Simplify Your Billing Process with Our Timesheet Invoice Template for Accounting

Timesheet invoice template for Accounting

hello and thanks for watching this short video we're going to focus on into a practice management and how you can get your time sheet notes that you enter when you're entering time on the dashboard to the QuickBooks description field the time sheet notes currently do not flow to the actual invoice that you print out of IPM but since most of us we're going to be posting the invoice from IPM to QuickBooks you can get those time sheet notes out and the key is and I know most are using time material but it could be for any of them okay click on go to your admin tab invoice templates tnm which would be a time and material invoice in this my case and then you're going to choose QuickBooks format detail comma no staff if you want staff to show up which I can't imagine the scenario for that I'm sure there is one you can but typically it defaults to just the work code as the line but the time sheet notes that are you might want your uh that you might populate to tell the client what you did you know beyond just the work code or the activity rate we want those to flow to the description field on the invoice in QuickBooks and I've heard from many firms that that's what they want so what you do is come in here and choose Detail no staff as your option and go ahead and save it on the template and now I'm going to go ahead and enter some time and um we we'll show that note going across so here I'm I've chosen my client chosen the work code I'm about to put in time we'll say you know 05 hours or whatever and I'm going to put in a note you know note will show up in description field of invoice that's what we should see over there I'm just going to go ahead and save it does the red flag and I'm going to go ahead and submit it really quickly and we'll create the invoice so created the invoice I go to time and billing right prepare invoice created the draft uh which I'm going to do right now I'm going to check off Nina there and that's the one that has the note on the time I can prove that just by drilling it on the time fee that note I want to show up in the description field on the invoice let's go back to the invoice and go ahead and create it so check it off go ahead and click create drafts so I'm now under the finalized Tab and I'm going to go down and find uh Nina here there she is I'm going to send that one over and go ahead and click post we'll let that post and we'll see what it looks like in QuickBooks and I know the notes will be there but that's the expected result so there's a n is it's pending now I haven't synced it you probably set up your into it sync manager sync automatically I'm just going to sync it now and then we'll go into QuickBooks and we'll go ahead and find the invoice here in just uh a few seconds okay the invoice is showing up on Nina's record in QuickBooks let's go ahead and open up that invoice there and there's the note note will show up on description field of invoice so if you want the time sheet notes from the dashboard and IPM to go to the QuickBooks description field then what we need to do is again under admin tab you go to invoice templates drill in on the templates to use and under QuickBooks format choose Detail no staff hope that was helpful have