Ask the Expert - Invoicing for Bookkeeping Services - Accounting Software Secrets
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Ask the Expert – Invoicing for Bookkeeping Services

Ask the Expert – Invoicing for Bookkeeping Services

<p>Q   – I have a small bookkeeping and payroll services business. I would   like to use QuickBooks to do my billing. I am using billing rates to   track the billable rates of various employees, but when I use the <a href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=164100″ target=”_self”>time/cost feature</a> it   lists the item separately for each employee. I would like there to be   one line on the invoice for all of the bookkeeping services, and one   line for the payroll services–no matter how many people worked on the   account. I wasn’t able to use the <a href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1144″ target=”_self”>group</a> function to my satisfaction. Subtotals would work if I could white out   the lines above them. Any suggestions? Submitted by Wendy</p>
<p>A – There are two suggestions I have to offer:</p>
<p>1. Use   the items as you have described to track the time, then enter a single   line on the invoice for the total and “hide” the time using the   time/cost button similar to invoicing for <a href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=164110″ target=”_self”>flat fee invoices</a>.  </p>
<p>2.   The other solution would be to create an invoice using the time/cost   feature as you described with all the detail lines, add a memo in the   box all the way at the bottom of the invoice that says bookkeeping   services or payroll services, as appropriate.  </p>
<p>QBRA-2006: Customer &gt; Create Invoices &gt; Fill in Invoice &gt; Click on Memo at the bottom<br>
</p>
<p>Once both invoices are done, prepare a <a href=”http://www.4luvofbiz.com/kb/premium.php?kb_cat=73&kb_cat_title=Statements&cat=25&id=167000″ target=”_self”>statement</a> for the client without showing the detail lines.  Below is an example of what it would look like for this customer.</p>
<p>QBRA-2006: Customers &gt; Create Statements &gt; Preview<br>
</p>
<h2>More information on this topic</h2>
<p><a href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1164″>Invoices</a></p>
<p><a href=”http://www.4luvofbiz.com/kb/premium.php?cat=25&id=73″>Statements</a></p>