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arkvalleyinfo
December 11, 2018
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Can I remove the billable column in a general journal entry or at least not have it automatically checked off when I put in a customer's name?

  • December 11, 2018
  • 2 replies
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Original commenter did not share additional details
Best answer by arkvalleyinfo

Hi Sara38,

We currently don't have an option in QuickBooks to remove the Billable column when entering journal entries. However, you can change the setup of your company preferences so it will not automatically check the box after choosing a customer. To do this, please follow these steps:

  1. Go to Edit at the top menu bar.
  2. Select Preferences.
  3. Choose Time & Expenses on the left pane.
  4. Go to the Company Preferences tab.
  5. Under the Invoicing Options section, remove the check mark for Mark all expenses as income.
  6. Click OK.

Let me know if you have other questions.

2 replies

A
arkvalleyinfoAuthorAnswer
December 11, 2018

Hi Sara38,

We currently don't have an option in QuickBooks to remove the Billable column when entering journal entries. However, you can change the setup of your company preferences so it will not automatically check the box after choosing a customer. To do this, please follow these steps:

  1. Go to Edit at the top menu bar.
  2. Select Preferences.
  3. Choose Time & Expenses on the left pane.
  4. Go to the Company Preferences tab.
  5. Under the Invoicing Options section, remove the check mark for Mark all expenses as income.
  6. Click OK.

Let me know if you have other questions.

    P
    P135_2
    January 4, 2019

    This does not work for me with Credit Card Items assigned to jobs. It still automatically selects billable when customer job is selected. 

    qbteachmt
    qbteachmt
    January 4, 2019

    @P135_2

     

    Notice the Preference setting is for "expenses." That means the Expenses tab of bills, Checks, Credit Card Charge, etc. What you need to do for Job Tracking is use Items on the items tab, and that setting does not affect the items tab. It also doesn't affect JE, because there is no Expenses tab there, and these are not Job-related transactions types. Job Tracking means using Items (products, services, noninventory, other charges) and Assigning Job Name as directly related to that project name. You don't use JE with Names, and you cannot list Items on a JE at all. They are not the right transaction type for what is being asked.

    qbteachmt
    qbteachmt
    December 11, 2018

    You really should not be using JE when a Name also is used.

    What you are describing is either AR or Job tracking, and none of that is done in a JE.

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