March 22, 2010

Creating an Invoice in QuickBooks Grouped by Timekeeper

You may want to create an invoice that has time activity grouped by item type or timekeeper. I will use the attorney sample file in QuickBooks to show you how to do this.
To do this, when you click on add time and cost to invoice you will first select the items you want to come into the invoice. For example we want to show Jonathan's time first.














When the invoice comes up go to the bottom and add a line for the subtotal. This will add up all the lines above this group.
















This is also great for grouping the expenses for things like postage and copies or other fees.

Here is what the invoice could look like.






















You may want to get my new book Law Practice Accounting Using QuickBooks for 2010 and prior versions.

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