Question
How to remove customer refunds from unbilled expense report in Quickbooks desktop?
How to remove customer refunds from unbilled expense report in Quickbooks desktop? My customer refunds are unchecked for billable but have the customer name in the "Customer: Job" area. Here are the solutions I have already tried:
- Removing the customer name will not work because it will unlink the refunded check to the customer from their payment showing I still owe them a refund for overpayment.
- The billable box is already unchecked.
- Changing the transaction type to credit. This just removes all bills that are a credit including the billable ones for customers. These refunds are checks (transaction type) to the customer so removing transaction type check is not an option.
4. I have rebuilt the data multiple times without any change to the issue.