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How do I create an estimate and a progress invoice that uses billable time to update the progress?

I am having trouble creating an invoice that updates an estimate using billable time entered in a timesheet.  I'm using Quickbooks Desktop Pro 2019 (Professional Services edition)

 

We are a consulting firm.  I create a proposal for the overall project using the appropriate service items, but then need to invoice for specific billable time performed by my people.  When I create an invoice for the estimate, I can either enter progress against each line item from the estimate and/or I can also add unbilled time to the invoice. However, what I can't do is create an invoice that updates the progress based on the billed time.   

 

My invoices need to include the date, work performed (Item), hours, rate and subtotal and total.  I also need to show progress against the estimate.

1 Comment
QuickBooks Team

Re: How do I create an estimate and a progress invoice that uses billable time to update the prog...

Thanks for giving detailed information of your progress invoicing preference for QuickBooks, @stulk.

 

You're correct. You can enter progress against each line item from the estimate and add unbilled time to the invoice. However, creating an invoice to update the progress based on billed time is unsupported.

 

We truly value your suggestion on how best to improve the services we offer. Your idea helps our Product Development team decide which feature will be implemented in the next future update. 

 

For now, you can visit and check our Blog site. It posts product enhancement and accounting advice written by business bloggers and QuickBooks Team.

 

Let me know if there's anything else I can do or you have other proposals. I'd be here to provide more help and share them on your behalf.

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