QuickBooks will prepare the batch and open a window that shows only the ones you’ve selected. You’ll select the Time and Expense transactions that you want to invoice in this window.Ĭlick Next Step. Your screen will look something like this: Tip: Want to sort the list to see, for example, those customers who owe the most? Click on the column header. Otherwise, put a check mark in the box next to each one that should be included by clicking in the column to the left. If you want to process all of them, click the Select All button. Next, you’ll have to indicate which transactions you want invoiced. If you want to switch to a different invoice template, open the drop-down list next to Template on the right and click on the one you want. Leave both blank if you want to see all of them.
Tip: If you want to see every time and expense before a certain date, you can leave the first field blank. In the window that opens, specify a date range for the time and expenses that you want to view. Now, open the Customers menu and select Invoice for Time & Expenses. For our purposes here, put a check mark in the box next to Create invoices from a list of time and expenses if there’s not one already there. (All screen shots taken in QuickBooks 2013.)Ĭheck the Preferences in this window to make sure they’re all correct (if you’re unsure of any of them, you should look for a QuickBooks video or QuickBooks tutorial that explains them). You’ll see this screen:Ĭonsult your Time & Expenses Preference screen to make sure that you’re set up for mass invoicing. Open the Edit menu and select Preferences, and then Time & Expenses.
#How to enter expenses in quickbooks 2013 how to#
To learn how to use QuickBooks’ mass invoicing, you’ll have to first make sure that your system is set up to accommodate it. Gets old fast.īut if you or your staff log a lot of hours that can be billed and/or if you regularly have to process expenses, QuickBooks has a tool to help automate that. When it’s time for your accounts receivable work, you probably open one invoice form after another, fill them in and send them. The process of invoicing for time and expenses is a good example. A good QuickBooks training course can teach you about these. QuickBooks is very good at helping you save time and avoid repetitive work that can lead to data duplication, errors and just plain boredom. Click Save & Close to save the journal entry and close the window, or click Save & New to save the journal entry and open a new window.If you invoice frequently for time and expenses, there’s a faster way to do it.
Your total in the Debit column should equal the total in the Credit column, and the journal entry will then be properly balanced. Repeat Steps 4 through 6 until the entries completely offset each other and the transaction reaches a zero balance.It will be displayed on reports that include this journal entry. This step is optional, but it's recommended so that you'll remember later why the entry was made. Enter a descriptive memo in the Memo Column.The debits and credits must be equal to make the entry balanced and allow QuickBooks to post the entry. Enter the debit or credit amount for the account you've selected into the Debit or Credit columns.Enter the general ledger account number In the Account column. You can also select the first account from a drop-down menu in the Account column.field. QuickBooks will automatically number subsequent journal entries sequentially. Enter a number for your journal entry in the Entry No.Change the Date field, if necessary, in the Make General Journal Entries window. QuickBooks will default to the current date so if you want to post an entry for a previous month or year, be sure to change it so that your entry gets recorded in the proper financial time period.Go to Company > Make General Journal Entries from the menu at the top of the screen.