Ask the Expert - Invoicing for Bookkeeping Services

<p>Q   - I have a small bookkeeping and payroll services business. I would   like to use QuickBooks to do my billing. I am using billing rates to   track the billable rates of various employees, but when I use the <a href="http://www.4luvofbiz.com/kb/premium.php?cat=25&id=164100" target="_self">time/cost feature</a> it   lists the item separately for each employee. I would like there to be   one line on the invoice for all of the bookkeeping services, and one   line for the payroll services--no matter how many people worked on the   account. I wasn't able to use the <a href="http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1144" target="_self">group</a> function to my satisfaction. Subtotals would work if I could white out   the lines above them. Any suggestions? Submitted by Wendy</p>
<p>A - There are two suggestions I have to offer:</p>
<p>1. Use   the items as you have described to track the time, then enter a single   line on the invoice for the total and "hide" the time using the   time/cost button similar to invoicing for <a href="http://www.4luvofbiz.com/kb/premium.php?cat=25&id=164110" target="_self">flat fee invoices</a>.  </p>
<p>2.   The other solution would be to create an invoice using the time/cost   feature as you described with all the detail lines, add a memo in the   box all the way at the bottom of the invoice that says bookkeeping   services or payroll services, as appropriate.  </p>
<p>QBRA-2006: Customer &gt; Create Invoices &gt; Fill in Invoice &gt; Click on Memo at the bottom<br>
</p>
<p>Once both invoices are done, prepare a <a href="http://www.4luvofbiz.com/kb/premium.php?kb_cat=73&kb_cat_title=Statement..." target="_self">statement</a> for the client without showing the detail lines.  Below is an example of what it would look like for this customer.</p>
<p>QBRA-2006: Customers &gt; Create Statements &gt; Preview<br>
</p>
<h2>More information on this topic</h2>
<p><a href="http://www.4luvofbiz.com/kb/premium.php?cat=25&id=1164">Invoices</a></p>
<p><a href="http://www.4luvofbiz.com/kb/premium.php?cat=25&id=73">Statements</a></p>