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Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

 
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Best answer January 10, 2020

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Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Nothing to do with payroll.  It was about invoicing.  I did find a solution which was to go into "Custom Form Styles", "Content", then check off "include description here" under Product/Service.  This program is so cumbersome compared to QB's Desktop but I will keep trying to deal with it.

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12 Comments 12
Sarah Bl
QuickBooks Team

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Hello, @Lynn918. Welcome to the Community.

 

Thank you for the feedback on this issue.

 

I'd like to ask if you can provide me a little more insight on this.

 

Also, could you add an image so I can give you the best possible support?

 

In the meantime, this may be helpful for what you are trying to accomplish. I'm providing steps on how you can add a service date field to your invoices. Adding this field will allow you to break the service down by day on the line items.

 

A quick and easy way to turn your service date "On" in-case it may be off. Let me show you how:

 

1. Go to the Gear icon

2. Select Account and Settings.

3. Noe select Sales.

4. In Sales under Sales Form Content, here is where you'll see if the Service Date have been turned off.

 

I'll be awaiting your response. Please, don't hesitate to also reach back out if you have any other questions or concerns.

Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Hi.  Thanks for the reply.  The date is turned on in QB's/Invoices.

What I want to do is put a description, by date, of what work we did.  Then, directly under that, I would like to put the labor costs for that day.  When I tried that, all the labor amounts were at the bottom of the invoice (see sample).  There were 4 different labor entries at the bottom but I combined them into 2.  Also, the labor was all dated today, which I changed to 12/31 as it's a monthly invoice.  I know it's getting confusing but the main thing is to have the description of work, then the labor cost in the line below.

Thanks for any help you can offer.

Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

I checked and the date is "on" in the invoice form.

See attached sample:

What I would like to do is list the date and a description of the work completed.

Directly under that description/date, I would like to put the labor cost for that day.  On the attached sample you'll see that there are 2 listings on the very bottom of the invoice for labor costs.  Originally, there were 4 labor costs (one for each day I entered), but being they all showed at the bottom, I combined them into 2 separate labor payments.  

QB's desktop enabled me to create invoices in the way I'm looking to here.  

Thanks for any help you can offer.

Rose-A
Moderator

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

I'm glad to see you again here in the Community, Lynn918.

 

I appreciate the screenshots you've provided. To better isolate the issue, you might want to create a new template and re-create the invoice.

 

 

You can learn more about customizing templates in QuickBooks in the following article:

How to Customize Invoices in QuickBooks Online.

 

If you're still getting the same problem, we can perform basic troubleshooting steps by opening QuickBooks account using a private browser to start a new session.

 

Here's how to open a private window in different browsers:

 

  • Google Chrome: press Ctrl + Shift + N.
  • Mozilla Firefox: press Ctrl + Shift + P.
  • Internet Explorer: press Ctrl + Shift + P.
  • Safari: press Command + Shift + N.

If you're able to show all the information using your private browser, let's go back to your regular browser and clear its cache.

 

If this requires additional help, let me know by adding a new comment below. I'll be glad to provide additional assistance and insights at any time. Have a wonderful day!

Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Honestly, I have no idea where to start.  This is all confusing to me and extraordinarily time consuming.  

MariaSoledadG
QuickBooks Team

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Hi Lynn918, 

 

QuickBooks Online (QBO) uses most recent payroll to update for your timely cost. You can calculate yourlabor cost, then add project timesheets. 

 

Please check this article for more information and detailed steps: Get your project labor costs in real-time.

 

Please let me know if you're referring to something else. I'll make sure to get back. 

Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Nothing to do with payroll.  It was about invoicing.  I did find a solution which was to go into "Custom Form Styles", "Content", then check off "include description here" under Product/Service.  This program is so cumbersome compared to QB's Desktop but I will keep trying to deal with it.

Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

I forgot to respond last month when I found my go-around for this.  What I had to do was uncheck the date in the invoice and simply put the date on the first line of the description.  Then I was able to insert the labor costs under each date without the costs all showing at the bottom of the invoice.  Another go-around in QBO which I find really needs some common sense help!

ShiellaGraceA
QuickBooks Team

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Good work for this workaround, @Lynn918.

 

Currently, the only option is to create an import style invoice to include the labor cost in your description. Let me guide you how.

 

  1. Go to Gear, then QuickBooks Labs.
  2. Then, turn on Import Style. Tick Done.
  3. Go back to Gear, then Custom Form Styles.
  4. Click the New style drop-down and choose Import style.
  5. Follow the steps that will guide you through the rest.

 

Please refer to this article for more information about importing custom form styles for invoices or estimates. Also, I'll be sending a product request to our engineers regarding this. They can consider this option added in the future update.

 

You might also want to see this link for your reference: Track income, costs, and profitability by project.

 

Feel free to swing by anytime if you have other questions. The Community is always here to help. Enjoy your weekend.

Lynn918
Level 3

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Hi.  Thank you for your reply.  Hope your weekend was a good one.

I have revised my invoices but unfortunately, all costs still show at the bottom, labor and materials (Products and Services).  I'll just keep my go around as by removing the date column, it gives me more room for the description anyway.  Our invoices are very detailed and sometimes long so it works out okay.  

Just wish this program was more user-friendly.  

Thanks again for your help.

San Santosh
Level 1

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

Mason Works for Rain Harvesting Pit

 

11/08/2024

 

The mason completed work for Parvathi and Kaveri near the second borewell. Protection was provided for the pit ring top with a 16mm steel rod. The civil work on top of that was also completed.

 

12/08/2024

 

The mason completed work for Parvathi near borewell one for the new RWH pit. He did chipping work for the pipeline and provided protection for the pit ring top with a 16mm steel rod. The civil work on top of that was completed.

 

13/08/2024

 

The mason completed work for Kaveri near borewell one for the new RWH pit. He did chipping work for the pipeline and provided protection for the pit ring top with a 16mm steel rod. The civil work on top of that was completed.

 

Total labor payment cost is 13,000 Rs.

Bryan_M
QuickBooks Team

How do I create an invoice and show the labor cost under each day? All labor shows at the bottom of the invoice. Using QB's Essentials Online

I'm glad to see you in this thread, San.

 

There are different ways to record labor payments for your workers in QuickBooks Online (QBO). Allow me to share this with you.

 

Before anything else, I'd like to know if you're workers are added as regular employees or contractors.

 

If they're regular employee, you can add them as employees in the Payroll tab and create a project weekly timesheet or single time activities for the work they performed for Rain Harvesting Pit.

 

Here's how:

 

  1. Click the + New button.
  2. Under Employees, select Weekly Timesheet.
  3. Pick the name of the employee and period.
  4. Choose the correct project, pay item and service.
  5. Enter the number of hours worked and tick the Billable checkbox as needed.
  6. Complete the rest of the fields.
  7. Select Save and close.

 

To show the labor cost on the invoice, create the transaction as you would normally do and then add the time entries in the Suggestions tab. Additionally, make sure to tick the Service date and Product/service options from the Customization tab.

 

After that, use the timesheet you've recorded when it's time to  pay your workers. The hours will automatically populate once you select the appropriate pay period.

 

On the other hand, if they're set up as contractors, you can pay them via direct deposit or paper check

 

To help track your hourly labor costs, job income, and payroll expenses, check out this article: Track profitability by project.

 

You might also want to learn the distinction between expense, check, and bill. Check out this article: Learn the difference between bills, checks, and expenses in QuickBooks Online.

 

Finally, you can read this article to help you see the performance of your business: Run reports in QuickBooks Online.

 

Let me know if additional questions or if you're referring to something else about labor payments by replying to this post. We'll be one post away. Take care, and have a good one.

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