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justin_dev
September 27, 2021
Question

Adding Employee to Invoices

  • September 27, 2021
  • 1 reply
  • 0 views

I need to filter invoicing reports by employee. How do I add an employee to the Invoices in QBO so I can do this? Thanks

1 reply

A
AileneA
September 27, 2021

Hello, justin_dev. 

 

Let me share information about entering an employee's name into the invoice. 

 

QuickBooks offers two ways on how you can enter an employee's name into the invoice. You can either utilize the Timesheet feature or create a custom field for your employee.

 

You can use this link on how to manage and track timesheets. From there, you can select the employee and the customer. Then, you can create an invoice out from the timesheet.

 

Or create a custom field for your employee, then enter the employee's name in the field manually when you create an invoice.   

 

 

 

 

 

 

 

I've added this article that can guide you in creating and sending invoices in QuickBooks Online. 

 

Feel free to hit that Reply button if you have additional questions or clarifications. Have a great day ahead. Stay safe!

J
justin_devAuthor
September 29, 2021

Thanks for the response. I added the Employee custom field but I wasn't able to filter by Employee in P&L reports. I need this functionality. Just having the name on the Invoice doesn't help me all that much. Let me know if you have this functionality.

L
LeizylM
September 29, 2021

Thanks for getting back to us, justin_dev. I'm here to lend a hand in running reports in QuickBooks Online. 

 

As mentioned by my colleague @AilenA.You can utilize the Timesheet feature in QuickBooks. Then, create an invoice out from the timesheet. 

 

Here's how to create a weekly timesheet:

 

1. Go to +New. 

2. Select Weekly Timesheet under Employees.

3. Choose the correct employee from the first drop-down menu, then select the correct week.

4.  Under the Details section, choose the correct project or customer.

5. Enter the hourly rate and the number of hours.

6. Make sure to mark it as billable.

7. Click Save and Close. 

 

 

After you save this weekly timesheet, proceed to create a new invoice. 

 

  1. Go to the + New menu, then select Invoice. 
  2. Choose the correct project or customer under the Customer drop-down menu. 
  3. A pop-up window will appear on the right-hand side, click the Add link for each of them. 

 

Then, let's run a profit and loss report and customize it.

 

  1. On the left panel, click Reports.
  2. Run the Profit and Loss report.
  3. Click Customize.
  4. Under columns select Employees.
  5. Below Filter, put a checkmark beside Employee and Customer.
  6. Once done, click Run report.

 

 

You can also click save customization so you won't have to go through the same process again. 

 

To learn more about how to run a report in QuickBooks Online, visit these articles:

 

 

I'm always here to help you if you have any other questions about the Profit & Loss report. just leave a comment below. Have a great day ahead!

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