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September 26, 2024
Question

Aggregate time entries in invoice

  • September 26, 2024
  • 1 reply
  • 0 views

When I import time entries from a project into an invoice for a certain month, all the entries for the month come in. Is there a way to aggregate the time entries by employee in the invoice?

 

For example, let's say I have:

EmployeeRateEntry 1Entry 2
Employee A$100/hrSomething - 1 hrSomething else - 2 hr
Employee B$150/hrSomething further - 3 hrSomething even further - 4 hr

 

On the invoice, entries show up something like this:

RateQuantityDescription
1001Something
1002Something else
1503Something further
1504

Something even further

 

We want something like this:

 

EmployeeRateQuantity
Employee A1003
Employee B1507

 

Thank you in advance!

1 reply

September 26, 2024

Hi there, 

 

Glad to have you reach out to us here. QuickBooks is a versatile program that's designed to help you streamline your work. I'll be happy to share more info so you're on the right track.

 

The import function in QuickBooks is designed to upload all the info available for importing. While the option to automatically aggregate the time entries by employee during the import process, I recommend looking into third-party data migrations apps. These apps can be found on our site www.apps.com

 

In the meantime, feel free to ask other questions. I'm here to help. 

September 27, 2024

Thank you, James.

 

I forgot to mention that we are using QB Time to create the time logs. Would we still need the third-party migration app?

September 27, 2024

Hi stepping-stone,

 

If you use QuickBooks Time, you can simply track time to the project, and then approve and export the time to QuickBooks Online. Follow this link to Learn how to add your employees' timesheets to the project

 

If you have additional questions, I feel you would benefit more by contacting our Customer Care team at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.  They will be able to work with you in real time, and assist you with accomplishing your QuickBooks goals without delay!


 If you have any other questions, reach out again.  We're here to help!