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barbatrapid
February 20, 2020
Question

Should a vendor be deleted because it is used in unbilled charges. How can you make a vendor inactive? Not ALL vendors are "Billable Charges?" Like electric bill?

  • February 20, 2020
  • 1 reply
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1 reply

M
MirriamM
February 20, 2020

It's nice to see you again here in the Community forum, @barbatrapid.

 

Every business has a different structure, and it also goes the same way with recording data. To ensure the transactions are properly tracked, I suggest reaching out to your accountant to help determine the right thing to do. 
 

Moreover, to make a vendor inactive, here's what you'll need to do:

  1. In the left menu, click Expenses. 
  2. Go to the Vendors tab. 
  3. Locate the name of the vendor and choose Make inactive in the drop-down menu under Action column. 
  4. Hit Yes to confirm. 

In case you need tips in the future, visit our QuickBooks Help Articles site. 

 

You can get back to me anytime you have additional questions in QuickBooks by posting your response below. I'll do whatever it takes to ensure your concerns are addressed. Enjoy the rest of your day!

B
barbatrapidAuthor
February 20, 2020

It won't let me, saying it has unbilled charges.  What now?  It is back from 2018?

K
Kendra H
February 20, 2020

Good morning, @barbatrapid.

 

Thank you for following up on making a vendor inactive in QuickBooks Online.

 

To be sure, I'd first reach out to your accountant to ensure that your books are accurate.

 

For now, If it's saying that the vendor has unbilled charges, you'll need to find the unbilled charges and either add them to an invoice, delete the charges or if it's a bill or time entry, either delete them or unmark the Bill/Billable option.

 

To find the Unbilled Charges:

  1. In the left-hand menu, select Reports.
  2. Search for "Unbilled," and you'll see Unbilled Charges and Unbilled Time as options.
  3. Click on the report you'd like to run.
  4. On the top left go to Customize, in the Customize Unbilled Charges box to the left, then pick Lists.
  5. From the Vendor drop-down menu, choose the vendor you're trying to make inactive. 
  6. Go to Run Report, you'll see a list of unbilled charges, either delete it or uncheck the bill/billable box.

To delete or unmark the billable expense:

  1. Go through each charge that's on your Unbilled Charges report, and if you see Charge or Credit, there are two options:
  • Add it or an invoice or click on the Charge or Credit, and then on the bottom, click on the Delete button.

That's all for it. Once you've gone through the steps above, you'll be able to delete the desired customer.

 

Let me know if the steps above do the trick. If you have any more questions, please don't hesitate to comment back. Happy Friday Eve!

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