Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowI'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.
To use the billing rate level
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.