense. They're mostly allocated to Items because it's a capital asset until the building is sold.
Please let us know when this fix is coming, and if it's not on your roadmap please indicate why and when it will be.
Please add me to the list also! I do not want bills to be automatically checked billable !
Yet another complaint. Please listen to your customer feedback. We use Enterprise and have the same problem. Dont understand what the big problem is by offering an option.
Just checking to see if any movement has been made on a solution to prevent everything assigned a customer on a PO to being "billable" by default.
It is unreasonable for us to remove the customer from the PO -- this is how we assign certain costs to jobs. I agree with everyone here, a simple "uncheck all" option on various screens would be a great addition/enhancement/bug fix/whatever you want to call it.
I can't believe this is still not fixed. This is a major bug that needs to be handled asap. Your use of the customer field is not acceptable as we are required to track every purchase to the vendor and customer to maintain legal compliance. We deal with single customer orders that may result in 2000 different line items from 300 vendors. This is a problem that is costing us hundreds or even thousands of dollars in labor to "simply uncheck" the boxes. These needs to be corrected immediately.