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ugo2
March 7, 2025
Question

Dans chaque client, je vois le nombre d'heure attribué à ce client. Lorsque je clique sur un item ça indique que ça été facturé. Comme faire pour savoir quelle facture ?

  • March 7, 2025
  • 1 reply
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1 reply

H
Heide DC
March 8, 2025

Nous pouvons localiser la transaction en générant le rapport Liste de la transaction par client, Ugo2. Permettez-moi de vous montrer comment procéder.

 

Dans le rapport, nous pouvons voir les frais de temps et la transaction de facture associée. Voici comment procéder :

 

  1. Accédez à Rapport et sélectionnez Liste des transactions par client.
  2. À partir de la page du rapport, filtrez le type de transaction sur Factures et Frais de temps pour voir le lien des factures vers les frais de temps.
  3. Pour vérifier les informations, vous pouvez cliquer sur la transaction de la facture pour vérifier les transactions liées.

 

De plus, si vous souhaitez créer vos rapports, vous pouvez vous référer à cet article pour vous guider : Personnalisez les rapports dans QuickBooks Online.

 

Si vous avez besoin de précisions ou d'aide pour gérer vos factures, n'hésitez pas à me contacter. Je suis là pour vous aider et m'assurer que tout se passe bien pour vous.

 

Avertissement : cette traduction a été réalisée à l'aide de Google Translate.

 

We can locate the transaction by generating the Transaction List by Customer report, Ugo2. Allow me to show you how.

 

In the report, we can see the Time Charge and the associated Invoice transaction. Here's how:

 

  1. Go to Report.
  2. Select Transaction List by Customer.
  3. From the report's page, filter the Transaction Type to Invoices and Time Charge to see the invoices link to the time charges.


     
  4. To verify the information, you can click on the invoice transaction to verify the linked transactions.

 

 

Furthermore, if you want to create your reports, you can refer to this article for guidance: Customise reports in QuickBooks Online.

 

If you need further clarifications or assistance with managing invoices, please don't hesitate to reach out. I'm here to help and ensure everything runs smoothly for you.

U
ugo2Author
March 8, 2025
Hello,
 
Thank you for taking the time to respond.
 
However, it's not responding to the question.
 
I would like to have a report that lists the time charged, and the invoice where they have been invoiced to a customer.
 
Here's my problem.
 
For a specific client, when I access the time that was spent on the client, I see multiple hours, that are billable, for that client.
 
I can access to that information through the Transaction List by Customer report, of by going in the Customer itself.
 
However, some of the hours are marked as already "Converted" (invoiced).
These hours don't show up in the unfilled hours report, which is consistent with the "Converted" status.
However, I can't find where they have been invoiced.
I don't see any invoice with those hours.
 
I'm very surprised that when you client a Time Charge, and it tells you that this has been added to an invoice, but it won't tell you WHICH invoice. That's kind of crazy that such a basic feature doesn't exist?
 
In the end, what I'm looking for, is pretty simple.
 
I would like a report where I can see all Time Charge, ideally be able to sort them by Customer and Date, and then have a column that shows me which INVOICE it has been added to.
 
Thank you.
D
Dandie_A
March 8, 2025

Thank you for coming back and for detailing your concerns with tracking specific invoices for the billed hours in QuickBooks Online, Ugo2. It's clear you need a streamlined way to view all time charges associated with their respective invoices, categorized by customer and date. I recommend submitting feedback on this matter.

 

In the meantime, you can manually check the invoices for each customer to view any time charge links associated with them.

 

 

Moreover, I recognize the significance of incorporating this feature and understand how it could enhance your experience. We encourage you to share your insights through the Feedback section in your QBO. Your input is important and can help shape future improvements to better meet your needs.

 

Here's how to send your request:

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions. Then select Next to submit feedback.

 

 

 

Additionally, if you want to used to record the payments received from customers against the invoices. You can check this article as your guide: Recieve and process payments in QuickBooks Online.

 

If you have any more questions or need further assistance with managing your invoices in QuickBooks Online, please don't hesitate to contact us. We're here to assist and ensure you maximize the benefits of using QuickBooks for your business.

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