Switched to QB Online and cannot remove unbilled expenses
A few months ago I upgraded switched to QB Online Simple Start. I understand that Simple Start is pretty basic and that is usually all that I need. However, now I cannot make customers inactive because of old unbilled charges/expenses that were created in QB Pro Desktop. I've search and searched and typically am directed back to going to 'All Sales' and 'Unbilled Activity', however, I don't have any option to view Unbilled Activity in my All Sales screen (I am guessing this is a limitation of using Simple Start?).
When I filter by customer, I do see some old transactions with a Status of Open and Type of Billable Expense Charge but don't seem to be able to go back and unmark them as not billable (side note, I'm not sure if it is a bug but when I try to filter on the "open" status, it keeps saying that there are no matching transactions, but if I set the status filter to "All" and filter by Customer, I see there are clearly "Open" transactions). When I click on the old Billable Expense Charge, a small pane opens on the right that simply tells me when the Billable Expense Charge activity was created (for some they are over a decade old) and there is an Edit button.
Clicking on the Edit button opens a Billable Expense window which doesn't give me many options. There is a link to the associated Expense and when I click on that, the Expense window opens. If I click on the 'More' button at the bottom, my options are: Copy, Void, Delete, Transaction journal and Audit History.
If I try to delete it, I get a warning that the transaction has been reconciled and deleting changes could put me out of balance. I should also note that the transaction is so old that the Payment Account is inactive as I no longer have that credit card so I also get a warning that says "The transaction is linked to an inactive account."
Here is a screen capture of what I am describing above: https://drive.google.com/file/d/1zkKVd65eSOgtl7C-M_c8xnnHlKilYyeQ/view?usp=sharing
Is it safe to delete the Expense or will it throw my accounts out of balance? Do I have any other options to resolve these issues so I can make old customers Inactive?