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How do I transfer time entries to invoices?

After syncing Minute7 with QuickBooks, transferring the time entries you have created using Minute7 onto invoices for clients can be accomplished in a number of ways. One of the simplest is to use the QuickBooks Time/Costs console as follows:

    1. Go to Customers > Create Invoices in the main menubar to open the main Invoicing screen.
    2. Select the Customer you want to invoice
    3. At the bottom of the Invoice window, select “Add Time/Costs”.
    4. A window will pop up with the time and cost entries for the customer. Select the Time tab
    5. Click “Select All” to approve all time entries for billing, or check and uncheck entries if you only want to charge the customer for some of them.
    6. Click “OK”. The checked time entries will all appear in the Invoice line item listing.
    7. Continue invoicing as you would normally.

Do you have a method of invoicing that you find easier? We’re always interested in hearing about how you use Minute7— so let us know what process works best for you!