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Replying to:
MadelynC
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I’m here to help sort this out so you’re able to access the Group time by service option in QuickBooks, @Nuthatch.


The Group time by service option is a built-in feature in QuickBooks Online (QBO) that appeared when adding existing and billable transactions. Let me walk you through the steps:

 

  1. After creating a timesheet billable to a customer or project, click the +New button.
  2. Select Invoice.
  3. In the Invoice page, select the associated customer. A sidebar opens automatically.
  4. Below the Date filter, you can see a dropdown menu where the Group time by service is located. See the screenshot below for your visual reference:
    1.png


If it’s still unavailable, you can perform some troubleshooting steps to resolve this. Please know that an online platform like QBO uses the browser’s cache to speed up future access to the program or website instead of downloading it again. However, this can sometimes become corrupted or outdated, leading to performance issues or unusual behavior, such as missing functionalities.


First, open your account through an incognito or private window for testing. Here are the shortcut keys below for quick navigation:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P


Once logged in, redo the process and check the said option. If it shows up, get back to your regular browser and clear its cache. Doing this helps the program to run smoothly. You can also use other supported browsers as an alternative.


If you’re interested in creating more personalized sales forms, this guide will provide you ways and several tips: Customize invoices, estimates, and sales receipts in QBO. It helps you add specific information that matters most to your business.


I’ll be right in the corner if you need further assistance with operating transactions and navigating features. Just add them to your reply below.

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