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sflynn1972
February 19, 2024
Question

Unbilled Charges

  • February 19, 2024
  • 1 reply
  • 0 views

I tried running the unbilled charges report as of 12/31/23 and it is missing a whole lot of charges. What I realized is that it is showing the unbilled charges as of today. I need this report for end of year accounting purposes. The report should provide results similar to an accounts receivable balance as of a specific date and not take into account activity after the date you are looking for. Is there a way to get this as of a specific date?

1 reply

R
rvrfrf
February 19, 2024

Thanks for reaching out to the Community, sflynn1972.

 

You can run your Unbilled Charges and Transaction List by Customer reports, then export them to Excel. This will enable you to manually compare unbilled charges outside of QuickBooks.

 

Here's how:
 

  1. In the left navigation bar, go to Reports.
  2. Search for and choose a report you want to export.
  3. Use your Export icon, then select Export to Excel.
  4. Save the file somewhere you can easily locate it, like your Downloads or Desktop locations.

 

If you're missing data when opening an exported report in Excel, your file's in protected view. In Excel, you'll need to turn on Enable Editing to view the full report.

 

I can certainly understand how an ability to run an unbilled charges report for end of year accounting purposes could be useful and have submitted a suggestion about if as of today.

 

You can also submit your own feature requests while signed in:

 

  1. Use the Gear icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

You can also check our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.

 

Please feel welcome to send a reply if there's any additional questions. Have a great Monday!

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