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sam233
New Member

How do I convert the time entries on a project to an invoice? I am on QB Online Plus. I have the project and time sheet entries created, but cannot get them to invoice

I upgraded my account thinking that I needed projects from one of the help videos, but nothing is working, many of the links are broken, and they do not say HOW to convert the time entry into an invoice. Any help would be appreciated.

2 Comments 2
Jayson_E
QuickBooks Team

How do I convert the time entries on a project to an invoice? I am on QB Online Plus. I have the project and time sheet entries created, but cannot get them to invoice

Hi there, sam233.

 

To convert the time entries on your project into an invoice in QuickBooks Online (QBO), you’ll first need to ensure the time entries are marked as billable. Once they are, you can move forward with invoicing them.

 

Here's how:

 

  1. Navigate to the All apps menu.
  2. Select Projects and go to the Time Activity section.
    image.png
  3. From there, click on the time entries you've created.
  4. In the time entry window, ensure that you tick the Billable box.
    image.png
  5. Once done, click Save.

 

After making the time entries billable, you can now convert them into an invoice. Here's how:

 

  1. On the Projects window.
  2. Check the boxes to the left of the time entries you want to convert to an invoice.
  3. Click on the Add to project dropdown and select Invoice.
    image.png
  4. You’ll now see the selected time entries displayed as Billable time on the right side of the invoice creation screen.
  5. Click on the Add button for the time entries you want to include in the invoice.
    image.png
  6. Once done, click Save.

 

If you have more concerns, feel free to add a reply below.

Jayson_E
QuickBooks Team

How do I convert the time entries on a project to an invoice? I am on QB Online Plus. I have the project and time sheet entries created, but cannot get them to invoice

Hello, sam233.

I’m following up to see if the solution we provided worked for you.

Did it resolve the issue, or are you still experiencing difficulties?

We're happy to assist further if you need any more help.

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