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Level 3

Timesheet entries connected to an Invoice

Good morning;

 

Is there a way to determine which time sheet entries are used on an invoice?  ie, if i delete or void an invoice, i would have to go back and "unbill" each associated segment.  I have to make sure only the correct segments are removed for a particular progress invoice i made an error on. I guess the same would apply to expenses (which would be more obvious and easier in my case), and mileage

 

Thank you -

Solved
Best answer 01-13-2020

Best Answers
QuickBooks Team

Re: Timesheet entries connected to an Invoice

Thanks for the clarification, Lukes_mum. The example is is helpful and I see exactly what you're looking for now. In this case, there isn't a shortcut around going back into the billable timesheet and re-marking it as billable in the system. Even though your invoice was deleted, the program still thinks you used the hours.

 

I know this causes a little extra legwork, and I recommend leaving feedback about it for our product development team. To do so, click Help in the top menu, then Send Feedback Online. We love hearing feedback from our users about ways we can enhance the program and facilitate managing your books.

 

Let me know if you have further questions!

View solution in original post

5 Comments
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QuickBooks Team

Re: Timesheet entries connected to an Invoice

Hi there, 

 

Adding billable time to your invoices from your weekly timesheet is an awesome feature available to you in QuickBooks Online. This feature saves you tons of time and helps keep your hours accounted for. I'd be happy to explain how to remove your timesheet entries from invoices you're trying to delete. 

 

Here's what you'll do: 

 

1. Click the Sales tab, then select Invoices

2. Locate your invoice from the list and click to open it. 

3. Click the small link icon on the far right side of the line item for your hours.

4. Simply click Remove, or to view the exact details of the timesheet, click the blue link that says, Billable time

5. Here you can review the time activity for your reference, or delete it by clicking the Delete button at the bottom of the page. 

 

Simple as that. I hope this helps to fully answer your question. If you're still in need of further assistance, please reach out to our tech support team. 

 

Have a great weekend.

 

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Level 3

Re: Timesheet entries connected to an Invoice

Hi, Addie;

 

I appreciate your taking the time to provide a reply.  I use Desktop though.  Also, i guess i did not explain properly what i need to do.  I have an invoice that i already created from my timesheet.  This invoice needs to be voided, and i was hoping to be able to see the breakdown of the individual time, expense and mileage entries that made it up, so i could go back in and reset them.

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QuickBooks Team

Re: Timesheet entries connected to an Invoice

My mistake! I just now noticed the Desktop tag you used on your original question. I'll explain how this works in Desktop.

 

In the Desktop program, the timesheet and the invoice are two separate areas of your account. Unlike Online, if you delete or void an invoice, your timesheet will still remain unaffected. 

 

If you'd like to simply review the timesheet information, you'll open the Timesheet module, then click "Previous" to search through your past timesheets. There's some additional information here: Create and print timesheets. While the article is a US resource, the steps will be the same in your account. 

 

If you need any additional help with this, I highly recommend reaching out to our tech support agents

 

Cheers.

Highlighted
Level 3

Re: Timesheet entries connected to an Invoice

Hi, and thank you again :).  I've been making invoices from timesheets for years.  Here is what i am asking. I hope this clarifies what i am asking:

 

I made a December invoice, from the timesheet and costs, and my invoice line is Joe Blow.... 19.43 hours. I have previously also billed the client in November for 29.2 hours of Joe Blow's time.   I need to delete the December invoice.  When i delete the invoice, the timesheet components that comprise the total of 19.43 hours are not reset to billable;  i have to go back and do it manually.  Is there a bulk way to to do this, or is there way i can see what timesheet components i used to create the December invoice so that i do not accidentally double bill items from the November invoice?

 

Thank you again -

QuickBooks Team

Re: Timesheet entries connected to an Invoice

Thanks for the clarification, Lukes_mum. The example is is helpful and I see exactly what you're looking for now. In this case, there isn't a shortcut around going back into the billable timesheet and re-marking it as billable in the system. Even though your invoice was deleted, the program still thinks you used the hours.

 

I know this causes a little extra legwork, and I recommend leaving feedback about it for our product development team. To do so, click Help in the top menu, then Send Feedback Online. We love hearing feedback from our users about ways we can enhance the program and facilitate managing your books.

 

Let me know if you have further questions!

View solution in original post