HOW CAN I PULL A REPORT OT SHOW MY EXPENSES THAT ARE NOT BILLABLE, OR THE EXPENSES THAT I FORGOT TO CLICK BILLABLE?

Hi, @Origin-s--Studio. In QuickBooks Online (QBO), there isn’t a built-in report that specifically flags missed billable expenses (transactions where the Billable box should have been checked but wasn’t). However, you can run a customized report to review your expenses and identify any that are currently marked as non-billable.

Here’s how you can do that:

1. Go to Reports.
2. Search for and open Transaction Detail by Account.
3. Click Customize.
4. In the Filter section, set Transaction Type to Expense, Check, or Bill (depending on what you use). Set Customer to All (or select a specific one if needed).
5. In the Columns section, click More columns. Search for and select Billable (or Billable Expense).
6. From the Transaction dropdown, select Line items.
7. Check the box for Product/Service billable Y/N or click on Show more to view additional options. Please refer to the screenshot below for reference.

How to review the results:

• Yes = Billable
• No = Non-Billable

From here, review the transactions marked No entries to determine whether they were intentionally non-billable or if any should have been marked as billable. If needed, open transaction, check the Billable box, and save your changes. 

You can also run the Unbilled Charges report to see what is currently marked as billable and compare it with your expense report for a more complete review.

If you have any other questions about managing expenses or customizing reports in QBO, feel free to reach out. I’m here to help.