Banking
I'm here to ensure you can add your client's rate to your QuickBooks, @wsnichols. Let me guide you on how.
Before proceeding, I recommend contacting Ebillity's customer care team to validate if they're still connected with the latest update of our program. At the same time, they can take a look into why certain information wasn't imported into our system and investigate this issue further.
On the other hand, you can follow the steps I'll share below on entering your Attorney's rate within our product.
To create a billing rate level
1. Go to the Lists menu, then Billing Rate Level List.
2. Hover to the Billing Rate Level dropdown and click New.
3. Please type in the name of the billing rate level and then select the billing rate type.
- Fixed Hourly Rate - If you choose the fixed billing rate option, enter the hourly rate in the Hourly Rate field.
- Custom Hourly Rate Per Service Item - If you need to use different hourly rates for each service item performed by people with this billing rate level.
To use the billing rate level
- Assign billing rates to Employees, Vendors, or Other Names.
- When you want to bill a customer or job for your time, you can track the hours they've worked and assign them to that customer or job. This information will be used for customer invoices and payroll. However, billing rate levels are only used for customer invoices and don't affect payroll.
- Create the invoice and add billable time by selecting Add Time/Cost from the Main tab. The appropriate billing rate is used for each service item based on the worker.
You can check out this article for reference and additional details: Set up custom rates or prices for employees, vendors, or customers.
At the same time, you can also read this article about processing customer-based payments: Record an invoice payment.
Keep me posted if you need further help entering your client's rate in your company. I'll make sure to answer those. Just hit the reply button if you have one.
