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User3403789307530
August 1, 2023
Question

Invoice building from Timesheet

  • August 1, 2023
  • 1 reply
  • 0 views

I have a client that has all their employees track their time using Timesheet. We use customers like projects and task tracking. I will have a top level customer created, then create sub-customers to track tasks. Each employee gets rebilled to the customer at a different hourly rate. So, if two employees are submitting time against task 1, nested under customer 1, they time gets rebilled at a different rate. (EX: 100$/hour vs 150$/hour)

Is there a way, when I'm generating the invoice for the customer, to add everyone's billable time but group the time by employee? I can only group by service item.

I'm interested in learning more advanced invoicing functions if people could point me to any articles or websites.

 

Thanks.

 

1 reply

T
Trish_T
August 1, 2023

Hi User3403789307530,

 

Welcome to Community!  QuickBooks Online is a dynamic program with the features you need to add billable time to your invoices seamlessly.  I'd be glad to assist!

 

Since you've already set up your billable users, it's important to decide how you want this to be visible to your customers.  When you Turn on Billable Time, you can select the option for your users to see their billable rate when entering their time, by selecting the option to 'Show billing rate to users'.  However, from what you've described, you might prefer to leave this option un-selected, if your customers are billed at a different rate, than what you pay your employees or subcontractors.   Here's how;

 

1. Go to your Settings ⚙ and select Account and settings

2. Open the Time tab

3. In the Timesheet section, select Edit ✎ and turn on Allow time to be billable

4. Uncheck the box to Show billing rate to users, if you bill customers at a different hourly rate than you pay your employees and subcontractors

5. Hit Save, then Done.

Here's a helpful guide for your reference.

 

Once you've recorded billable time by Single time activity or using Weekly timesheets, you're ready to invoice customers for billable expenses.  For detailed steps click here.  When you create the invoice, scroll to the bottom and select Print/Preview.  Here you will see the billable time grouped together by employee/subcontractor.

 

Please don't hesitate to contact us outside of Community, should you require additional assistance.  Your time is valuable and we'd enjoy the opportunity to work with you in real time, to ensure you're able to accomplish your QuickBooks goals in a timely fashion.

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

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