T&M Invoicing vs Progress Invoicing

Thank you for reaching out to the Community forum with such detailed information, Brenda. Below, I will share more details on finding a report that combines time and materials in QuickBooks Desktop.

To start, could you provide more details on how you track time and materials in QuickBooks Desktop? Specifically, do you separate time by employee and materials, or do you track them as service items? Your cooperation is appreciated, as it will help clarify the process.

If a service item is used in the same way as the material, you can run the Unbilled Cost by Job report and filter it to show all billable entries. Here's how:

1. Go to the Reports menu and then select Jobs, Time & Mileage.
2. Choose Unbilled Costs by Job.
3. Click the Customize Report button.
4. In the Filters tab, type status and then click Any.
5. Then tick OK.

However, if the billable time is recorded using timesheets or single-time entries, you can generate a Time by Job Detail report. This shows a detailed view of the time spent on specific jobs or projects. Here's how to run this report:

1. Go to the Reports menu and then select Jobs, Time & Mileage.
2. Choose Time by Job Detail.
3. Click the Customize Report button.
4. In the Filters tab, type status and then click Any.
5. Then tick OK

Although there isn't a report that shows combined time and materials, you can alternatively export both reports to Excel to merge them.

Additionally, you can customize and memorize QuickBooks Desktop reports to gain a thorough financial overview of your business. For detailed information, you can check these articles:

• Customize reports in QuickBooks Desktop.
• Create, access, and modify memorized reports.

If you have further questions about managing reports that combine time and materials in QuickBooks Desktop, or other concerns, the Community forum is always available to assist you. Keep safe!

Can you marry these two reports?  

Can you combine these two reports? And, 

If you mark billable materials and time as "billable" and decide to invoice from the estimate (progress invoice), what do I do with the "billable items"?  Where do the entries end up if I don't bring them down onto an invoice?  Do they remain "billable" to that client? 

Yes, you can combine the Unbilled Cost by Job report and Time by Job Detail report, Brenda. I'll also discuss the specifics regarding handling billable materials and time when creating a progress invoice.

To begin, you can follow the steps outlined by my colleague, ShaniamarieC, to generate each report. After preparing the reports, export them to Excel and merge the two. 

Additionally, when you mark items as "billable" but do not include them on the progress invoice, they will still be considered billable to that client. Nonetheless, the billable materials and time will remain pending, since they are associated with the progress invoice.

Finally, I'll share this resource to guide you through the process of accurately entering payments from your customers in QuickBooks Desktop (QBDT): Record an invoice payment.

Please feel free to click the Reply button below if you have further questions about generating reports or managing invoices in QBDT. The Community is always here to help you out.