How do I transfer time entries to invoices?

After syncing Minute7 with QuickBooks, transferring the time entries you have created using Minute7 onto invoices for clients can be accomplished in a number of ways. One of the simplest is to use the QuickBooks Time/Costs console as follows:

  1. Go to Customers > Create Invoices in the main menubar (Figure 1) to open the main Invoicing screen.
    Figure 1

  2. Select the Customer you want to invoice (Figure 2).
    Figure 2

  3. At the bottom of the Invoice window, select "Add Time/Costs..." (Figure 3).

    Figure 3a
    (Note: in older versions of QuickBooks, the "Time/Costs" button is in the top menu bar of the Invoice form:)

    Figure 3b

  4. A window will pop up with the time and cost entries for the customer. Select the Time tab (Figure 4).
    Figure 4

  5. Click "Select All" to approve all time entries for billing, or check and uncheck entries if you only want to charge the customer for some of them (Figure 5).
    Figure 5

  6. Click "OK". The checked time entries will all appear in the Invoice line item listing (Figure 6).
    Figure 6

  7. Continue invoicing as you would normally.

Do you have a method of invoicing that you find easier? We're always interested in hearing about how you use Minute7— so let us know what process works best for you!