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H
HCYT
March 29, 2022
Question

Billable Expense Charges

  • March 29, 2022
  • 1 reply
  • 0 views

Hi

After uploading our data to QBs online I have noticed some "Billable Expense Charges" have appeared on some of our customer accounts. I believe this has happened as when the purchase invoice was put onto our QBs desktop the previous person in my role tagged the customer and then ticked on the bill box (this shouldn't have been done as we manage our invoicing through a separate system). These transactions date as far back as 2013 and are definitely not billable.

I have read through the FAQ that says to go through the money bar at the top of the customers page and click unbilled activity and they can be deleted from there however that only shows transactions going back 365 days and the last date on these transactions is 2020.

I have also tried looking at the invoice in QBs online but that information isn't there to untick/remove the tag.

Is there anyway to delete them without creating the invoice and then crediting them off?  There are 977 transactions in total and I don't want them appearing on the customer history if at all possible

Thanks for your help

1 reply

JoesemM
JoesemM
March 29, 2022

Thanks for reaching out here and providing detailed information about your concern, @HCYT.

 

Since these transactions are dated as far back as 2013 and get problems when they import the transactions, I'd suggest contacting our Customer Support Team. They can pull up your account and help you fix these transactions.

 

Here's how to reach them:

 

  1. Sign in to your QuickBooks Online (QBO) company.
  2. Go to the Help menu.
  3. In QB Assistant, enter the topic you need help with. You can also enter questions.
  4. Select Contact Us to connect with a live support agent.
  5. Choose the Start a chat option.

 

I've also added these articles, to know more about tracking business expenses:

 

 

I'm just around if you need anything else. Just reply below or post new questions, and I'll gladly help. Take care, and have a good day ahead, @HCYT.

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