Reporting pro services over several months

Hi PTCan,

Welcome to Community!  QuickBooks Online is a dynamic program that offers multiple features, to achieve your daily bookkeeping tasks with confidence.  There are a couple of options for reporting your customer jobs.  I'd be glad to assist!

Based on the information you've provided, you can enter a Due Date on your invoice and enter additional line items for each Service Date.  If you prefer to have individual invoices for each date, you can send your customer a monthly statement.  However, I feel you would benefit from using Projects.  This keeps all of your customer information in one project, so you can track hourly labour costs and profitability by project.  You'll also be able to invoice customers for project expenses.  

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

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

Feel free to reach out again, if any other questions come to mind.  We're always happy to help!
 

Hi PTCan,

Welcome to Community!  QuickBooks Online is a dynamic program that offers multiple features, to achieve your daily bookkeeping tasks with confidence.  There are a couple of options for reporting your customer jobs.  I'd be glad to assist!

Based on the information you've provided, you can enter a Due Date on your invoice and enter additional line items for each Service Date.  If you prefer to have individual invoices for each date, you can send your customer a monthly statement.  However, I feel you would benefit from using Projects.  This keeps all of your customer information in one project, so you can track hourly labour costs and profitability by project.  You'll also be able to invoice customers for project expenses.  

Should you require additional assistance, please don't hesitate to contact us.  It would be our pleasure to work with you directly, and ensure you're able to accomplish your QuickBooks goals as soon as possible!

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

Feel free to reach out again, if any other questions come to mind.  We're always happy to help!
 

Many thanks Trish for your reply.

I don't think these suggestions will achieve what we're looking for though. If we set the opening date for an invoice in May then add every activity with the date it was delivered on that invoice, the total of the invoice will count as revenue in May (even if some activities dates are in June)

What we wanted to do is:

• The professional services hours done in May to count in May's revenue
• The professional services hours done in June to count in June's revenue
• When we are done with all the work, we can send just one invoice to the customer

It appears that we don't have "Projects" in our QuickBooks Plus and we are not going to add cost to our subscription just to get that

It is OK if there is no way to achieve that and you do not have to respond but you may add it as an enhancement request.

Ashraf

Hi Trish,

We are on QuickBooks Plus (see attached screenshot) but I can't see Projects anywhere in the main or the sub menu. 

Also, I'm not sure Projects will do what we need but I'd like to try.

Ashraf

Great help Trish and Alex, thank you very much.

Hi there PTCan,

We're happy to be of assistance. If you have any other questions, feel free to respond here.