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T
TICI7
November 4, 2020
Question

HOW DO YOU RETRIEVE TIME/EXPENSE BILLABLE ITEMS USED ON AN INVOICE?

  • November 4, 2020
  • 1 reply
  • 0 views

New to posting here. Hope someone can help.

 

I've created multiple invoices using time/expense billable employee time within Contractor Edition. I made several mistakes and need to undo the invoices and redo. The problem is I can't find where to locate the employees I actually used to bill the hours from. I only get a service date, no employee associated with it.

 

Is there any way to locate the employees used on the invoices before I delete and start over to correct my mistakes?

Is there any way to list the employee name on the invoice when I use the service date? 

 

1 reply

Rebecca R
Rebecca R
November 4, 2020

Hello TICI7,

 

It sounds like you've been making great use of the timesheets feature in QuickBooks Desktop to simplify the process of creating an invoice using billable items. This is one of the many great features at your disposal in QuickBooks Desktop. Let me explain how you can find the timesheets used on the invoice.

 

To review timesheet information used on an invoice, you'll want to access the timesheet module. Please follow the steps below:

 

  1. From the Home screen, choose Enter Time.
  2. Select Use Weekly Timesheet.
  3. Use the Previous arrow in the upper left to navigate through previous timesheets to locate the one in question.

 

Once you've identified the timesheet used on the invoice that you need to correct, you can look to identify the employee associated with it. You can also use the Audit Trail report found within the Accountant & Taxes section of the Reports menu to help you identify which employees were associated with the billable items used on the invoice. You have the ability to customize this report in a number of ways to suit your needs.

 

There isn't a way to list the employee name on the invoice when using the service date, but since I know how helpful this feature could be, I encourage you to submit feedback on it to our product development team. From the Help menu, select Feedback and you'll have an opportunity to have your voice heard by the team that's implementing new and exciting features into QuickBooks products.

 

If you're still having difficulty with identifying the information you're seeking, reaching out to our support team is a great option. I also encourage other members of the Community to chime in if they have additional suggestions or tips.

 

Thanks for joining the QuickBooks Community. Have a great day!

T
TICI7Author
November 4, 2020

THANK YOU FOR THE TIP TO USE AUDIT TRAIL. HOWEVER, I'M NOT FINDING A WAY TO CUSTOMIZE THE REPORT TO SHOW THE EMPLOYEE NAME WITH THE SERVICE DATE USED. ANY ADVICE ON DOING THAT CUSTOMIZATION? 

TO MANY EMPLOYEES TO TRACK EACH ONE BY SERVICE DATE.

J
JamesM
November 4, 2020

Hi TICI7. I'm glad you found the Audit Trail to be useful. I'd be glad to share with you an article that'll help you with customizing reports in QuickBooks Desktop. I encourage you to check it out here: Customize reports in QuickBooks Desktop. The article shows you how to utilize the filter options available to you when customizing reports so you can filter it your liking. In case you get stuck, don't hesitate to reach back to me. I'll be one message away. 

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