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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
SarahannC
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Hello there, barevalo0205.

The billable expense feature is only available in QuickBooks Online and Advanced. That's why we're unable to follow the instructions shared above. If I were in your situation, I wouldn't be happy too.

I see how difficult it is. I have ways to share that you might consider doing.

 

We have the option to upgrade your QuickBooks Online Essential to the Plus or Advanced plan. It helps us control how we can track customer transactions.

 

  1. Sign in to QuickBooks Online as a primary or company admin.
  2. Go to the Gear icon. 
  3. Select Account and settings.
  4. Select the Billing & subscription tab.
  5. Make sure your payment info is up-to-date.
  6. In the QuickBooks Online section, select Upgrade your plan.

 

We can visit and review this article: Enter billable expenses.

 

In QuickBooks Online Essential, we can delete those billable expenses or transactions that are not needed.

 

  1. Go to Bookkeeping, select Transactions, and then select All Sales).
  2. Open the Billable Expense Charge. Charge or Credit.
  3. Select Bill under β€œMarked as billable on this bill”.
  4. Select More, then Delete.
  5. Click Yes to confirm.

 

 These are the steps to make them inactive:
 

  1. Go to ​Get paid & pay or Sales, then Customers.
  2. Select the customer's name to open their profile.
  3. Select the dropdown β–Ό next to Edit.
  4. Select Make inactive. Then confirm by selecting Yes, make inactive.

 

If you're unsure how those transactions will affect your book once deleted, it would be best to consult your accountant. They'll guide you further and make sure to keep your accounts and business data accurate. Check this link: Find an accountant.

 

Check these articles for more details about handling customer data:

 

 

Visit again if you have more concerns about billable expense and managing customers transactions in QBO. Take care and stay safe.

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