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drubinoff
September 5, 2023
Question

Keep time or unlink it when deleting billable time from an invoice?

  • September 5, 2023
  • 1 reply
  • 0 views

When I remove a billable time entry on an invoice, I receive a popup question, "Would you also like to unlink the billable time?"

Should I select "No, keep it" or "Yes, unlink it"?

What is difference? What is impacted by one option vs the other?

I can't find anything online about this question or on QBO help.

Thanks!

    1 reply

    J
    JamaicaA
    September 5, 2023

    Good day, @drubinoff. I appreciate your initiative to find answers to the popup questions and choices you encountered when attempting to delete billable time from an invoice. Let's go over them one by one.

     

    The prompt "Would you also like to unlink the billable time?" that appears when removing a line item on an invoice is used to confirm if you want to remove this entry from the transaction.

     

    Choosing between "No, keep it" or "Yes, unlink it" depends on your needs and preferences. However, if your goal is to make the billable time unbilled, unlink it. Otherwise, retain it if you need to include this on your invoice.

     

    Adding the Billable time as an invoice line item makes it easier to track the payments since they're associated. On the other hand, you may receive an error if you delete it without another item on the sales form upon saving.

     

    For more hints on handling billable expenses and unbilled charges, review these resources:

     

     

    If you have any other follow-up questions about removing a line item or invoicing billable time, add them below. I'm more than happy to help you again. Keep safe!

    M
    mweeks
    December 18, 2023

    I use this feature a lot, I like to keep the billed time linked but I will delete the line item off the invoice.

     

    However, in the NEW format, we do not get this question. It's either unlink or cancel. How can I use the NEW invoice format but still delete time without unlinking it?

     

    Thanks!

    J
    JamesAndrewM
    December 18, 2023

    I'm delighted to see you here joining the thread and sharing details of your concern. I understand you want to use the NEW invoice format but still delete time without unlinking it. Allow me to chime in and impart insight that could help you get through this.

     

    In the new format of QuickBooks Online, if you want to delete a line item from an invoice without unlinking the billed time, you can instead remove Billable time from the linked transactions. I will attach screenshots for better reference. 

     

    From the invoice page, if you click the trash icon beside the line item, you will receive a prompt stating that if you delete the line, you will have to unlink the Time Activity, which will remove all other lines associated with this transaction.

     

    Otherwise, removing the Billable time will let you keep the Time Entry. Here's how:

     

    1. From the transaction page, select the Linked transactions under the INVOICE.
    2. Click Remove on the Billable time.


       
    3. A prompt will appear to save the transaction. Pick Yes.


       
    4. Select Save and Close.

     

    You can then check the Time entry you kept even after unlinking the transaction.

     

    I'm adding these articles you can use in the future:

     

     

    If you have any further questions or need additional assistance with managing billable expenses, feel free to post here again. I will always be around to help. That's it for now. Stay safe!

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