How do I create consulting invoicing for hourly/Not to Exceed projects where I apply billable hours to multiple line items. Or how do we resemble AIA invoicing.

Hi there, cwright2, 

I'd like to verify, are you referring to the progress invoicing feature? If so, you can enable the option by following these steps:

1. Go to the Gear > Account and Settings.
2. On the left panel, click Sales.
3. Select Progress Invoicing, and put a check mark on the Create multiple partial invoices from a single estimate box.
4. Click on Save.

Once done, you can follow the rest of the steps in this article: Set up and send progress invoices in QuickBooks Online.

If you're referring to something else, I'm just a few clicks away to help you some more. Take care and stay safe.

@cwright2 

As another option, explore TS Pro as for your time tracker app to create limits on hours billed for tasks/projects and integrate it with your QBO.

https:// timesolv.idevaffiliate.com/222.html

I have the same question, and Progress Invoicing is not the answer (we already do that).  We use progress invoicing when we give a Lump Sum Fee for a project, then we invoice percentages of that fee as the job progresses, regardless of actual man-hours spent.

What we also need is the ability to invoice on an Hourly basis, up to but not exceeding a Maximum Fee.  We often have projects where we give the customer a MAXIMUM fee that we agree to, but then invoice the customer for actual man-hours spent as the job progresses  If we finish the job before reaching the maximum fee, then the final fee is less than the maximum.  If we end up spending more time than anticipated, and we reach the maximum fee, then we can't invoice any more than the maximum.  We need Quickbooks to track all of the invoices for that job, and NOT ALLOW us to invoice beyond the maximum fee.  (The concept is similar to employee contributions to a retirement plan - QB deducts a certain amount each paycheck, but when the maximum allowed for the year is reached, QB won't deduct any more.)

Being able to create limits on hours billed for invoices isn't an option, tom_sspa.

You can send a request about the feature that you want within your QuickBooks Online company file. Let me show you how it's done.

1. Select the Gear icon at the top, then Feedback.
2. Enter your comments or product suggestions. 
3. Click Next to submit feedback.

Your valuable feedback goes to our Product Development team to help improve your experience in QBO. You can track feature requests through the QuickBooks Online Feature Requests website.

For now, progress invoicing is the feature that will let you track projects with the initial estimate and partial payments. You can look for other apps as recommended in this thread to help you with the process.

If there's anything else you need, please leave a comment below. I'll be right here to provide additional information about the feature that you want for your invoices.

Obviously the ability to set a Not To Exceed amount for invoicing is a highly desired feature... I found this page because I am searching for the same thing.  I see that this post is more than 6 months old.  Any chance Quickbooks has listened and created this feature yet? 

Welcome to QuickBooks, @eliza_109.

I'm here to show you how to get a product feature update in QuickBooks Online.

If you haven't submitted feedback for the product feature you prefer to have in QuickBooks, you may follow the steps provided below:

1. Select the Gear icon.

2. Select the type of feedback in the box.

3. Click the Next button to submit.

Once done, you may track the status of your summited feedback on our QuickBooks Online Features Requests page.

I've attached these resources in case you want to import and design custom form styles for your invoices or estimates in QBO:

• Import multiple invoices at once
• Import custom form styles for invoices or estimates

I'll be around if you have any questions about this process. Let me know in the comment section. Take care!

Has QuickBooks created an invoice for Hourly Not to Exceed yet - looks like it's requested quite often?  I manage an Engineer Firm and most of our work is based on an Hourly Fee.  It sure would be helpful if an invoice was created to show the "proposed amount / amount previously invoiced / amount currently invoiced".

Thank You

You can submit feedback to add this feature in an invoice, @RO63.

This feature is still not available in QuickBooks Online. To add this, you need to submit a request. Our developer team will decide to add it.

You can see the steps provided by my colleague above, ChristineJoieR.

You can then track feature requests through the QuickBooks Online Feature Requests website.

For future reference, you can read this article to record payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

Let me know if you need further instance on managing invoices. I'm always here to help. Have a great day.

@RO63 

You need a 3rd party app to do so.