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Level 1

Is there a way to group time by employee when creating an invoice

 
4 Comments
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QuickBooks Team

Is there a way to group time by employee when creating an invoice

Good day, DM617.

 

For now, you can only select Group time by service when creating an invoice. You may want to run a report that will sort time activities per employee. Then, use the information from the report to review their time entry before creating the invoice. 

 

Here's how:

 

  1. Go to the Reports menu and type in Time Activities by Employee Detail in the Search field.
  2. Select the correct dates in the Time Activity Date field.
  3. Click the drop-down arrow for Group by and select Employee.
  4. Click Run Report.

The Community is always here if you have follow-up questions. I'll jump right back to help you again.time report.PNG time report 2.PNG

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Level 1

Is there a way to group time by employee when creating an invoice

Thank you for your response.  That is exactly what I have been doing but it is extremely time consuming and not a viable long term solution.  I am looking for a 3rd party app that will allow me to pull in time on the invoice by employee.  Any suggestions would be appreciated.  I am a recent convert from QB Desktop and find it frustrating that much of the functionality is missing in QBO.    

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QuickBooks Team

Is there a way to group time by employee when creating an invoice

Hi there, @DM617.

 

I have some information on how you can find the best app that will allow you to pull in time on the invoice by employee.

 

I may not be able to recommend a specific app, but I can help you run a search.

 

Here's how:

  1. Log in to your QBOA account.
  2. Go to apps.intuit.com or click Apps from the left panel.
  3. Enter a keyword in the Search for an app box or use the Browse Category for more filters.

While the feature you need isn't available, I encourage you to send feedback straight to our product developer to let them know you'd like this feature added. QuickBooks Online is a constantly evolving platform and the voice of users, like yourself, helps steer the changes that occur.

 

Here's how:

  1. Go to the Gear icon.
  2. Choose Feedback.
  3. Enter your request/product suggestion, then click Next.
  4. Select Feedback as the Category.
  5. Click Send message.

Additionally, I want you to know that your voice matters and I'm going to submit feedback based on this interaction. Feedback is sent to the Development Team for determining what features and systems to implement for users.

 

That should help you look for a third-party apps that would pull in time on the invoice by employee. If you should need anything, I'm just a reply away. Have a most lovely holiday.

Highlighted
QuickBooks Team

Is there a way to group time by employee when creating an invoice

Hi again, DM617.

 

I can't specifically recommend an app. Instead, let me route you to the App Center to look for third-party apps that will work with QuickBooks Online. You can do it in QBO through the Apps menu, or visit the official website.. Here's the link: https://apps.intuit.com/app/apps/home

  

We're always here if you need more help getting around your new QBO account. 

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