QuickBooks Invoicing for Time and Expenses

QuickBooks is quite good at helping you to save time and avoid repetitive work which may lead to data duplication, errors and just plain boredom.

The procedure for invoicing for time and expenditures is a fantastic example. If it's time to your account receivable function, you probably open one invoice type after a second, fill them in and ship them.

However, if you or your employees log a great deal of hours which could be billed and/or if you frequently need to process expenditures, QuickBooks includes a tool to help automate this.

To find out how to utilize QuickBooks' mass invoicing, you will need to first be certain that your system is installed to accommodate it. Open the Edit menu and choose Preferences, and then Time & Expenses.

Confirm your Time & Expenses Preference screen to be certain that you're setup for bulk invoicing.

Assess the Preferences in this window to be certain they are all right. For our purposes here, place a check mark in the box adjacent to Produce invoices from a list of time and expenses if there is not one already there. Click OK.

Currently, open the Customers menu and then choose Invoice to Time & Expenses. In the window which opens, specify a date range to your time and expenses which you need to view.

Tip: If you would like to find every time and cost before a certain date, you are able to leave the first field clean. Leave both blank if you would like to find all of these.

If you would like to switch to a different invoice template, then start the drop-down list next to Template on the right and click on the one you desire.

Next, you are going to need to indicate which transactions you need invoiced. If you would like to process all of these, click on the Select All button.

Tip: Want to type the list to view, as an instance, those customers who owe the most? Click on the column header.

When you are ready to proceed, click Generate Invoices. QuickBooks will display a box telling you exactly how many have been shipped as printed invoices and just how many as email. If no delivery Preference was chosen in the customer record, it is possible to specify which to use afterwards. You may go to the Customer Center if you would like to look up the individual invoices.

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