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Termite14
June 12, 2024
Solved

Unassigned charges report

  • June 12, 2024
  • 1 reply
  • 0 views

I work for a home builder. We enter vendor bills and assign a category and a customer. I need a report to show if bills were accidentally not charged to a customer and the charges are just hanging out in the “black hole”. Me had QB desktop Contractor edition and we were able to run a report. Now after upgrading to Online Advanced we can not figure out how to run a report.  

Best answer by KimberlyS

I know which report will allow you to check which expenses are billable or nonbillable, Termite14. I'll walk you through the process to help you acquire your needed data.

 

In QuickBooks Online, you can generate and customize the Transaction List with Splits report to review if bills are billable or nonbillable to customers. Here's how:

 

  1. Head to Reports in the left pane.
  2. Enter Transaction List with Splits from the search field.
  3. Select the report to open it, then click the Customize button.
  4. Choose the appropriate Report period from the General section.
  5. In the Rows/Columns section, select Billable. You can pick Customer to show whom these bills are charged.
  6. In the Filter section, tick the Transaction Type checkbox and choose Bills from the corresponding dropdown.
  7. Click Run report.

 

For more information on modifying your report to display specific data that meets your business needs, refer to this material: Customize reports in QuickBooks Online.

 

Moreover, you can memorize your report to save its current customization settings for future use, which you can also send on a recurring schedule via email.

 

Revisit the Community forum when you have additional inquiries when running and customizing different reports in QuickBooks Online. I'm always here to assist you.

1 reply

M
MelroseV
June 12, 2024

It's my pleasure to help you run a report, Termite14.

 

We can run a Unbilled Charges report for your bills that you were accidentally not charged to your customer.

 

Here's how:

 

  1. At the left navigation panel, select Reports.
  2. Enter Unbilled Charges on the search field.
  3. Filter the data and choose the date you want to appear on your report.
  4. Click Save.

 

Additionally, you can add more customization to this report and save it to access this information easily. You may want to check these articles for reference:

 

 

Should you have additional questions regarding your report in QuickBooks Online, feel free to post a comment below. We're here to help you. Stay safe!

T
Termite14Author
June 12, 2024

Sorry but this did not work. Purposely entered bill with assigning customer and it did not show up on report. 

K
KimberlySAnswer
June 12, 2024

I know which report will allow you to check which expenses are billable or nonbillable, Termite14. I'll walk you through the process to help you acquire your needed data.

 

In QuickBooks Online, you can generate and customize the Transaction List with Splits report to review if bills are billable or nonbillable to customers. Here's how:

 

  1. Head to Reports in the left pane.
  2. Enter Transaction List with Splits from the search field.
  3. Select the report to open it, then click the Customize button.
  4. Choose the appropriate Report period from the General section.
  5. In the Rows/Columns section, select Billable. You can pick Customer to show whom these bills are charged.
  6. In the Filter section, tick the Transaction Type checkbox and choose Bills from the corresponding dropdown.
  7. Click Run report.

 

For more information on modifying your report to display specific data that meets your business needs, refer to this material: Customize reports in QuickBooks Online.

 

Moreover, you can memorize your report to save its current customization settings for future use, which you can also send on a recurring schedule via email.

 

Revisit the Community forum when you have additional inquiries when running and customizing different reports in QuickBooks Online. I'm always here to assist you.

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