New Invoice Experience - Summary Bills and Linking Time

Hello there, Martha.

I understand the importance of consolidating all time entries into a single description of professional services. At the moment, QuickBooks does not currently offer the option to summarize bill entries into a single-line description. 

Moreover, since this functionality is more convenient for you, I recommend sending a request to our product engineering team so they can consider adding this feature in future updates. Here's how:

1. Click the Gear icon, then select Feedback.
2. Enter your comments or product suggestions.
3. Select Next to submit feedback.

If you want to learn how to invoice unbilled time activities automatically, you can check this article: Automatically invoice unbilled time activities in QuickBooks Online.

Feel free to visit the Community if you have further questions about summarizing bills and linking time in QBO. The Community forum is always glad to help you.

Thank you for getting back to me.  While I understand that there isn't the ability to summarize a bunch of time entries into one now, that was a key functionality before the development team rolled out the new invoice experience.  

While I appreciate you and you getting back to me (as in not shooting the messenger), I really don't appreciate the decisions your design and development team are making.

I agree and will send the suggestion - I bill by the hour but I invoice all hours in one line to my client, so I have to do a manual invoice and I'm not sure if I get any value out of your timekeeping functionality.  Was hoping I could get rid of my spreadsheet and word invoice but now I think I can create a manual invoice but still need the spreadsheet to summarize hours for the client each month.  Disappointed!

What I would want is to take the hours recorded against a client and service and total / summarize into the invoice automatically.  This would help prevent me making a mistake transferring the hours and $ to the invoice from time tracking, and then let me use the invoice to track receivables and revenue.  

Nobody wants an invoice with 1 hour for a meeting and 2 hours for writing a memo and 3 hours for a workshop etc.  But they do want me to have that detail in case there are questions.

Hope that helps.

Gil

This is a huge, unanticipated downside to our migration from desktop to QBO. I've tried the Bundle option ( which doesn't allow adding the sync'd entries). My current work around - open the invoice - add the expenses individually, add one line manually with the total, delete the expenses from the invoice, they will pop up in the ribbon on the side again (why can't there be an option to leave unbilled) and then mark them individually unbillable. 

Ugh. It also means the Unbilled Time report is a zillion pages longer. Really hoping someone who can fix this is reading these

I understand the significance of having the bundle feature to add up the sync'd entries, BookInSeattle.  

We value your time with us. Thus, I recommend submitting a feedback. This way, we can enhance your experience with us and will be shared with our Product Development team.  

Here's how:  

1. Select the Gear icon, then choose Feedback.
2. Enter your comments or product suggestions.
3. Click Next to submit.

Also, I appreciate the workaround you've shared here in the Community space. It will surely help other users experiencing the same situation. That they can have something they can work on. 

Additionally, you can browse these guides to help with the migration procedures and managing your newly created QuickBooks Online (QBO): 

• Learn how features and data move from QuickBooks Desktop to QuickBooks Online
• Learn what to do after you move from QuickBooks Desktop to QuickBooks Online

Please let me know if you have more questions about the conversion process. I'll be here to assist. Take care.   

Solved it! I can now roll all my time activities that import. One line per person/ service, has to be exactly the same item. No difference in description or bill rate and you are golden.

Gear Icon

Custom form styles

Content

CLICK on the edit pencil in the Item section

Show more activity options 

COLLAPSE ACTIVITY ROWS

It won't show on your screen as collapsed but it will print and save that way for the client. Yeah. 

didn't work for me - what's the trick?  And why on earth would it look different on screen than in print?  I checked the .pdf version and all the detail was still there.  so close!  Service and rate and employee are the same.  not clear what other criteria it might use if it indeed works...

Hello, @mrzorro, 

Could you please provide me with more information about the steps that didn't work for you? Additionally, could you elaborate on the differences you noticed between the information on your screen and the printed output? A screenshot will also be a great help in identifying this concern. Just make sure to cover any personal and sensitive information about your account. 

This will enable us to offer you an accurate solution to the issue you are experiencing. 

To provide more details, just click on the Reply button below. 

I look forward to hearing from you soon!

I was responding to a post that said the collapse details setting in invoices would create a summary. They said it showed as summarized in print even though it didn’t look that way in the invoice creation screen. Both things seem false. It looks the same and neither view collapses the detail. I want one invoice line for all hours for a client in a period at a rate for a service by an employee. I can only do it manually now and therefore can’t mark the hours as billed manually so the unbilled list will grow as well. 

Hello @mrzorro, I appreciate your quick response.

I can see the time and effort you gave in trying all the steps shared in this thread to fix the bundle feature and sync entries in QuickBooks Online (QBO).

We would like to investigate this further and check the real cause of the issue. With that, I recommend contacting our Support Team. Rest assured, our Team will do their best to figure out why it happened. That way we'll be able to follow some solutions on this.

Once you get in touch with them, they will pull up your account in a secure environment using the information you'll share. Here's how to reach them:

1. Click the (?) Help icon and enter Talk to a human(then type it again when prompted).
2. When asked by the bot, enter your concern
3. Select I still need a human, then proceed with Contact us or Get help from a human.

Also, if you need more resources about handling sales, income, and your customers, feel free to visit the links below:

• Invoices and payments.
• Sales and customers
• Fix QuickBooks Online printing issues on browsers for Windows.

Let us know how the call goes. If you have other questions about printing and managing your sales transactions, don't hesitate to add another post. Take care.

Hey. It totally works.

Check your descriptions on each service item can't be different. The reason the screen doesn't show is because it's raw data from Tsheets (wherever) it can't consolidate there. Has to be on the next screen to be summarized. You're so close, don't give up!

Happy to help if you want to call my office line will walk you through. 

[phone number removed]