Time/Cost screen is blank when creating invoice.
Timesheets are filled out, but do not show when creating inv & clicking on the time/cost button (using Quickbooks for Mac 2010)
You have linked the time to the customer/job? Can you post a screen shot?
I think so - here are the four screen shots I think are relevant - let me know if you thnk I've missed anything (the timesheet was just to show that I have it all setup-last week's sheet has time in it for example)
The only thing I see odd is the service item on the time sheet, same as your job name? And for some reason you show a balance for the parent account but none of the sub accounts.
I have the service items tied to a billing code - that shouldn't matter, but I could try changing the names of the service items. The reason the parent has a balance is because I had to bill at the end of the month and ended up billing a straight invoice to the parent, without any job codes or time attached through the time module.
I'll go test the service - see if that helps.
Didn't make any difference - set up a new customer, tied to a different job and a different rate and still no time pops up when I go to bill.
@ljdahl - click on the Time tab on the Choose Billable Time and Costs window - there should be time there listed. The $ will show up once you have checked the items.
The prompt to choose Billable Time & Expenses has an option to check it not to porompt you, and sometimes people check that in error, so that the window doesn't automatically pop-up, if that was part of your question.
OK - I see what your saying. So now - how do I combine them all (all the jobs) so that it goes on one invoice to the customer? I need to bill one invoice for all that time by job and just have them as separate line items...does that make sense?
Unfortunately, as you've probably already discovered, QB doesn't allow you to combine jobs on one invoice.
That said, without knowing your exact business and how your relationship with your clients works, its hard to give advice from afar, but it appears to me from your screen shots that maybe you have used jobs where maybe you should have used items. ** If that's so, you can create one invoice with all the different service items for a particular client.
Or to produce one document for a client with all the jobs listed, create invoices for each job, and then create a Statement, perhaps with the Show Invoice items Detail checked, to combine all the activity.
**If you think you might be able to get away with fewer jobs, and use items instead, you can always merge those jobs into the main Customer by renaming them the same as the customer, and click-dragging them in the list so that they are no longer subs of the main Customer. QB will ask you if you want to merge them at that point.
Great suggestions - I'll try some of those out and see what will work best. I'm trying to reduce the amount of admin time for tracking and billing the hours :)
You all have been great!
