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Tanya---JHC
July 15, 2020
Solved

Time tracking - dates do not show up when you invoice!

  • July 15, 2020
  • 1 reply
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I upgraded to the PREMIER CONTRACTOR EDITION of Quickbooks so I could start job costing for the time my employees spend on job sites - when I go to invoice you cannot see any of the data in the screen to select which employees and hours you want to select all you can see is the category date and hours - this is of no help! ADDITIONALLY - when you go to invoice the items you have to manually enter in all of the dates that the work was done becuase Quickbooks does not include it in the details! SO FRUSTRATING AND RENDERS THIS FEATURE USELESS!

Best answer by Tanya---JHC

I'm not sure what you mean by 'many users missed this point'?  Unfortunately you did not answer my question or solve my request. 

 

I DO enter in my customer job on all expenses and all related items that need to be charged back.  My problem is when I do the time tracking through timesheet and select which customer to put it to when I go to invoice and I select the time it does not put in any dates and just puts in the description of work done - customers need to see the dates of the work being done.  Especially when you do the same thing for days on end (ie: framing)


SOLVED!  I solved my own problem!  :)

After going through the invoice template I discovered that you can select to turn on (screen and print) serviced column (this is the date that you have entered into your time sheets).  I then changed it from serviced to date and re-arranged my template to how I want it displayed and the date now copies in along with the description and rates.   This is very vague in any online documentation and should be updated to included these steps.  Reminder that this is for the desktop version.

 

 

1 reply

Fiat Lux - ASIA
Fiat Lux - ASIA
July 15, 2020

Afaik, the job costing feature is unavailable in QB Pro edition

https://quickbooks.intuit.com/learn-support/en-ca/sales-customers/tracking-job-costs-in-quickbooks-desktop/01/261588#M228

 

T
Tanya---JHCAuthor
July 15, 2020

I have updated my post to correct it to PREMIER CONTRACTOR EDITION I was previously on PRO and upgraded specifically for the time tracking and invoicing feature as most of the work we do is by the hour or cost plus.

Fiat Lux - ASIA
Fiat Lux - ASIA
July 16, 2020

Many users missed this point. Make sure to assign all your expenses to jobs. Select the appropriate job in the Customer:Job column whenever you enter a bill, check, or timesheet.

 

Should you need more job costing features, consider having a 3rd party app to integrate with your QBD.

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