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ian9
June 28, 2019
Question

Having migrated from Desktop to Online it has brought over hundreds of 'Billable Expenses' which I won't be billing and need to delete. How do I do this?

  • June 28, 2019
  • 2 replies
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2 replies

JanyRoseB
June 28, 2019

Hello there, @ian9.

 

Let me help guide you on how to delete billable expense that was imported in QuickBooks Online (QBO) for UK. 

 

To do this, please follow these steps:

  1. From the left menu, select Sales.
  2. Click Unbilled Activity.
  3. Select the name of the customer the charge was marked billable to.
  4. In Transaction List, select the billable expense charge you need to delete.
  5. Select Expense (or Cheque) at the top. This redirects users to the specific transaction marked as billable.
  6. Find the items you marked as billable.
  7. Uncheck the box in the Billable column. For billable checks, you need to select the Check link at the top to open the transaction.
  8. Select Save and close.

 

 

To find out what data doesn't convert when you migrate from QuickBooks Desktop to QuickBooks Online, you can check this article: What data doesn't convert from QuickBooks Desktop to QuickBooks Online?.

 

This should get you on the right track. Feel free to leave a comment below if you have any other questions about the billable expense. I'll be around to help. 

emmam6
March 25, 2024

Hello Community users, we just wanted to pop in and add some information on managing billable expenses.

If you have a lot of  unbilled charges  you can manage then all at once. How to do it:

  1. Go to https://qbo.intuit.com/app/managebillableexpense.
  2. Log in to using your QuickBooks Online username and password.
  3. Enter the date you converted your company file.
  4. Click the Save button

Once completed, the system will hide any unbilled expenses created before the date you entered and mark them as Closed. You can read through this article for more step-by-step instructions: How to remove a billable expense charge.

 

Any questions please feel free to add them here

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