Skip to main content
T
tswanson
October 29, 2024
Question

Is there a way to clear out old Unbilled transactions? I am currently cleaning up 2 years worth of transactions on the Unbilled Charges Report; clicking one at a time.

  • October 29, 2024
  • 2 replies
  • 0 views
I only want to clear out old transactions that are showing in the individual Unbilled reporting.

2 replies

Bryan_M
Bryan_M
October 29, 2024

Welcome to the Community space, @tswanson. 

 

Currently, clearing the unbilled transactions at once is unavailable in QuickBooks Online (QBO). However, you can click them one at a time in the Unbilled Charge report. Then untick the Billable (hr) and Delete them manually.


 

 

 Or convert them to invoices and delete them at once. Here's how:

 

  1. Go to Sales, then select Customers.
  2. Click the dropdown icon of the Type field and select Unbilled Income from the Transaction List section.
  3. Then, click the Convert to invoice for each unbilled charge.
  4. After that, pick the Save and Close tab.
  5. Perform this for all of your customers who have unbilled charges.
  6. Once done, go to the Invoices tab.
  7. Change the Status to Unpaid and modify the Date where the unbilled charges are dated.
  8. Tick the box of each invoice. Then, click Batch Actions and select Delete.
  9. Select Delete from the prompt message.

 

In the meantime, I recommend suggest sending feedback to our product engineers. They can use this as a reference to enhance the existing features and create new ones to improve your experience.

 

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

 

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

T
tswansonAuthor
October 31, 2024

Honestly, no, this did not help.  I am already having to click one transaction at a time, which really means 4-5 clicks with a delay between each to clear one transactions.  I pay way to much $$ for this subscription to continue getting subpar options and still can't confidently say I trust the reporting and details for my jobs.  This needs to be addressed by the programmers and start helping the consumer better utilize our time and energy keeping up with our business rather than reworking a delayed and broken process.  I wish I had never moved over from the desktop version.  I at least trusted the data and could toggle between screens.

    J
    jeanbiverly_
    October 31, 2024

    Hello, @tswanson. Thanks for sharing your input with us. I can understand how frustrating it must be to deal with delays and the extra clicks required to manage your transactions. It's important that you feel confident and satisfied with the tools you're using to run your business.

     

    Your experience highlights some significant areas for improvement, and I want you to know that your concerns are valid. We genuinely appreciate your insights, as they play a crucial role in shaping the future of QuickBooks Online (QBO). I highly encourage you to send feedback to help us prioritize the features that matter most to our users.

     

    Here's how:

     

    1. Log in to QBO.
    2. Go to the Gear icon and choose Feedback.
    3. Enter your comments or suggestions.
    4. Click Next to submit.

     

     

    In the meantime, you can consider following this workaround to hide unbilled expenses and mark them as closed without having to create an invoice.

    1. Sign in to your company and go to any page.
    2. Change the URL in the address bar to qbo.intuit.com/app/managebillableexpense.
    3. Enter the appropriate date, then Save.

     

    If you have any other thoughts or if there's anything else I can assist you with, please don't hesitate to reach out. Your satisfaction is important to me, and I'm here to support you in any way I can. Take care.

    D
    dlozica
    April 24, 2025

    Yes, there is, and it is magical.  In QBO, change the URL to qbo.intuit.com/app/managebillableexpense.  Then put today's date, and click save.  Problem solved.

     

    https://www.youtube.com/watch?v=n5rDaz5ZdMY

    Terms & ConditionsAccessibility statement