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Julie003
August 16, 2022
Question

Billable Expenses and Customer payments

  • August 16, 2022
  • 1 reply
  • 0 views

We use QB Desktop.  When creating an Invoice for a customer we have Billable Expenses via "Add time/Cost".  The "Expense" Tab is where we are picking up these billable items.  They originate from Journal Entries where line items are Ticked as billable to a specific Customer Job.  What is occurring is not only are these line items appearing in the Billable Expenses list but so are payments made by the Customer.

How is this occurring?  When entering a Customer payment, we are not indicating it is a Billable item.  I don't even see the option to make it billable.  Somehow the system is doing this on it's own.  Does anyone know how to stop this?

1 reply

A
Alex M
August 16, 2022

Hi there Julie003,

 

It's vital that all your transactions be entered correctly so your books can be well balanced. QuickBooks Desktop is a great tool able to help you keep track of purchases so you can bill them to your customers. I can point you in the right direction for assistance for transactions showing as billable when they shouldn't.

 

For help with transactions showing up as billable when they shouldn't be appearing that way, I recommend reaching out to the QuickBooks Desktop support team. they'll be able to analyze the transactions in question as well as the settings in your software to make sure only the transactions needed appear billable. You can reach them using the methods provided in the QuickBooks Desktop software support policies.

 

If you have any other questions, feel free to reach out here.

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