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The functionality to filter transactions on unbilled time and create batch invoices in QuickBooks Online (QBO) has been incorporated into the All Sales section under the Sales Transactions page. Here’s how:
- Go to My apps on the left menu.
- Choose Sales & Get Paid.
- Select Sales Transactions.
- Under Type, choose Invoices and select the invoices, and the Batch actions button will appear.
- For the Unbilled time, go back to the Type field and choose Unbilled income. From there, you can filter the Billable Expense Charge and Time Charge transactions.
If you are looking for a way to automatically generate invoices for unbilled time activities, you can set up automation in your settings. Let me show you how:
- Go to Settings (Gear icon) and select Account and settings.
- Click the Advanced tab, then select Automation.
- Turn Automatically invoice unbilled activity on.
- Choose the scheduling and notification preferences, then select Save and press Done.
Revisit this post if you have more questions about managing your sales transactions or any QuickBooks-related concerns.
