You can let QuickBooks enter the time totals now, or add them later by clicking the Add Time/Costs button. When you create invoices, this box will open after you select a customer:įigure 2: QuickBooks lets you know when there are time and costs to be billed for each customer. Whether you make individual time entries or complete a timesheet, it's critical that you make the correct selections for each Customer: Job, Service Item and Payroll Item field, and check the Billable box. You're probably already familiar with the Enter Time entry in the Employees menu. If you're a service-oriented company, you bill for time frequently. If you plan to bill for mileage, go to Lists | Customer & Vendor Profile List | Vehicle List and enter information about every business vehicle.If you plan to mark up some costs and want a default number, enter a percentage and account (these can be changed on individual invoices).įigure 1: As you do with other QuickBooks processes, make sure that your Preferences are set correctly.Īdd any billing items necessary by clicking Lists | Item List and then Item | New in the lower left corner. Click the Yes button under Time tracking and indicate your choices under Invoicing options. Go to Edit | Preferences | Time & Expenses | Company Preferences. To simplify your workflow, do this groundwork first: QuickBooks has built-in tools to help you do this, but it's a bit of a process. Done.īilling for costs, time or mileage is a little more complex.
Pick the items from a list and specify a quantity.
QuickBooks Tips > Advanced Features > Billing for Time and Expenses: How It Worksīilling for Time and Expenses: How It Worksīilling for inventory parts is easy.
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