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QuickBooks Invoicing for Time and Expenses

by Manoj Singh rathore Digital Marketing Head and Founder
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.

You will pick the Time and Expense transactions that you would like to invoice in this window. QuickBooks will ready the batch and start a window which reveals just the ones that you've chosen. At this point, you may click on Edit Options or Review Billables for additional information and installation.

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.
For queries related to QuickBooks visit quickbooks support.

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About Manoj Singh rathore Professional   Digital Marketing Head and Founder

400 connections, 57 recommendations, 2,065 honor points.
Joined APSense since, November 6th, 2012, From New Delhi, India.

Created on Oct 27th 2017 09:35. Viewed 339 times.

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