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You already have the right plan for entering time entries in QuickBooks Online (QBO), @tclark47988. The Essential plan has already the option where you can bill them or invoice them afterward. Let me guide you thoroughly.
Let's set up your company to manage time entries and make billable time. That way, we can add these to your invoices once you bill your customers for the expenses you've paid on behalf of them.
Let's set up your company to manage time entries and make billable time. That way, we can add these to your invoices once you bill your customers for the expenses you've paid on behalf of them.
You can record your time in either hh:mm (hours and minutes) or #.# (decimal format). Don't worry; when you invoice, the time will display correctly.
To start, create a customer for whom you're providing services, and turn on your billable time option using the steps below:
- Go to the Gear icon and select Account and Settings.
- Click the Time tab and hit the Edit icon in the Timesheet section.
- Toggle on the Allow time to be billable setting. You can also check the Show billing rate to users entering time if you want to see your rates when entering time.
- Click Save and then Done.
After that, you can start invoicing them and add the billable time from the Suggested transactions section. Confirm everything is correct and click Save.
In addition, you can refer to this article for instructions on how to log a payment in your records when your customer settles their open balances: Record invoice payments in QuickBooks Online.
Let me know if you need additional help managing your sales transactions or time entries. I'm always around to lend a hand for help. Have a good one!