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Frequent Explorer **

Quickbooks Mac-Setup invoices to auto-fill rates for different customers?

Hi,

 

I would like to be able to set different billable rates and invoice templates for different customers, so that the invoice will automatically use the correct rate and invoice template when you select the customer.

So far I can't even find somewhere to set an hourly rate. 

Where can I set a labour rate for billable time?

 

Also, under time sheets, is it possible to put the time against a specific invoice so you don't have to sort through a large list of random hours when adding time to an invoice?

 

Thanks a lot.

Solved
Best answer 04-12-2019

Accepted Solutions
QuickBooks Team

Re: Quickbooks Mac-Setup invoices to auto-fill rates for different customers?

 Hello there, KD12.

 

I'm here to share some information about setting up billable rates to different customers.

 

Billing rate is only available in Contractor, Professional Services, and Accountant versions of QuickBooks. There isn't a way we can set different billable rates and invoice templates for different customers and put a time against a specific invoice in QuickBooks Desktop for Mac.

 

To know more about this, we offer this article as your guide on setting up custom rates for your customer: Set up custom rates or prices for employees, vendors, or customers.

 

While this option is not yet available in Mac version, you may want to check for new feature updates through this link: https://qblittlesquare.com/

 

Also, since you're using QuickBooks for Mac, you might find this user's guide helpful: QuickBooks for Mac Guide.

 

You've got me here if there's anything else you need to know more about billing rates in QuickBooks. I'll be around to help you some more.

View solution in original post

4 Comments
QuickBooks Team

Re: Quickbooks Mac-Setup invoices to auto-fill rates for different customers?

 Hello there, KD12.

 

I'm here to share some information about setting up billable rates to different customers.

 

Billing rate is only available in Contractor, Professional Services, and Accountant versions of QuickBooks. There isn't a way we can set different billable rates and invoice templates for different customers and put a time against a specific invoice in QuickBooks Desktop for Mac.

 

To know more about this, we offer this article as your guide on setting up custom rates for your customer: Set up custom rates or prices for employees, vendors, or customers.

 

While this option is not yet available in Mac version, you may want to check for new feature updates through this link: https://qblittlesquare.com/

 

Also, since you're using QuickBooks for Mac, you might find this user's guide helpful: QuickBooks for Mac Guide.

 

You've got me here if there's anything else you need to know more about billing rates in QuickBooks. I'll be around to help you some more.

View solution in original post

Frequent Explorer **

Re: Quickbooks Mac-Setup invoices to auto-fill rates for different customers?

Thanks for the help! 

QB Mac wont fit my needs. I'll have to go for Desktop Premier.

QuickBooks Team

Re: Quickbooks Mac-Setup invoices to auto-fill rates for different customers?

I appreciate your prompt response, @KD12.

 

I want to ensure you'll get the product that will suit your business needs. Let me provide some information about QuickBooks Desktop Products.

 

There are various versions of QuickBooks Desktop that you can select depending on your business needs. To get more information about our products, you may check out this link: Choose your QuickBooks Desktop product.

 

However, if you need additional assistance with this concern, I'd recommend getting in touch with our Customer Care Team. This way, they'll be able to discuss further the functionality of each product and help you decide the best version that fits for the type of business that you have.

 

This should get you going today.

 

Keep me posted if you have any other questions with QuickBooks. I'd be happy to lend a helping hand. Have a great weekend.

Established Community Backer ***

Re: Quickbooks Mac-Setup invoices to auto-fill rates for different customers?

You absolutely can have billing rates in QB Mac. What you cannot do in any version of QB that I'm aware of is customize an invoice to automate it. You control your service items, if you have multiple billing rates then you have multiple service items that reflect those rates. Use the service item in your time tracking that applies to your customer then transfer those time entries when generating the invoice.

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