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TLCPA
Level 1

When is QBO going to allow us to set customer billing rates by service item for each employee as Desktop does?

I am a Proadvisor. You REALLY need to provide the functionality in QBO to be able to set customer billing rates based on "Service Item." Even better would be to allow us to set billing rates for each employee for each Service Item. Is this being worked on?? QB Desktop has this functionality and it is essential for many professional firms like accountants, lawyers, engineers, architects, etc. Professional firms often have different billing rates for different services they provide.  Just setting billing rates by employee name is NOT good enough.  That assumes employees are binary in their work and only do one activity. When the timesheet info. is pulled over from QuickBooks Time for employees they are already sending QBO all the information its needs as they provide the employee name, service item, and time. If you create a module to assign billing rates, then you can automatically populate the invoices correctly. I understand that QuickBooks Time will allow you to have the employee enter a billing rate for every time entry, but that is repetitive, certain to lead to errors, and sometimes that information is not something you want the employees to see. I can't recommend QBO/QuickBooks Time to professional firms until this is resolved, unless they have a 3rd party billing software. I have seen a number of people in QB forums shocked that this functionality is not built in and very frustrated, especially given the huge push to move people to QBO.

2 Comments 2
MirriamM
Moderator

When is QBO going to allow us to set customer billing rates by service item for each employee as Desktop does?

Hello there, TLCPA.

 

At this time, being able to set customer billing rates by service item for each employee is unavailable in QuickBooks Online (QBO).

 

We recognize that each company has unique needs, and I can see how the feature you're looking for would benefit and empower your business. Please note that we are constantly striving to improve our software to meet all your business needs. In the meantime, I suggest that you provide feedback to help us enhance the program. To submit your feedback, kindly follow the steps below:

 

  1. Go to the Gear icon at the top.
  2. Select Feedback.
  3. Enter your comments or product suggestions. 
  4. Then select Next to submit feedback.

 

As an alternative, you can consider looking for a third-party app that will help you set customer billing rates by service item for each employee.

 

To stay up to date with the latest and upcoming changes for QuickBooks products, visit these sites:

 

 

If you have any other queries about setting up billing rates, feel free to include them in your reply, TLCPA.

TLCPA
Level 1

When is QBO going to allow us to set customer billing rates by service item for each employee as Desktop does?

I have submitted feedback, but this is definitely a deficiency/flaw in the product and is practically a nonstarter for many professional firms with multiple employees.  This should have been in the product since day one.

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