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March 29, 2024
Question

How can I batch clear unbilled time charges that have appeared after migration.

  • March 29, 2024
  • 2 replies
  • 0 views
Can not make customers or vendors inactive with these unbilled charges.  We need Engineering Services or Data Services help with this issue please.  SOS

2 replies

March 29, 2024

Let me walk you through how to inactivate customers or vendors with unbilled charges, @DB6797.

 

In QuickBooks Online, you can't directly inactive a vendor or customer if they have unbilled charges. It's a built-in feature to ensure accurate accounting and prevent errors.

 

To clear your customer's or vendor's billable time charges, you can convert it to an invoice, make it non-billable, or delete it. 

 

To convert the billable time charges to invoices:

 

  1. Hover to Sales, then select Customers.
  2. Double-click the customer you'll want to inactivate. 
  3. Look for the billable time charge, click Convert to invoice, then Save

 

 

To make it non-billable or delete:

 

  1. Hover to Sales, then select Customers.
  2. Double-click the customer you'll want to inactivate. 
  3. Look for the billable time charge and click Edit.
  4. Uncheck the box in the Billable column, then click Save
  5. If you want to delete it entirely, click Delete

 


Now, we can inactivate your customers and vendors. Please see the attached screenshot for visual reference. 

  


Meanwhile, you can contact our QuickBooks support if you still want to connect with our data services team and for further guidance in taking the steps provided above. 


To reach our support team:
 

  1. In your QuickBooks Online account, go to the Help menu.
  2. Hover to the Search tab, then click Contact Us.
  3. Type in a short description of your issue and concern in the box provided.
  4. Click Continue.
  5. Select the Chat or Callback option.

 

Furthermore, you can visit these resources to handle your customers, vendors, and transactions in QuickBooks Online efficiently: 

 

 

I'm always here to assist you further with inactivating your vendor or customers and managing unbilled time charges. You can use the reply button to submit your comment. Your experience is our priority.

DB6797Author
March 31, 2024

Thank you. I understand the process you have outlined however we have thousands of transactions to clear. Years friom 2005 thru current. Which is why we are asking for an alternative means to accomplish this clearing quickly so we can continue using Quickbooks.

I have reached out for help through your outlined methods,. So far we have not found anyone who can help.

March 31, 2024

Thanks for getting back here at the Community, @DB6797.

 

Allow me to share some information about batch deleting unbilled time charges in QuickBooks Online (QBO).

 

Currently, deleting multiple unbilled time charges in QBO is unavailable. You will have to go to each transaction and delete it manually.

 

In case you want this feature to be included in QBO, I suggest sending feedback to our product engineers. This will help our engineers understand how they can enhance existing features and create new ones to better serve our customers.

 

Here's how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

You may also consider looking for a supported third-party application that can help you with batch deleting unbilled time charges in QBO.

 

Moreover, I'm adding this article as your reference for deleting customer with unbilled charges in QBO: Delete customer with unbilled charges in QuickBooks Online.

 

Return to this post if you have other concerns about deleting your unbilled time charges in QBO. The Community is always here to help.

May 21, 2024

Has this been resolved yet? I need all "time charge" to have the billable box unchecked. Can Quickbooks run a batch job to clear all at once? we have over 35k that need the checkbox unchecked. 

May 21, 2024

I can see the benefit of unchecking the billable box all at once using QuickBooks Online (QBO), @SBerky. I have some insights about this.


We want you to know that QBO does not have the capability to perform batch actions as per your requirement as of now. We acknowledge the importance of this feature for you, and we will appreciate your valuable feedback. This way, the product developers will review your suggestion and consider it for future product enhancements. To submit your suggestion, you can follow these steps:


1. Select the Gear icon, then choose Feedback.
2. Type in your comments or product suggestions.
3. After that, click Submit feedback.

 


Moreover, see this article as a guide when managing customers and vendors using QBO:
 

 

Please don't hesitate to reply below if you have any further questions or issues related to handling billable transactions in QBO, please feel free to ask. Stay safe!