Skip to main content
September 15, 2020
Question

Does anyone know how to get rid of billable charges/unbilled charges without turning them into income? We switched from desktop to online so there is years of billables.

  • September 15, 2020
  • 2 replies
  • 0 views
All of the billable charges are wanting to create invoices most of them are workers comp charges so when we go in and get rid of them they are creating income to our account. we want to avoid that and just do not know the right steps to go about it.

2 replies

IamjuViel
September 15, 2020

Hello, @whitneys4211.

 

You can remove these unbilled charges all at once. I can guide you on how to do it. 

  1. Go to https://qbo.intuit.com/app/managebillableexpense.
  2. Log in to using your QuickBooks Online username and password.
  3. Enter the date you converted your company file.
  4. Click the Save button

Once completed, the system will hide any unbilled expenses created before the date you entered and mark them as Closed. You can read through this article for more step-by-step instructions: How to remove a billable expense charge.

 

Also, you can check this article to know more information about the data that doesn't convert when you migrate your company file: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Get back to us here if you have other questions about managing your transactions. I'm always here to help.

September 15, 2020

Thank you for your response, 

 

I have 2 companies that I use on Quickbooks. The first company I tried to do it that way as far as mass deletion and it worked but my second company will not allow me to do it that way. Would I then have to do it one by one? Also how does that stop them from becoming income? 

katherinejoyceO
September 15, 2020

Thanks for coming back for more support, @whitneys4211

 

As an additional insight, billable expenses are reimbursable from your customer by way of billing. They will show up as an expense on your books when marking bills, checks, expenses as billable. Then, show as income when invoiced.

 

Hence, the only way you can stop them from becoming an income is to un-apply them to the invoice. 

 

Additionally, you can turn off the billable setting to stop it. However, existing billable expenses will remain until applied to an invoice or unchecked as a billable expense.

 

Here's how to turn off the billable expense:

 

  1. Go to the Settings menu. 
  2. Select Account and Settings, then Expenses.
  3. Under the Bills and expenses tab, click on the pencil icon.
  4. Uncheck the box to Track billable expenses and items as income.
  5. Click Save.

 

Yes, you may delete it one by one if it doesn't allow you to do the mass deletion. By the way, can you please tell me the version of your other account? This way, I can guide you to the right steps in removing them. 

 

For future reference, read through this article: Delete customer with unbilled charges. It helps you manage your customer's billable expenses. 

 

Let me know if there's anything else that you need. I'm always around to help. 

September 6, 2021

Go to YouTube and search "Get Rid of Unwanted Billable Expenses in Batch Trick in Quickbooks Online."  It took me about 2 minutes to "close" 5k of billable expenses.  Lifesaver.

February 4, 2022

I watched the video and did as it said, but when I hit save, it told me that my account has been deleted!

 

 

February 4, 2022

Thanks for joining us here in the thread, @Rita777.

 

In QuickBooks Online, you can't delete an account in the COA if it contains a transaction. The account's status is changed to inactive only. When this happens, you'll no longer see it in your COA. I'll show you how to make accounts active in QBO.

 

  1. Open your QuickBooks Online account.
  2. On the left navigational bar, navigate to the Accounting tab.
  3. Select Chart of Accounts.
  4. Above the View register, you'll see 3 icons. The Pencil icon, Print icon and lastly the Gear icon.
  5. Click the Gear icon.
  6. You'll see boxes that are marked with check. Below the Columns section, you'll see the Other section. Check the box for Include inactive.

 

For visual reference, you can refer on the screenshot below.

 

 



By doing this, you'll be able to view those accounts that you've accidentally changed the status to inactive.

For more information about this, you can refer to this page.

I'll be adding this article to help you manage your accounts in QuickBooks Online.

You are always welcome to post here in the Community if you need help with your QuickBooks-related concern. We'll be more than happy to assist you. Keep safe and enjoy your Weekend!