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C
ccmccartney
June 8, 2025
Question

can you remove billable expense charges in bulk?

  • June 8, 2025
  • 1 reply
  • 6 views

I converted from Desktop to QBO and it turns out there were quite a few expenses (credit card charges and/or checks written) where I had inadvertently clicked the "billable" checkbox, but I never billed my customers directly for these items as I don't operate in that way. When I converted to QBO, all of my inactive customers came over as active, and I cannot inactivate many of them because there are "unbilled charges" associated with their customer profile. Is there an easy way to remove all billable charges as of a certain date (my migration date)? I know how to disable the "billable" feature now that I am in QBO but don't want to spend dozens of hours finding each billable item and unmarking it as billable individually.

1 reply

S
ShangYQuickBooks Team
QuickBooks Team
June 8, 2025

You can run a report to find all customers with billable charges, @ccmccartney.
 

To do this, pull up a Transaction List by Customer report and open each transaction to uncheck the billable box since there isn't a feature to remove all billable charges by a certain date at once through the user interface at the moment.


 

Here’s how:
 

1. Go to the Reports menu.
2. In the search bar, type Transaction List by Customer.
3. Click the Customize button.
4. Select the date range.
5. Check the box for Transaction Type and choose Billable Expense Charge from the drop-down.
6. Run the report.



7. Hover over the transaction and click it. This will take you directly to the page where you created it.
8. Uncheck the billable box.



9. Repeat steps 7 and 8 until you are done.
 

You can save the set of filters so you can run the same report in the future.
 

Feel free to check out this resource: Get started and adjust settings after you sign up. It provides tips and best practices. It offers helpful tips and best practices to help you understand the features as a new user and make the most out of QBO.
 

Click the Reply button below if you have any further questions.

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