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dmflick
Level 2
posted
‎May 27, 2022 06:59 PM
last updated ‎May 27, 2022 6:59 PM

Errors with timesheet data in invoice. How do I delete/void the invoice and restore the time as unbilled?

We missed that the timesheets are no longer pulling in the correct data and invoices were sent that are incorrect.  The Notes were stripped and the line items were combined into a single entry so there is no good way I can think of to figure out which item was billed/not billed.  I need to be able to delete/void the invoices and re-create them but when I select delete, I get a pop up that "There are reimbursable expenses on this invoice/sales receipt.  Deleting it will not change the billed state of those expenses.  Do you want to delete it anyway?" I am fairly confident that if I delete the invoice the time data will still be marked as billed and we will loose the information.  Any ideas on how to revert the time entries to an unbilled state when you don't know what they are exactly?  I tried selecting void and did not get the message but I am worried that if I save I will lose data.  I made a backup and may try some experimenting but hoping someone here knows an answer.

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Best answer May 27, 2022
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JonpriL
Moderator
Moderator
‎May 27, 2022 08:59 PM

Errors with timesheet data in invoice. How do I delete/void the invoice and restore the time as unbilled?

Hi there, @dmflick.

 

I'll help restore your unbilled timesheets in QuickBooks. To give you a heads up, I'll be sharing references for QuickBooks Desktop US assuming this is your product upon saying you've restored a backup copy of a company data.

 

Yes, deleting the billable invoice will not revert the timesheet to an unbilled entry. With this, let's pull up a report showing all your billed timesheets and compare it to the billable invoices. This way, we can determine which ones are the errors and get rid of them. To do so, here's how you can customise one of your time activity reports:

 

  1. Go to Reports.
  2. Select Jobs, Time & Mileage.
  3. Choose Time by Name.
  4. Click Customise Report.
  5. Under Filters, choose Billing Status.
  6. Select Billed for the Billing Status menu.
  7. Click Ok.

 

From here, select the amount of the billed timesheets in question to open the transaction detail. Now you can compare them to the billable invoices before deleting them. Once done, go ahead and recreate the billable timesheets based on the transaction detail shown on the report and send them to the billable customers accordingly.

 

Then, here are the methods you can use in accepting the payment from your customers: The Different Ways to Track Customer Transactions in QuickBooks Desktop. You can also use some of the subtopics in this reference to keep your sales activity all in one place.

 

If there's anything else that I can help you with aside from restoring billable timesheets in QuickBooks, please let me know by tagging my name, @JonpriL, in the comments below. Take care always, @dmflick!

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2 Comments 2
dmflick
Level 2
‎May 27, 2022 07:13 PM

Errors with timesheet data in invoice. How do I delete/void the invoice and restore the time as unbilled?

No go on the void.  I tried that and the time was lost.  I restored from backup.  Hoping someone can help.

Reply
JonpriL
Moderator
Moderator
‎May 27, 2022 08:59 PM

Errors with timesheet data in invoice. How do I delete/void the invoice and restore the time as unbilled?

Hi there, @dmflick.

 

I'll help restore your unbilled timesheets in QuickBooks. To give you a heads up, I'll be sharing references for QuickBooks Desktop US assuming this is your product upon saying you've restored a backup copy of a company data.

 

Yes, deleting the billable invoice will not revert the timesheet to an unbilled entry. With this, let's pull up a report showing all your billed timesheets and compare it to the billable invoices. This way, we can determine which ones are the errors and get rid of them. To do so, here's how you can customise one of your time activity reports:

 

  1. Go to Reports.
  2. Select Jobs, Time & Mileage.
  3. Choose Time by Name.
  4. Click Customise Report.
  5. Under Filters, choose Billing Status.
  6. Select Billed for the Billing Status menu.
  7. Click Ok.

 

From here, select the amount of the billed timesheets in question to open the transaction detail. Now you can compare them to the billable invoices before deleting them. Once done, go ahead and recreate the billable timesheets based on the transaction detail shown on the report and send them to the billable customers accordingly.

 

Then, here are the methods you can use in accepting the payment from your customers: The Different Ways to Track Customer Transactions in QuickBooks Desktop. You can also use some of the subtopics in this reference to keep your sales activity all in one place.

 

If there's anything else that I can help you with aside from restoring billable timesheets in QuickBooks, please let me know by tagging my name, @JonpriL, in the comments below. Take care always, @dmflick!

Reply