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intelm
September 30, 2022
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How do I unmark Billable Expenses in bulk in QB Online Plus?

  • September 30, 2022
  • 1 reply
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Using QB Online Plus, and I have a lot of expenses marked as billable that I would like to unmark in bulk. I do not want to delete the expenses. I just want to unmark them as Billable. How can I do this is bulk?

I tried following the guidance via the link below, but could not find what was required for Step 5 onwards.
https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/remove-billable-expense-charge-quickbooks-online/L27Keynmq_US_en_US

Thanks.
Best answer by JaeAnnC
[company name removed] is implementing QBO Advanced from QBD Enterprise.  We have processed a preliminary migration to test our settings and user roles.  There are "billable" expenses from Desktop payroll and vendor expenses which we would like to remove as billable.  Per the instructions "to remove a billable expense charge", there isn't any "Billable column" to "uncheck".  The payroll expenses are visible to all users.
 
Thank you for any guidance which you can provide. 
Judy

Glad to see you here today, Judy.

 

Since you're having issues unchecking expenses as billable in QuickBooks Online (QBO), don't worry. I've got another way to remove the billable status of transactions all at once. 

 

Unbillable expenses can be hidden in QBO and marked as closed without creating an invoice.

 

To do that:

 

  1. Replace the link on your QBO webpage address bar with this link: https://app.qbo.intuit.com/app/managebillableexpense.
  2. Enter the beginning date of the transactions you'd like to remove the billable status from.
  3. Click Save.

 

Additionally, there are two ways to record bill payments. If you haven't paid the bill yet, you can plan to do so using QBO by setting up an online payment. Or, you can record a payment made with a check, cash, or credit card to keep your books up-to-date.

 

The Community welcomes you anytime for any further questions about billable expenses. Just leave your response below, and we'll be there to answer. Keep safe, and have a great rest of the day!

1 reply

R
Rasa-LilaM
September 30, 2022

I'm glad to see you in the Community, intelm.

 

I appreciate you taking the initial steps in trying to unmark the billable expenses. The result will help us determine how to fix the issue.

 

The ability to uncheck the billable box in bulk is currently unavailable. In QuickBooks Online (QBO), you'll need to open the transaction and perform the actions one at a time.

 

When you go through this process, you'll get messages like "The transaction you are editing is linked to others. Are you sure you want to modify it?" and "Something's not quite right. This transaction is linked to an invoice. Saving this transaction would make the invoice no longer valid. In order to make this change, edit the invoice first, remove this transaction from it and remake this change."

 

Here's how to remove a billable expense:

 

  1. In your company, head to the Sales menu on the left panel ad choose All Sales to open the Sales Transactions page.
  2. Look for the name of the customer the charge was marked billable to and click on it to display the Billable Expense screen.
  3. From there, tap the Bill link to view the transaction details.
  4. On the Bill page, head to the Billable column and uncheck the box.
  5. Click Save and Yes to confirm the action.

 

Follow the instructions displayed to complete the process: "Something's not quite right. This transaction is linked to an invoice. Saving this transaction would make the invoice no longer valid. In order to make this change, edit the invoice first, remove this transaction from it and remake this change."

 

To learn more about removing a billable expense charge, go here. Feel free to browse our online resources for topics and related articles on how to properly manage your expenses, bills, money-out payments, and other vendor transactions.


Post a comment below if there is anything else I can do to help you with QuickBooks or other vendor-related tasks. I'll be back to assist you further. Have a safe and enjoyable day.

B
Beemer2
March 29, 2023

I followed the above steps.  However, I do not have a "Billable" column to "uncheck".  I do have Admin privileges.

J
JamaicaA
March 29, 2023

Hi there, 

 

I'd like to know more about your concerns so I can help you resolve them. I'd appreciate it if you could confirm which account you're using. Is it QBO Plus? Can you also please share a screenshot so we can get on the same page.

 

Know that any additional information will help us provide an accurate troubleshooting for you. I'll be on the lookout for your response. Take care.

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