cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I combine charges into one single line item on an invoice?

I need to be able to track various charges to a single project, but then merge all the charges to a single line item.

I need to be able to track that each individual charge has been paid, but also need to "hide" the individual charge from my customer so they don't see all the individual hours billed to them.

Solved
Best answer 10-15-2018

Accepted Solutions
Intuit

Hi rakaworks, We're happy to announce that we now have th...

Hi rakaworks,

We're happy to announce that we now have the ability to combine multiple charges into a single item on an Invoice!  To do this, just start to create the Invoice, which will open the "drawer" on the right hand side.  There you will see all your Billable Time, along with various options: Filter by types, Date, and Group Time.  Change the default to Group Time by Service (screen shot 1). Then we will add all time into one line item based on the Service Code on the Time Sheet.  

Please let me know if that helps.  Thank you for providing us with the idea and for being a QuickBooks Online Customer- we appreciate you!!

View solution in original post

12 Comments
Intuit

Hi rakaworks, We're happy to announce that we now have th...

Hi rakaworks,

We're happy to announce that we now have the ability to combine multiple charges into a single item on an Invoice!  To do this, just start to create the Invoice, which will open the "drawer" on the right hand side.  There you will see all your Billable Time, along with various options: Filter by types, Date, and Group Time.  Change the default to Group Time by Service (screen shot 1). Then we will add all time into one line item based on the Service Code on the Time Sheet.  

Please let me know if that helps.  Thank you for providing us with the idea and for being a QuickBooks Online Customer- we appreciate you!!

View solution in original post

Level 1

I know this is old, but I would just like to point out th...

I know this is old, but I would just like to point out that there is a flaw in the Group Time by Service. When you choose this option, it does condense everything into a single line, but it also breaks the link from the 'billable hours' to the invoice, and they just show up as charges. This is a problem because we separate out billable hours, billable expenses, and misc. charges on our invoices and need subtotals. By breaking this link to billable hours, the hours are mixed in and subtotaled with the other charges.

After several days looking into this, I finally figured out a workaround. You have to add all of the billable hour lines individually to the invoice, and then you have to copy the same description to each line with that product/service. We have 3 main labor products, so I had to sort them and then copy the appropriate line description. Then it finally worked and lumped all billable time together with a subtotal. (Note - the invoice has to be formatted for this in the settings.)

I submitted feedback to QB on this but thought I would post here as well in case it helped someone else out.
Level 1

How did you format the invoice in settings?

How did you format the invoice in settings?
Level 1

Michele, you go to Settings - Custom Form Styles, and the...

Michele, you go to Settings - Custom Form Styles, and then choose your default invoice to work with and click Edit. Once you are in the edit screen, choose the Content tab at the top, then click on the center portion of the invoice picture to get those options to show up. Within those options, click Show More Activity Options at the bottom. I have it check to Group Activity by Type, Subtotal Groups, and Collapse Activity Rows to get the results I want. You can play around with the settings to make it work best for you. I hope this helps!
Moderator

Hi rakaworks, At the moment, there's no option in QuickBo...

Hi rakaworks,

At the moment, there's no option in QuickBooks Online where you can combine multiple charges into a single item. However, here's a workaround: You can create a service item and name it Time Charge. Then, uncheck the billable box on the Weekly Timesheet or Single Activity. When it's time to create an invoice for a project, select the Time Charge from the item list and enter the total billable hours and the rate. 

Let me know if you have other questions. I'd be glad to help you further. 

Level 1

Re: I know this is old, but I would just like to point out th...

How did you sort your labor products? Did this have to be done manually?

Moderator

Re: I know this is old, but I would just like to point out th...

It's nice to see your post in the QuickBooks Community, @SeekingSolutions.

 

I'm here to help you get back to business. Are you trying to sort the products and services list in QuickBooks Online? If so, you can run the Product/Service List report.

 

Here's how:

  1. On the left pane, select Reports.
  2. Find and select Product/Service List.
  3. On the Product/Service List Report, click Sort at the top left.
  4. Click the Sort by drop-down and select the way you want the items are sorted.

You can also memorize this report with its current customization settings to easily access it. The following article will give you instruction on how: Memorized Reports.

 

That's it. Drop me a comment below if you have any other questions about sorting the labor products. I'll be happy to help you out. 

Level 1

Re: How do I combine charges into one single line item on an invoice?

I have a similar issue for which have been unable to find a good workaround.  Having migrated from the Mac desktop version, there was a way to mark tasks as billable and have them appear as a single amount on an invoice. When you would look at the reporting for the project, it would then indicate what was billed and what wasn't. The benefit of this was that time reporting was accurate in that you could look at a project and see what you actually billed within the total time spent on the project. This is very important in our business because often we cannot bill for all our time, but it is important to know what total time was spent on a project and which of the itemized time tasks were actually billed. I see no way to do this in QB Online. 

Anonymous
Not applicable

Re: How do I combine charges into one single line item on an invoice?

Thanks for adding to the conversation, 2FiVE8,

 

I appreciate the in-depth details you shared. I can add a bit more about combining customer charges into one single line item on an invoice.

 

QuickBooks Desktop and QuickBooks Online use different coordinating platforms. In this case, some product features launched may be different depending on the program you're using.

 

Since the feature you're looking for is not yet available in QBO, I would recommend sharing your recommendation to our product engineers. They are ones who consider customer feedback for future QuickBooks enhancements. Here's how you can add your request:

  1. Click the Gear icon.
  2. Select Feedback.
  3. Enter your feedback and suggestions.
  4. Click Next.
  5. Select Feedback for the Category.
  6. Click Send message.

That should do it, 2FiVE8. Your suggestion would go directly to our Support Team. i'll do the same thing in my end to reinforce this request. Have a good one!

Level 1

Re: How do I combine charges into one single line item on an invoice?

i am an engineering consultant with multiple time entries per month for one client. I must have the billable entries summarize into one billable expense per month. THIS SHOULDN'T BE SO HARD. [removed]!!!!!!!!!!!
Level 1

Re: How do I combine charges into one single line item on an invoice?

NEED TO COMBIINE MULTIPLE MONTHLY TIME ENTRIES INTO ONCE SUMMARY LINE FOR AN ENGINEERING CONSULTANT. FRUSTRATED!
QuickBooks Team

Re: How do I combine charges into one single line item on an invoice?

Hi there, ALPINEENG.

 

As previously shared in the earlier responses, summarizing multiple time entries is unavailable when creating billable expenses or invoices. You might want to use the recommended workarounds which include using the Group Time by Service and Time Charge service item.

 

I will be adding your feedback to what was previously sent by my colleagues. The more feedback or votes a feature request receive, the more likely it'll be implemented in the upcoming updates. 

 

Visit us again in the Community if you have other questions. 

Need to get in touch?

Contact us