Exporting SOME but not ALL Time Sheet Entries in QB Mac 2009
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Platform: QB for Mac 2009
Issue: Exporting SOME time sheet entries
I do work with another Company that uses QB for PC to bill its clients. ("I'll call them "Company.") When I bill time to Company's clients I use QB Pro Timer as a stand alone module in a VMware Fusion environment and then export my time at the end of the month for them to import and bill. They then pay me.
I also have my own clients that are not billed through QB, but through my Sage Timeslips application.
I just purchased QB for Mac 2009 and imported Company's client list into my QB Mac app. I'd like to add my own clients so that I only have to use one billing program for all my work and can stop using Timeslips. This would mean that there are some customers in the Customer List that would be billed straight from QB Mac by me, and some whose time needs to be exported into an emailable file.
Question: Is there a way in QB Mac 2009 to export time entries from SOME customers without exporting ALL customers' time entries for the given time frame? (I also haven't seen how one can export any time sheet entries in QB Mac at all, but that question will either be answered or become irrelevant from the answer to my main question.)
Thank you.
Solved!
Helpful Answer
dcw
You have an unusual setup but I believe I understand what you are trying to do. Bottom line is that you can't do it. You can generate an invoice in PDF form and email it but that is about it. QB mac doesn't have time sheet export capabilities at this time. You probably need to stick with your current setup.
I really wish that QB for the mac had better import/export features but unfortunately that is not the case. Submit this feature to the product team and tell them why you need it by using the feedback option under the QB menu
You may want to try the Windows forum to see if people have done this with the Windows product. This forum is for users of QB for the mac.
Best
Answer
Maybe I'm misunderstanding, but it sounds to me like you should be using two different company files: one for "Company" and one for "Your Company." It's not a good idea at all to combine two different entities' clients in one company data file.
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.
Answer
No, you're not misunderstanding. I'm aware that that would be one way to work around the challenge. It would also not save me any more time or effort than what I'm already doing, which is working in two platforms/workspaces. Having two companies--one in QB PC and one in QB Mac--is pretty much the same as having two apps open. I already have to work all day with two apps open. Having both of those be QB adds nothing of value. I'm very specifically NOT looking for yet another workaround which doesn't yield any time or effort economy over what I already have. It's a very narrow question: Can I export SOME but not ALL of the time sheets in a single file, and if so, how?
Solved!
dcw
You have an unusual setup but I believe I understand what you are trying to do. Bottom line is that you can't do it. You can generate an invoice in PDF form and email it but that is about it. QB mac doesn't have time sheet export capabilities at this time. You probably need to stick with your current setup.
I really wish that QB for the mac had better import/export features but unfortunately that is not the case. Submit this feature to the product team and tell them why you need it by using the feedback option under the QB menu
You may want to try the Windows forum to see if people have done this with the Windows product. This forum is for users of QB for the mac.
Best
Comment
dcw, I wasn't suggesting having one company in QB-PC and one in QB-Mac. I was suggesting (believing that you were working with two different business entities---your own business and your client's business) that you should keep them separate.
Are you saying that you're not working with two different businesses? QuickBooks isn't merely a timekeeping system. It's an accounting system, and combining two companies in one company data file wouldn't allow for accurate accounting.
Maybe I'm just not getting it, but why would you want to combine two distinctly separate business entities into one accounting data file? Or is that not what you mean?
Perplexed...
Long-time QuickBooks for Mac user
Former business owner
NOTE: This is a user-to-user forum and not official Technical Support.