In QBDT, if I add billable expenses to an invoice, and then decide I didn't want them there, I can't delete them without them going away as billable. How to fix?

Answer

Pleased to see you here in the Community, Katherine.

Deleting billable expenses associated with your invoice requires you to make them billable again. Then, you can remove the names under Customer:Job and uncheck the Billable? fields. By doing so, these won’t be linked to your invoice. Let me guide you how.

  1. Go to the Vendors menu at the top.
  2. Select Vendor Center.
  3. Click the vendor’s name.
  4. Find the bill you created for the billable expense.
  5. Make sure the Customer:Job and Billable columns are blank (see the first screenshot below).
  6. Click Save & Close.

Once done, go back to your invoice and click the Add Time/Costs button. The billable expenses will not appear as described by the second screenshot below.

For your future reference, I also recommend running Unbilled Cost by Job report. This is to verify all of your unbilled jobs by customer. Here are the steps:

  1. Go to the Reports menu at the top.
  2. Select Jobs, Time and Mileage.
  3. Choose the Unbilled Cost by Job report.
  4. Go to the Customize Report button.
  5. Choose the Filters tab.
  6. Select the Billing Status in the Filter Selection box.
  7. Choose Not billable or Unbilled.

For more information about additional customization, you can refer to this article: Customize Customer, Job, and Sales Reports.

I’m here anytime you have other concerns. Have an awesome day.

Was this answer helpful? Yes No
Default user avatars original
IntuitRaymondJay , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.