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Jackie 7074
July 6, 2023
Question

Where can I find/see unbilled expenses after migration to Desktop, the unbilled charges report is only showing items I have posted after moving over a couple of weeks ago

  • July 6, 2023
  • 1 reply
  • 0 views
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1 reply

E
emmam6
July 6, 2023

Hello Jackie, thanks for reaching to the Community! Can we ask you to check your unbilled expenses by following the steps below

  1. Go to Get things done (Take me there).
  2. Change the URL in the address bar from “qbo.intuit,com/app/homepage” to “qbo.intuit.com/app/managebillableexpense''

Do you only see the recent posted items? Thanks

J
Jackie 7074Author
July 6, 2023

I have the option to hide unbilled expenses created before a certain date. I don't want to do that, I want to produce a report to show which customers still have unbilled expenses prior to moving over.

Adrian_A
Adrian_A
July 6, 2023

I appreciate you for getting back to us, Jackie.

 

I'm here to share more information on what data are converted when moving from QuickBooks Desktop to QuickBooks Online (QBO).

 

There are limitations when moving your file to QBO. One of them is the option to convert the unbilled charges. With that, you'll have to reopen the affected transactions manually and then reassign them. Before doing so, ensure that the function to make expenses billable is turned on. Here's how:

 

  1. From the Gear icon, select Account and settings.
  2. Go to the Expenses tab.
  3. Toggle the Make expenses and items billable button.
  4. Click Save, and then Done.

 

If you have lots of transactions to modify, you may reach out to your accountant on the best way to edit the transactions.

 

I've also added these articles on how to get started with QuickBooks Online:

 

 

I'm always around if you need help managing your QuickBooks account.

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