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JDM100
December 19, 2023
Question

Billable line created from entering a PO in Quickbooks Online

  • December 19, 2023
  • 4 replies
  • 0 views

With the latest updates with QBO, a billable line is now created when a purchase order is created.  Previously, these billable lines were only created when a bill was entered and marked billable.  How do you stop this billable entry from happening when a PO is created?

    4 replies

    J
    JamaicaA
    December 19, 2023

    Good day, @JDM100.

     

    Having the option to determine whether an item is billable or not to customers is imperative. I see that the latest updates can be overwhelming.

     

    Our goal is to cater to all business needs. If enough users request this feature, our product developers can consider adding it in future updates. Follow the steps below to submit:

     

    1. Go to the Gear icon.
    2. Under the Profile column, select Feedback.
    3. Share your suggestion, then click Next.

     

     

    Visit this website to track your requests. Our blog will also update you with recent events and developments.

     

    Here's an article that will walk you through emailing or modifying the status: Create and send purchase orders in QuickBooks Online.

     

    See this guide to learn more about connecting the PO to a bill or expense: Add purchase orders to expenses, bills, or checks in QuickBooks Online.

     

    I'm always here to listen if you have other concerns about purchases or bills. You're always welcome to post again. Have a fantastic day!

    J
    JDM100Author
    December 19, 2023

    I am not looking for an improved tool with new features.  I am simply looking to go back to the way the tool was prior to the recent changes where each PO creates a billable entry.  I am now unable to simply pull up the unbilled activity and invoice off of this activity since it includes lots of billable events that are in error coming from the PO.  Why  has this started happening?  And, how can I turn it off? 

      A
      ArielI
      December 19, 2023

      Hello there, @JDM100.

       

      I am here to assist you in achieving your goal. 

       

      To provide you with the most effective solution, it would be helpful if you could kindly share the specific error message or attach a screenshot. This will enable me to better understand the issue and provide you with accurate guidance.

       

      I would greatly appreciate it if you could share any additional information that you might have. I am eagerly looking forward to your response.

      A
      AW1921
      January 3, 2024

      I have to agree with JDM100 on this!! The new update has made my life using QBO a miserable experience. It now takes me at least 2-3x the time to create invoices from billable expenses. This needs to be fixed ASAP. FYI, I am already exploring alternative software solutions because of the lack of awareness the support team shows in threads like this and the lack of concern for how this nonsense update has impacted users.

        J
        JDM100Author
        January 3, 2024

        AW1921, good morning.  Not sure why the Quickbooks team can not solve and fix this matter immediately, but here we are having to plow through this very difficult change.  I only hope it was a byproduct change from another tweak and not a change they did intentionally.  FYI, my work around to make the system functional given this matter is to create place holder invoices valued at $0.02 where I link these billables created by POs.  This clears them out of the unbillable system and eliminates the clutter.  Once actual bills come in and true billable lines are in the system for the job, I then use that same invoice to attach the true billable items.  Not the ideal approach, but an essential approach until QBO can fix things.  Hope this insight helps.  Still very much need QBO to solve this matter of billable line items being created when a PO is generated!!!

          A
          AW1921
          January 3, 2024

          Thanks JDM100 for the work-around. I was doing invoices this morning so this was top of mind. As I was working through, I found an even more concerning issue. On 2 projects, the PO has been fully received and closed BUT now both the PO and the Bill show up as billable. I've tried everything I can to think of to get these 2 POs off the billable list. Not sure why these 2 did this and a host of others did not. Been using QBO for 4+ years and this has been hands-down the worst software change they have ever made. 

          C
          cv19
          January 31, 2024

          I am experiencing this same issue and it's creating confusion! Not only is each PO duplicating into a billable expense charge, but each line item of each PO is creating a billable expense charge. Has this issue been resolved yet?

          J
          JDM100Author
          January 31, 2024

          cv19,

           

          No, this issue of PO entries created billable line items has not been resolved.  I am not sure why it continues to be an issue that remains unresolved, but it appears to not be a priority for the Quickbook folks to resolve.  If only they knew how significant and impactful this issue is on the entire tool.  We and others have continued to reach out to them to explain the severe impact. I suggest you do the same so we can get this resolved as soon as possible!!

          A
          Adreanline
          February 13, 2024

          I was able to find another work around that will help me going forward.  If you select the COG icon from the Top Right of the screen.  Then select Lists > Products and Services.  I have a large list of items that I use from Raw Material to purchased items to fabricated components.  If I select each one of those and scroll down there is a field name "Description" and it includes a phrase "I Sell this product/service to my customers" If you uncheck the box it will not create a billable expense.  I don't know what this changed but it does help with the problem

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