We are using QuickBooks Enterprise 19.0 (QBE). We use TSheets to track billable hours. Employees track billable hours by entering their time in TSheets and selecting a service item and job to assign the appropriate billing rate to the customer. The hours are imported into QBE and used to create invoices. The invoice template is set up to group time by service item. When an invoice is created, all billable expenses are automatically added to the invoice and grouped together with a subtotal. All billable time is added to the invoice; however, we cannot figure out how to automatically add a subtotal to the time, similar to expenses. We know how to manually add a subtotal line to subtotal the billable time on each invoice individually, but this is tedious and time-consuming as you have to manually do this for every single invoice every time.
QUESTION: Is there a way to set up the invoice template to automatically add a subtotal line of all the billable time when we batch create invoices?
Example Invoice
Item | Description | Hrs/Qty | Rate | Amount |
John Smith | Consultant | 10 | 50 | 500 |
Jane Doe | Consultant | 15 | 100 | 1,500 |
Services Subtotal | | | | 2,000 |
| | | | | |
Expenses | Expense 1 | 1 | 75 | 75 |
| | Expense 2 | 1 | 125 | 125 |
Expenses Subtotal | | | | 200 |
| | | |
Subtotal | 2,200 |
GST | 100 |
TOTAL DUE | 2,300 |
