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R
rebecca39
February 23, 2021
Question

Error: Can't delete old employee used in unbilled charges

  • February 23, 2021
  • 1 reply
  • 0 views
In my "Unbilled Charges" report, all unbilled charges are zero. These are old employees from 2003 and 2004 I want to delete

1 reply

R
rvrfrf
February 23, 2021

Thanks for joining the Community, rebecca39.
 

If you're encountering a "This employee cannot be deleted because it is used in unbilled charges." error message upon trying to make an employee inactive, you can run your Unbilled Charges report to identify each transaction they're linked with, then unlink them.
 

Here's how:

  1. In the left navigation bar, go to Reports.
  2. Enter "Unbilled charges" in your Find report by name search field.
  3. Choose Unbilled charges from the drop-down list.
  4. Click each transaction to open their records. This way you can check if an employee's connected with any unbilled charges. In the event they are, untick your Billable (/hr) checkbox for each one.
  5. Select Save and close.


After addressing each unbilled charge, you can return to your Employees page and delete them by using the ACTION ▼ drop-down arrow, then selecting Make inactive.


If you need to reactivate a deleted worker, use your Gear (⚙️) icon, turn on Include inactive, then hit Make active for their record.


You'll additionally be able to find many detailed resources about using QuickBooks in our help article archives.
 

Please don't hesitate in sending a reply if there's any questions. Have a lovely day!

R
rebecca39Author
February 24, 2021

Unfortunately I have already removed all the "unbilled charges" I am able to from my "Unbilled Charges" report. The problem I have now is a list of 6 "customers" on that "Unbilled Charges" report I can't delete or make inactive. The balances are zero, but there are "time charges" linked to those 6 customers that I can't remove. When I go to the "Customer" under "Sales" then "Customers", I open the customer and see "time charge". All amounts are zero, the only option is "create invoice". When I create the invoice, I see the linked time charge. When I click on the "billable time" there is an option to remove. When I remove the linked "time charge" I am unable to save the created invoice because it removed the line item. Any ideas?

KlentB
KlentB
February 24, 2021

Hi there, rebecca39.

 

I'll make sure that you can deactivate your old employees.

 

To completely remove the time charge, you'll open the transaction from the Customers tab by clicking it. Then, select the Delete option at the bottom to get rid of it. Here's how:

 

  1. Select Sales from the sidebar menu.
  2. Head to the Customers tab.
  3. Choose the appropriate customer.
  4. From the Transactions tab, find and click the time charge open it.
  5. Select Close from the To enter a timesheet, go to TSheets pop-up dialog.
  6. Click Delete at the bottom, then choose Yes to confirm the changes.

You're done and ready, please follow the steps provided by my colleague, ZackE to deactivate your old employees. 

 

Additionally, here are some articles that you can read to help efficiently manage your employees in QuickBooks:

 

Don't hesitate to add a reply to this thread or start a new conversation if you have any other concerns. The Community is open 24/7 and always ready to help.

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