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Level 1

Summarizing time sheet data on invoice

We are a professional services entity using QuickBooks Premier Professional Services Edition 2019 Pro (Desktop). We currently use a third party time reporting system to capture time details.  Detailed time is imported into QuickBooks, but I cannot figure out how to create a summarized invoice (by item).  When you click "Add Time/Costs" there is no time data.  The invoice is imported directly into the invoice template. I would appreciate any guidance anyone would be able to provide.  Do I need to import timesheets in versus into the template?  Is there some way to modify the invoice template to include the ability to summarize the data?

1 Comment
QuickBooks Team

Summarizing time sheet data on invoice

Welcome to the Community, @fcfarmgirl! I hope your morning is going well. Only time marked as billable makes it to invoices. Let's go ahead and check on the uploaded time. 
 

On the Home Screen in your QuickBooks Desktop account, click on Enter Time, then click on Use Weekly Timesheet.

 

If your time is uploaded, it should show up there in the Weekly Timesheet. Adjust the dates as needed and make sure that the box for 'Billable' is checked for those timesheets you wish to show up on invoices. Then, click Save.

 

Once that's done, when you open invoices for a particular customer, that time should appear. To add, I also recommend reaching out to your third-party app's support to get some extra help.

 

Please don't hesitate to reply to me here if you need any clarification on these steps. 

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