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jared-nychelpdes
Level 2

How can I stop time entries from showing up on recurring invoices?

I have clients who are on retainer and get an automatic recurring invoice for a fixed price every month. The issues I am having is that when my team tracks time for that client those time entries are appearing on the invoice and billing the client for that time too. I don't want to bill the client for that time as they are already paying a fixed price. How can I have the time entries show but not charge the client on the invoice for those entries?
1 Comment 1
MadelynC
Moderator

How can I stop time entries from showing up on recurring invoices?

I know a way to stop those time entries from showing up on your recurring invoices, Jared.

 

To do that, you’ll want to turn the Allow time to be billable feature off under Timesheet. I’m glad to show you the steps.

 

  1. Log in to your QuickBooks Online (QBO) account.
  2. Select the Gear icon, then choose Account and settings.
  3. Go to the Time tab.
  4. Click the Pencil icon under Timesheet.
  5. Toggle the button in the Allow time to be billable to deactivate the feature.
  6. Press Save then Done.
    Capture.PNG

 

If you have QuickBooks Time (TSheets) connected to your QBO, you’ll want to uncheck the Billable options in the Preferences. This way, your teams won’t be asked to select a customer or project before they can clock in.

 

Here’s how:

 

  1. Within QuickBooks Time, select QuickBooks.
  2. Click Preferences.
    Capture.PNG
  3. Uncheck the Billable and the Require Billable Yes/No options.
    Capture.PNG

 

You can use this guide if you'd like to modify your recurring transaction template in QuickBooks:Edit a recurring template.

 

If you have any other questions or concerns in managing your transactions, just let me know. I’d be glad to assist you further. Always take care!

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