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Is there some way to clear all, ancient Unbilled Activities?
My client recently switched from Desktop to QBO. The data transfer carried forward all "Unbilled Activites". I can understand why this happened, as the client would allocate to her customer purely for costing comparison but never phyically cleared the unbilled section. On Desktop this was not an issue.
On QBO these 6168 (dating back to 2011) transactions show up on all customer reports.
The "balance" on these transactions is R0.00 ..... Is it safe to "Invoice" all these transactions? If the balance is R0.00 will a zero invoice be created? And NOT mailed to the clients?
Thank you
Mandy
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Hi Mandy,
Let me show you how to deal with this in QuickBooks.
It is safe to create an invoice as it is the only way to clear the unbilled activities. Make sure that the invoice total will be zero.
- Go to Sales.
- Click All Sales.
- Click on Filter drop-down button.
- Select Unbilled income on Type.
- Click Apply.
- Select the transaction you would like to create an invoice.
- Click on Batch actions drop-down button and click Create invoices.
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There is a feature to batch remove unused billable expenses, but it may not work for those brought in from Desktop
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After all those invoices are made, what then? Now I have 1.5 million in invoices?
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Thanks for joining this conversation, @Funkeinc.
As long as the invoices that were created have a zero total amount, you don't need to worry about them. This will also clear your unbilled activities in QuickBooks Online (QBO).
You may also check out the article shared by my colleague above for future reference.
For tips and other resources, I recommend visiting our website for reference: Self-help articles.
Reach out to me in the comment section below if you have any additional concerns. I'll be happy to help. Have a good one!