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?


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.

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