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O
orlan
May 8, 2021
Question

Why can't I group time by project on my invoice?

  • May 8, 2021
  • 1 reply
  • 0 views

We have clients that have multiple ongoing projects that we bill monthly.
Last month, I was pleased when QBO offered to group the time by project when I went to create an invoice, and nicely subtotalled the time for each group.
This month, no way I can find to create the same thing!

 

1 reply

L
LauraAB
May 10, 2021

Hello orlan,

 

Welcome back to the QuickBooks Community. It's great to see that you're getting use out of the Projects feature in QuickBooks Online, and I know how useful the grouping feature is so that you can have all related billable items enter as one line on the invoices. I want to make sure that you're able to use this feature again, and I'm here to help.

 

When you create invoices in QuickBooks that have a number of related billable items, the program gives you the opportunity to Group time by service. This adds everything together and gives you the one line item instead of having multiple on the entry. I suspect that this may be what you're talking about, and it looks something like this.

 

 

If that's what you're referring to and you're now not seeing it, the first thing to do is make sure that all relevant entries are appearing in that Add to Invoice sidebar. If the sidebar isn't showing multiple time entries, the program won't give you the prompt to group because it doesn't see the need to. You can head back to the time activity in your project to make sure that it's all there and billed correctly. Here's how.

  1. Select Projects from the left menu.
  2. Choose the project.
  3. Click the Time Activity tab.
  4. Review the relevant time activity.

You can click the entries to make changes as needed. Also, if you're not seeing some there that should be, I recommend using a report like Time Activities by Customer Detail or Unbilled time would be beneficial for checking on this data.

 

If everything is entered correctly, try troubleshooting steps like clearing cache, using a private browser window, and using another browser type entirely. These troubleshooting steps make sure that the QuickBooks Online cloud is operating at full capacity so that you can continue your work.

 

In the event you're still having trouble, please don't hesitate to reach out to our support team using one of the following options so that we can go over this with you in more detail.

 

Schedule a Callback or start a Chat: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

Social Media: Facebook, Twitter, and Instagram.
Support hours are from Monday to Friday between 9 a.m. and 8 p.m. ET.

 

Have a great week!

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