Billing for Time 和 费用: How It Works

为库存零件开票很容易. Pick the items from a list 和 specify a quantity. 吹熄蜡烛的声音. 完成.

Billing for costs, time or mileage is a little more complex. QuickBooks has built-in tools to help you do this, but it's a bit of a process.

To simplify your workflow, do this groundwork first:

• 去 编辑|偏好设置|时间 & 费用|公司偏好. 单击 是的 按钮下 时间跟踪 在下面标出你的选择 发票选项. If you plan to mark up some costs 和 want a default number, enter a percentage 和 account (these can be changed on individual invoices).

• Add any billing items necessary by clicking 列表|项目列表 然后 项目|新增 在左下角.
• If you plan to bill for mileage, go to 列表|客户 & 供应商简介列表|车辆列表 和 enter information about every business vehicle.

服务发票

If you're a service-oriented company, you bill for time frequently. 这很简单. You're probably already familiar with the 输入时间 进入 员工 menu. Whether you make individual time entries or complete a timesheet, it's critical that you make the correct selections for each 客户:工作，服务项目 和 工资项目 字段，并检查 计费 盒子.

When you create invoices, this 盒子 will open after you select a customer:

You can let QuickBooks enter the time totals now, or add them later by clicking the 添加时间/成本 button. 不管怎样， 选择计费时间和费用 窗口打开. Add a checkmark next to each entry that should be billed, 和 click 选项... to indicate whether you want one line for each time entry or would rather combine all similar service item types.

更多的复杂性

If you're done with billable expenses for this invoice, click OK. If there are other costs that you covered, click the 费用 tab to see all transactions that you earmarked for this client on a bill, check or credit card. You have the option here to mark up the cost by a percentage or amount (even if you established this in 首选项)，并指定一个帐户.

做同样的事情 里程, which you would have entered previously -- when it was incurred -- at 公司|输入车辆里程. 然后选择任意 项目 that you purchased for the customer. 你的记录应该是正确的, assuming that you were conscientious about assigning expenses to 客户 和 jobs.

Turning expenses into invoices 然后 into income can be complicated. 如果我们能帮忙，请告诉我们. We are your partner in building a successful business.

QuickBooks提示:

Here's a cool little keyboard shortcut. Hit F2 while you're in QuickBooks, 和 you'll get the Product Information screen. It'll tell you everything you want to know about your specific copy of QuickBooks, like your release 和 license number, 文件大小, 登录用户数, audit trail status 和 the total number of accounts, 客户, 员工, 等.

QuickBooks新闻更新

请注意，截至5月31日, 2012, Intuit is discontinuing support for QuickBooks Pro, Premier 和 Simple Start 2009, QuickBooks for Mac 2009 和 QuickBooks Enterprise Solutions 9. You can continue to use these solutions, 当然, but live technical support 和 add-on services like payroll, 信用卡处理, online banking 和 bill-pay will not be accessible. Talk to us about upgrading if you're using any of these products or services.

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