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fy 23179fgv
April 2, 2021
Question

How do I add Time Activity (billable time sheet) to existing Invoices please?

  • April 2, 2021
  • 1 reply
  • 0 views

I run a landscape maintenance company and we bill our time per customer. (QB online, Plus subscription & payroll)

 

Here's what happens: We work in a garden for 6 hours. At the end of the day I write the invoice for that customer directly via the mobile app, including my time, and any plants we purchased for the client.

At the end of the week my employee fills in her time sheet, selecting the job name from the list and making it billable to that client.

This now appears as a seperate entry in that client's Account.

 

I can click 'Create Invoice' from that Time Activity entry, but it will make a completely new invoice.

 

How can I assign /add this time entry to the invoice I've already created (but not sent yet) please?

 

Right now my options seem to be 

1. leave it sitting in the customer's account, unassigned, forever

or

2. go into the employee's Time Activity and deselect 'Billable'

 

Please help!

1 reply

T
Tammy_H
April 2, 2021

Hi fy 23179fgv,

 

It's great to see that you're taking advantage of the time-tracking capability of QuickBooks Online. The Time-tracking feature will allow you to attribute time to the customer or project that the employee spent on the job. I can help you with adding the billable time from your timesheets to your invoices.

 

To add billable time to an invoice that has already been created just follow these simple steps:

  1. Click on Sales from the left navigation menu.
  2. Go to the Invoices tab.
  3. Choose the invoice you'd like to add the billable time on to.
  4. On the right-hand side, you'll see an arrow, click on this to expand the list of open timesheets, billable expenses, or estimates.
  5. Click Add on the timesheet you want to add to the invoice.
  6. Fill in the appropriate Sales Tax Code.
  7. Click Save and Close

Your invoice will now include the time that you want to bill to the customer or project. This will mark the status of your timesheet as closed in your Sales Tab. 

 

If there's anything else I can help with please let me know. Have a fabulous day!

L
Li67
May 6, 2021

I have similar issue, Invoice is created and sent to client before the timesheets have been entered.

I want to attach/link the billable time AFTER the fact, without changing the invoice itself.

Many of our clients get invoiced a flat rate for a job and are invoiced prior to time sheets being received by the office. However I want to link the billable time to the invoice.

Is there a way to do this?

 

Thank you

Li

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