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R
rogeraf
March 26, 2020
Question

How can i get a report of billable and unbillable/billed expenses for a specific customer or project? Am i missing something?

  • March 26, 2020
  • 54 replies
  • 297 views
No text available

    54 replies

    Adrian_A
    Adrian_A
    Level 8
    March 26, 2020

    We can run the Uninvoiced charges report, rogeraf.

     

    This report displays the list of your billable expense charges. Then, we can filter to show only the data for the specific customer.

     

    I'll show you how:

     

    1. Click the Reports tab.
    2. Enter and select Uninvoiced charges in the Find report by name search box.
    3. Click Customize.
    4. In the Rows/Column drop-down, select Customer.
    5. Go to the Filter drop-down.
    6. Tick Transaction Type and select Billable Expense Charge.
    7. Select a customer in the Customer drop-down.
    8. Click Run report.

     

    I've also added these articles that talks about Projects in QuickBooks Online:

     

     

    You always have me if you still need my help!

    R
    rogerafAuthor
    March 26, 2020

    Thanks, but you misread my question.

     

    I am looking for a report on the "billable no" items assigned to a client or project.  See comments on next post.

    L
    lin_jcaj
    Level 9
    March 26, 2020

    It's good to have you back here, rogeraf.

     

    Pulling up the Unbilled Charges report and customize it shows your billable expenses that are still unbilled to a client or project. You may want to refer the steps provided by my colleague above to get the information needed.

     

    For more detailed information on how to customize reports, here's an article you can refer: Customize reports in QuickBooks Online.

     

    I'll be around if you have any other concerns.

    vpcontroller
    vpcontroller
    Level 7
    March 26, 2020

    @rogeraf 

     

    How can i get a report of billable and unbillable/billed expenses for a specific customer or project? Am i missing something?

     
    No, you're not missing anything. Even such a simple report doesn't exist in QBO at this time.
      R
      rogerafAuthor
      March 26, 2020

      OK, let me get this straight:

       

      In Desktop expenses to a customer or project are flagged as billable or unbillable.  Therefore, at any time you can have  billable, unbillable and billed.

       

      In QBO it looks like you have "billable yes" and "billable no".  When you invoice a client "billable yes" is converted to "billable no" so you lose all records of unbillable expenses?  That seems remarkable if i am understanding correctly!

       

      But you are saying there is no way to generate a report of all of the "billable no" items?

       

      Also no way to report all of the expenses associated with a client or a project?  That seems quite remarkable since that implies all the data is lost and cannot be recovered after you invoice the client or project.

       

      Any assistance is much appreciated!

       

      N
      njabaut
      February 4, 2021

      I am also looking for this, and the reply from Quickbooks is zero helpful. Disappointed. The transaction split report is great, but not useful because I am looking for a report that I can easily calculate how much of our expenses each month are billable versus not billable. It's key for our business to be able to see the general numbers, and also to double check that we aren't missing anything. 

       

      As it is currently, no matter how I manipulate this report, I am unable to get this information without exporting to excel, and spending ALOT of time removing the duplicate amounts. If I leave the Accounts Payable Account in, it will show me billable labels in the billable column (yes), but if I remove the Accounts Payable account through customization, it removes the label in the Billable column, thereby removing any point of me running this report.

       

      Frustrating.

        K_Siman
        K_Siman
        Level 1
        February 4, 2021

        Thank you for giving us this feedback on how important this report is for you and your business, @njabaut. Clearly, others agree with you and would like for Quickbooks Online to have this available.

         

        The best suggestion I have (after my colleague FritzF's suggested workaround) is to give us that feedback from within your account.

        1. Select the Gear icon at the top, then Feedback.
        2. Enter your comments or product suggestions then select Next.
        3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
        4. From the drop-down, choose the appropriate category, then select Send message.

        Your thoughts are very valued and I appreciate you taking the time to submit that to us. If you have any more questions, please don't hesitate to respond to this post and one of us will happily help!

        S
        swlacpa
        May 4, 2021

        Is this report been created yet? Seems so obvious for the QBO that has been out for years... Will it ever get the reporting that QBD has?

          R
          ReymondOModerator
          Moderator
          May 4, 2021

          Hey there, @swlacpa.

           

          At the moment, there's no specific timeline to when the report for billable and unbillable/billed expenses (for a specific customer or project) will be available in QuickBooks Online. 

           

          I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

           

          In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

           

          If you have any other concerns, feedback, or questions, don't hesitate and come back to the Community. I'm always here to help you. Have a great day.

          A
          andrew33
          July 17, 2021

          Please get your developers on this. It should be as simple as adding the "billable yes/no" field to the choices when you customize the columns of a detailed account report. I don't see how this is something that is taking QB so long to implement. My accounting intern could do it in a matter of hours on our internal ERP. What is the hold up??

            CaitPHG
            CaitPHG
            February 15, 2022

            I keep looking for an answer to this myself! 

            A
            Anonymous
            March 1, 2022

            I FIGURED IT OUT!!!! 

             

            Search Balance sheet. Click on Construction in Progress. Then customize for one customer. This will list all transactions where the box is not checked and ones that are checked. 

            T
            texomawoodworks
            New Member
            August 23, 2023

            My brilliant assistant helped me get what I needed after hours of screaming and cursing at Quickbooks. It isn't perfect, but it pulled everything I needed. Maybe it will help you as well.

            Hit the MAGNIFYING GLASS at the top right of the page. Type your CUSTOMER NAME in the search bar. When the page opens, adjust the search fields to find what you are looking for. I used the search "bills" then selected "customers" and "contains or equal" and then entered my keyword, which is the customer name. After that, I searched "expenses" the same way.

            Doing it this way pulls everything that is associated with that customer name which is good enough for me after wasting too much time! I hope this helps! Good luck! 

              S
              Sparticus
              January 15, 2024

              Thank you.  This is the closest I think I have come to what I was looking for.  Will check to see if it is what I need.

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