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spudz6975
Level 1

combined client billing and project time summary

I am looking to create a report that combines billing for clients (projects) as well as hours billed to a project.  We use tsheets for our time tracking and it is integrated such that our office manager uses quickbooks desktop pro to handle our accounting, billing, payroll etc....

 

I am trying to assist her in creating a report that combines our billing summary for each client but also includes hours worked towards the project.  She is manually creating this each week for our project managers.  Seems like this can be easily automated with a customized saved report.  

 

One issue is that I am a project manager, and do not have admin privileges over quickbooks for obvious reasons...salary info, personal info, etc.....  Just trying to find the best way to help our admin.

1 Comment 1
BigRedConsulting
Community Champion

combined client billing and project time summary

Unfortunately there is no report in QuickBooks that will show both financial transactions and time records.

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