Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer January 04, 2019
Solved
Best Answers
Hi, @FC Matt.
Welcome and thanks for joining us here in the Community. Allow me to step in for a moment and share the steps on how you can create an invoice without entering each transaction as a line item in QuickBooks Desktop (QBDT).
I agree with @Anonymous that this is done using reimbursable (billable) expenses. To do this, let's start by setting up the preferences that'll allow us to mark expenses as billable. Here's how:
1. Go to Edit menu at the top, and click Preferences on the drop-down.
2. Select Time & Expenses, then go to the Company Preferences tab.
3. In the Invoicing Options section, put a checkmark on the Mark all expenses as billable option, then OK.
After that, you need to create a bill and enter all the transactions. Here's how:
1. From the Vendors menu at the top, select Enter bills.
2. Choose a Vendor, then enter the Date.
3. Fill in the appropriate details in the following fields:
a. Account: Make sure to choose the correct account.
b. Amount: Enter the total amount of the bill.
c. Memo: You can leave this field blank if necessary.
d. Customer:Job: Choose the customer billable for this expense. Choosing the customer will automatically mark this expense as Billable.
4. Click Save & Close.
Once done, you can now create an invoice for that specific customer. Here's how:
1. Go to Customers menu at the top, and pick Create Invoices.
2. Enter the customer that you entered on the bill.
3. On the Billable Time/Costs pop-up window, choose Select the outstanding billable time and costs to add to this invoice.
4. Go to the Expense tab, then put a checkmark on the expenses.
5. Click OK, then Save & Close.
That should do the trick! Please let me know how it goes by leaving a comment below. I'd be glad to answer should you have any follow-up questions. Have a wonderful rest of the day.
Hi, @FC Matt.
Welcome and thanks for joining us here in the Community. Allow me to step in for a moment and share the steps on how you can create an invoice without entering each transaction as a line item in QuickBooks Desktop (QBDT).
I agree with @Anonymous that this is done using reimbursable (billable) expenses. To do this, let's start by setting up the preferences that'll allow us to mark expenses as billable. Here's how:
1. Go to Edit menu at the top, and click Preferences on the drop-down.
2. Select Time & Expenses, then go to the Company Preferences tab.
3. In the Invoicing Options section, put a checkmark on the Mark all expenses as billable option, then OK.
After that, you need to create a bill and enter all the transactions. Here's how:
1. From the Vendors menu at the top, select Enter bills.
2. Choose a Vendor, then enter the Date.
3. Fill in the appropriate details in the following fields:
a. Account: Make sure to choose the correct account.
b. Amount: Enter the total amount of the bill.
c. Memo: You can leave this field blank if necessary.
d. Customer:Job: Choose the customer billable for this expense. Choosing the customer will automatically mark this expense as Billable.
4. Click Save & Close.
Once done, you can now create an invoice for that specific customer. Here's how:
1. Go to Customers menu at the top, and pick Create Invoices.
2. Enter the customer that you entered on the bill.
3. On the Billable Time/Costs pop-up window, choose Select the outstanding billable time and costs to add to this invoice.
4. Go to the Expense tab, then put a checkmark on the expenses.
5. Click OK, then Save & Close.
That should do the trick! Please let me know how it goes by leaving a comment below. I'd be glad to answer should you have any follow-up questions. Have a wonderful rest of the day.
