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natalie56
Level 1

Can I view billable earnings to date, halfway through a pay period, in either QB Time or in QB?

Self-employed, using QB time to create client timesheets ready for invoicing from QB at the end of each month. I would like to get an idea as the month progresses, how much I am earning as the month goes along. I can't find any way to do this as yet.

1 REPLY 1
IrishA
QuickBooks Team

Can I view billable earnings to date, halfway through a pay period, in either QB Time or in QB?

We can view your accrued earnings in QuickBooks by entering the time data from QuickBooks Time into QuickBooks by running the Transactions List by Customer report and displaying the time charge, Natalie56. Allow me to provide details below.
 

QuickBooks Time is primarily a time-tracking tool. While it helps record hours worked and integrates with QuickBooks for invoicing and payroll purposes, it does not automatically calculate earnings or provide a running total during a specific period.
 

To pull up the report Transactions List by Customer, here are the general steps:
 

  1. Go to the left navigation panel, then choose Report.
  2. On Find report by name, enter and select Transaction List by Customer.
  3. Choose a Report period for the transactions you want to run.
  4. You can Switch to Classic View, then Click on Customise.


     
  5. Under Rows/Columns section, select Change columns.
  6. Check the Customer and other details you want to display.
  7. Proceed to the Filter section, then check Transaction Type.
  8. Beside Transaction Type, choose Time Charge.


     
  9. Hit Run report.


     

Moreover, once you customise your report you can save it for future use, please refer to this article: Save a customised report in Quickbooks Online.

If you have further concerns about customizing reports in QuickBooks Online, feel free to come back here in the Community. We're here to assist you 24/7.

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