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RCV
QuickBooks Team
QuickBooks Team

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Let me help you with your bundle billable time concern, kdy1.

 

If you need an invoice for time and expenses (but you don’t want the customer), then we can add billable time or billable expenses to a bundle item in QuickBooks Online (QBO). The details won’t show on your customer end. Just make sure the “Show Items table on expense and purchase forms” as well as “Track expenses and items by customer” and “Make expenses and items billable” are all enabled. Here's how:

 

  1. Go to the Gear icon.
  2. Choose Account and Settings.
  3. Choose Expenditures/Expenses and make sure the “Show Items table on expense and purchase forms” as well as “Track expenses and items by customer” and “Make expenses and items billable” all enabled.
  4. Press Done

 

 

 

After that, make your bundle item and add any item(s) to it. It makes no difference which or how many. When we add billable time or billable expenses to the invoice, we'll delete them. The item I made for this post has only one component:

Once you have the preferences set and the bundle item created, we can create the invoice, then we can add billable time or billable expenses to it. Add the bundle item to the invoice, then add the billable time and billable expenses from the drawer, one at a time. After you’ve added it, you can drag/drop it “into” the bundle item.

 

When you finish adding and moving all the billable time, delete the placeholder line within the bundle item. When you’re done, the invoice recipient won’t see the details.

 

We can also open the invoice click Customize and select edit the Current. From there, tap Content and choose Table. Hit the Show more activity options link and select Collapse activity rows. See the screenshots for your reference:

 

 

 

 

 

Additionally, here are some articles that you can read to track and manage your billable expenses in QuickBooks Online:

 

 

Just drop me a comment below if you have any other questions and I'll get back to you as quickly as possible.

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