On the Sales Receipt form-> select the next Customer/Job on your report -> repeat the process. On the Sales Receipt select the first Customer/Job on the list -> when the Billable Time/Costs window appears -> click on the first option (Select the outstanding billable time and costs to add to this invoice) -> go to the Expenses tab in your case (others may want to click on EACH of the available tabs) -> click into the Hide column (far right) to place a checkmark next to each item that you want to remove from the report -> click OK -> note that the items you indicated that you want to hide are no longer displayed on the report.
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To get rid of/remove the “old” unbilled items follow the instructions in the article that you can download – OR – try this nifty new trick that I learned from another ProAdvisor (Thank you Laura Dion) which uses the Sales Receipt form.Ĭreate your Unbilled Costs by Job Report -> and Open the Sales Receipt form (Customer menu -> Enter Sales Receipts) arrange the 2 items next to each other on your computer. This should make a difference from this point forward. If you have either of these invoicing options checked – try unchecking them. Joe, not sure what version of QuickBooks you are using but here are a couple of suggestions.īoth QuickBooks 2011 & 2012 have a Time & Expenses Preference (Edit menu -> Preferences -> Time & Expenses -> Company Preferences tab) check to see what you have checked for Invoicing options on this window. Run your P & L, look for that account and double-click on that amount – you should see that specific subcontractor bill and it’s amount included in the details of that “total”. If you used the Item tab, what Item did you assign to the transaction? Go to your Item List and see what Expense or Cost of Goods Sold account the item is assigned to. If you used the Account/Expenses tab what was the Account that you used? Run a P & L and look for that account and then double-click on the dollar amount – you should see that subcontractor bill and it’s dollar amount included in the details for that “total”. When you entered your subcontractor bill, did you use the Account/Expenses or Items tab? When you entered the bill from your subcontractor if you assigned it to the specific job/client it should automatically show up in your job costing reports and the Profit & Loss as well – below is some info on how you can make sure that the amount is showing up in your reports. We hope that you’ve found today’s Tuesday Training article to be helpful to your business – if so please take a moment to leave a comment or share this with others on your favorite social media network using the buttons below.
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The purpose of the billable column is to allow you to choose which expenses and/or time entries that you will be passing through to customers when you create an Invoice based on Time & Costs and look to see if there are a lot of entries in this report, if there are all of those entries are just sitting there waiting for you to do something with them.ĭownload our 2 page article (from the Learn to use QuickBooks in your construction business website) for instructions on how to clear out old unbilled costs – without having to edit each item in the report and manually making them unbillable. Many QuickBooks forms have a billable column available for you to work with – checks, enter bills, timesheets, enter credit card charges, etc. Many QuickBooks forms have a billable column, do you know what it’s used for and are you using it correctly?
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