Do you run a schedule-based business? Your calendar is one of the top tools at your disposal that keep your business up and running. Even though a packed schedule is a good thing in business, getting paid on time is what really matters. To help entrepreneurs like you save time invoicing and ensure you’re being paid accurately and on time for your hard work, QuickBooks and Google partner up to bring you Invoice with Google Calendar. With Invoice, you can pull event details directly from your Google Calendar right into a QuickBooks invoice, letting you send it faster and ultimately collect your hard-earned cash faster.
Why Should You Use Invoice With Google Calendar?
Whether you already use Google Calendar for your business or you don’t use it all, consider the benefits it can offer:
- Time savings: You can easily import details from Calendar to create and send invoices instantly – all within the QuickBooks invoice section.
- Time tracking: Maximize your billing potential, and don’t sweat trying to find all the hours you work by digging through your emails and calendar.
- More accurate invoicing: Google Calendar automatically finds and summarizes your invoiceable hours, or you can do it manually.
How to Set Up Invoice With Google Calendar
It takes only a few simple steps to be on your way to reaping the benefits of this intuitive program. When you’re ready to set up Google Calendar in QuickBooks, follow these steps:
1. Login to your QuickBooks account. If you have more than one, make sure you’re logged into the one you want to connect to Invoice.
2. In the QuickBooks app centre, go to Invoice with Google Calendar.
3. Click on the green Get App Now button.
4. If you’re a Master Admin for more than one QuickBooks subscription, choose the subscription you want to connect to Invoice.
5. Click Authorize.
6. When asked, choose the Google account you want to connect with the app.
7. Allow access permissions for Invoice with Google Calendar.
8. When the app opens, continue with setup.
9. When prompted, choose the item from your product or services list in your QuickBooks account that you want the app to use. In the future, you can change the item, but description and time is not changeable. For instance, if you’re a photographer and a graphic designer, you might have “photo shoot” and “logo design” listed in your products and services list. You can freely switch back and forth between the two, but once you have designated the length of time you spend on a specific job, it can’t be changed.
10. Click Connect, and setup is now complete.
11. When prompted by the Invoice app, go back into your QuickBooks account.
12. The app automatically takes you the your Create an Invoice page in your QuickBooks account and provides a tip for adding an event.
13. Close the tip screen. An app drawer opens to show you the calendar events that are now connected to your Google account. If the calendar is a shared one, you can add events from that calendar.
Tips for Using Google Calendar With QuickBooks
In QuickBooks, there’s a difference between Sales Receipts and Invoices – you can only add events to your invoices, not to your sales receipts. And you also can’t restrict access to this function. Other users on your QuickBooks account that have invoicing permission can also add events. And finally, a calendar event can be added multiple times, so it’s important to have some type of system in place to avoid billing the same client twice for one job. Adding the word Paid in front of an event (such as Event 1 is ‘photo shoot’, Event 2 is Paid photo shoot) is a great way to show the difference within the calendar.
Don’t let a lack of time to input manual entries be a reason to avoid sending your invoices. Let Google and QuickBooks streamline the process for you. Just connect Invoice with Google Calendar to QuickBooks and start electronically sending your invoices on time. Ready to begin? QuickBooks Self-Employed app helps freelancers, contractors, and sole proprietors track and manage business on the go. Download the app.