"Stuck" expense transaction

drumsdb

Is there anyway to clear and expense transaction from the selection tool when creating invoices?

This transaction was previously added to an invoice and paid. However, it is still showing up as selectable when creating invoices. I just want the system to no longer select it as available.

It is possible that I manually added it previously and corrected the transaction after creating the invoice. I'm not sure because it is on one credit card account that is shared.

Quicken Anja

Hello @drumsdb,

We appreciate you reaching out regarding this issue!

If you don't mind, could you please provide a screenshot of what you are seeing? If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.

Thank you!

drumsdb

Hey Anja,

Thanks for the response and sorry for the delay. Here are 2 screenshots to illustrate the situation. The 1st screenshot shows the transaction currently showing open to add to an invoice. The 2nd screen shot if the original invoice it was added to and paid under.

All I want to do is have this transaction "closed" so that that the system is no longer prompting me to add it to an invoice.

Quicken Jasmine

Hello @drumsdb,

Thanks for following up with the screenshots—those were really helpful.

I noticed you originally mentioned that you may have edited the billable expense transaction. According to our support documentation, editing a billable transaction can sometimes unlink it from an invoice, especially if the Business or Client fields were changed or if the category was updated to something other than a Business Expense type. This is most likely why it’s continuing to show up as available when you’re creating new invoices.

At this point, you have a couple of options to resolve this:

1. Delete and Recreate the Transaction
   If the transaction has already been accounted for and applied to a paid invoice, you can try deleting it from the account register and manually re-entering it with the correct info, making sure not to change any of the fields after applying it to the invoice. This should prevent it from showing as “unbilled” again.
2. Uncheck the Billable Box
   If you just want to stop seeing it in the selection tool and don’t need it linked to any invoices going forward, open the transaction and uncheck the Billable option. 
   1. If the Billable column is not visible, please navigate to columns and add it by checking the box.

Before trying either of these, I recommend saving a backup of your file, just in case you need to revert any changes.

If you’re looking for more information on tracking and invoicing clients in Quicken for Mac, you can find a helpful overview in this Support Article.

Let me know how it goes or if you’d like help walking through either option!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20489400#Comment_20489400

We haven't received a response from you yet, are you still needing assistance?

Let me know!

Quicken Jasmine

https://community.quicken.com/discussion/comment/20489400#Comment_20489400

Just checking in once more before this thread is closed due to lack of activity!

drumsdb

Sorry, I did not get notified there was an update to the post. ( I fixed my settings).

I will try unchecking the "billable" box for now. Is there any reporting implications or should it still remain tied to the correct client and account as long as the fields are populated?

Quicken Jasmine

Hello @drumsdb,

Thanks for getting back to us, and I'm glad you were able to update your notification settings!

Yes—unchecking the "Billable" box will prevent the transaction from continuing to show up in the invoice selection tool, and it won’t affect the underlying transaction’s link to the correct account, client, or category, as long as those fields remain unchanged.

• The transaction will no longer appear as unbilled when creating invoices.
• It will still appear in reports, such as spending by category, tax summary, or project/client reports, as long as it’s categorized and tagged appropriately.
• It won’t impact past invoices—if this expense was already applied to an invoice and that invoice was marked paid, it stays as-is in your history.

So if your goal is just to “close it out” from future invoice prompts without disrupting reporting or client associations, this is a safe solution.

Let me know how it goes—or if anything unexpected happens after you make the change. I'm happy to help troubleshoot further if needed.