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Invoicing from Time Data in QuickBooks Online- Instructions

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Invoicing from Time Data in QuickBooks Online- Instructions: A picture of a user creating an invoice from time data in QuickBooks Online Plus.

Invoicing from Time Data in QuickBooks Online: Overview

            Invoicing from time data in QuickBooks Online is a snap. Any saved time activities appear on the right side of the page when creating sales forms. The process is very much like adding billable items to expense forms.

            To perform invoicing from time data in QuickBooks Online, click the Create button. Then click the “Invoice” link under the “Customers” heading to open the “Invoice” page. Then select the customer from the “Choose a customer” dropdown list. After selecting the customer, the “Add to Invoice” pane appears at the right side of the window. Click the “Add” link for the “Billable time” to add from the list in the pane. This adds the “Billable time” to the line items list. Then continue entering any other information for the invoice.

            Then choose “Save and close,” “Save and send” or “Save and new” to finish the invoice. You can also print the invoice using the “Print or Preview” button in the toolbar at the bottom of the window.

Invoicing from Time Data in QuickBooks Online- Instructions: A picture of a user creating an invoice from time data in QuickBooks Online Plus.

Invoicing from Time Data in QuickBooks Online- Instructions: A picture of a user creating an invoice from time data in QuickBooks Online Plus.

Invoicing from Time Data in QuickBooks Online: Instructions

  1. To perform invoicing from time data in QuickBooks Online, click the “Create” icon.
  2. Then select the “Invoice” link under the “Customers” heading to open the “Invoice” page.
  3. Select the customer for whom you created billable time from the “Choose a customer” dropdown list.
  4. After selecting the customer, the “Add to Invoice” pane then appears at the right side of the window.
  5. Click the “Add” link for the “Billable time” to add from the list in the pane to add it to the line items list.
  6. Then continue entering any other information for the invoice.
  7. To save the invoice and close the page, choose the “Save and close” option from the drop-down button.
  8. To save the invoice and open a new blank invoice, choose the “Save and new” option from the drop-down button.
  9. If you want to save the invoice and immediately email it to the customer, choose the “Save and send” option from the drop-down button.
  10. Confirm the information is correct and make any changes, if needed.
  11. Then click “Send and close” to send the email and close the popup window.
  12. Alternatively, print the invoice using the “Print or Preview” button in the toolbar at the bottom of the window.

Invoicing from Time Data in QuickBooks Online: Video Lesson

            The following video lesson, titled “Invoicing from Time Data,” shows how to perform invoicing from time data in QuickBooks Online Plus. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Plus Made Easy v.2017.”

 

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