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johnfk
Level 1

How do I consolidate time activities?

Hello, I would like to total all my daily time activity entries by category each month so that I can create an invoice that has only a small number of billable time entries for my clients.  Does anyone know if there is a feature in QBO that will do this or an app (e.g. Tsheets) that will summarize all time entries by month?  

Thank you!

Solved
Best answer August 03, 2020

Best Answers
jamespaul
QuickBooks Team

How do I consolidate time activities?

Hello,  johnfk.

 

Yes, there's a feature for that in QuickBooks Online. I'd be more pleased to show you how to consolidate your time entries. 

 

You can consolidate your time entries by grouping them by service when invoicing your customers. 

 

  1. On the invoice creation screen, select the customer with a pending time activity under Customer
  2. The Add to invoice panel will automatically appear. Choose Group time by service in the second drop-down menu.
  3. QuickBooks will automatically consolidate the time entries by service. Simply click on Add to add the time entries as line items. 

 

conso1.PNG

conso2.PNG

 

Be sure to show the service when entering the time if you haven't done so already. On the weekly or single timesheet screen, click the Gear icon then check Show service. This will let you assign a specific service to your entries.

 

conso3.PNG

 

I'd also suggest editing your time entries if you haven't added a service for them yet. Simply go to Sales, select a specific customer, then open the Time Charge transactions. 

 

You might also want to check our articles for guides. They also contain information on what else you can do in QuickBooks Online. 

 

I'd be glad to answer any future questions  you have for QuickBooks Online. Visit this thread again and I'll be there to help. 

View solution in original post

2 Comments
jamespaul
QuickBooks Team

How do I consolidate time activities?

Hello,  johnfk.

 

Yes, there's a feature for that in QuickBooks Online. I'd be more pleased to show you how to consolidate your time entries. 

 

You can consolidate your time entries by grouping them by service when invoicing your customers. 

 

  1. On the invoice creation screen, select the customer with a pending time activity under Customer
  2. The Add to invoice panel will automatically appear. Choose Group time by service in the second drop-down menu.
  3. QuickBooks will automatically consolidate the time entries by service. Simply click on Add to add the time entries as line items. 

 

conso1.PNG

conso2.PNG

 

Be sure to show the service when entering the time if you haven't done so already. On the weekly or single timesheet screen, click the Gear icon then check Show service. This will let you assign a specific service to your entries.

 

conso3.PNG

 

I'd also suggest editing your time entries if you haven't added a service for them yet. Simply go to Sales, select a specific customer, then open the Time Charge transactions. 

 

You might also want to check our articles for guides. They also contain information on what else you can do in QuickBooks Online. 

 

I'd be glad to answer any future questions  you have for QuickBooks Online. Visit this thread again and I'll be there to help. 

View solution in original post

johnfk
Level 1

How do I consolidate time activities?

Thank you jamespaul!

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