401-575-0328 info@npjconsulting.com

These are Tips and Shortcuts

Quick access to common tasks and setups

Create an invoice using quickbooks online

On an iPhone or iPad (iOS)

  1. Open the Application
  2. Select Invoice from Quick Actions
  3. Select Add customer to select a customer.
  4. Select Add product or service. You can choose one of your frequently used items or create a new one.
  5. If you create a new product or service, give it a name. Select flat rate or hourly for services. Select quantity for a product. Then enter an amount. Select Add to add the product or service to your invoice.
  6. To add more items to the invoice, select Add another product or service.
  7. Select the Invoice contact info section if you need to edit your business info. Select Save to save your changes.
  8. Select the Invoice details section if you need to change the due date, creation date, or invoice number. Select Save to save any changes.
  9. When you’re ready, select Email to send your invoice. You can also tap Preview to see what your client will receive.

On an Android phone or tablet:

  1. Select the menu ☰ icon and then select Invoices.
  2. Select the Plus sign.
  3. Select Add customer to select a customer.
  4. Select Add product or service. You can choose one of your frequently used items or create a new one.
  5. If you create a new product or service, give it a name. Select flat rate or hourly for services. Select quantity for a product. Then enter an amount. Select Add to add the product or service to your invoice.
  6. To add more items to the invoice, select Add another product or service.
  7. Select the Invoice contact info section if you need to edit your business info. Select Save to save your changes.
  8. Select the Invoice details section if you need to change the due date, creation date, or invoice number. Select Save to save any changes.
  9. When you’re ready, select Send invoice to send your invoice. You can also tap Preview to see what your client will receive.

On a web browser

  1. Select Invoices from the menu, then select Create invoice.
  2. Select an existing customer, or create a new one by entering their name, address, and email address.
  3. Decide when you want to be paid by and set the date in the Due Date field.
  4. Select Add product & service to add items or services you sold. Enter a description of the service.
  5. Select Flat rate or By hour from the dropdown menu. Or select By item if you’re charging for a product. Enter an amount. Then select Add to invoice.
  6. To add more items to the invoice, select Add work.
  7. When you’re ready, select Send invoice to email your invoice. You can also select the arrow and Preview to see what your customer will receive.

Link
https://quickbooks.intuit.com/learn-support/en-uk/help-article/invoicing/enter-billable-time-job-quickbooks-online/L7Rliz6dh_GB_en_GB?uid=lua2uqzw

Enter billable time by job in QuickBooks Online

Summary:
1) Track Time and assign to customers
2) Assign to an invoice

In QuickBooks Online Plus and Essentials, you can track billable time by job by setting up jobs as sub-customers. Then you can track and invoice your billable time, and keep all your billable expenses organized.

Step 1: Add a sub-customer

To track your billable time by job, you can enter the job as a sub-customer of the customer you’re doing the work for.

  1. Go to Sales, then Customers (Take me there).
  2. Select New customer.
  3. Enter all the appropriate info for the sub-customer.
  4. Select the Is sub-customer check box.
  5. From the Enter parent customer dropdown ▼, select the parent customer.
  6. Choose Bill with Parent.
  7. Select Save.

Step 2: Turn on billable time

If you want to bill your customer directly from tracked time, you’ll need to turn on the billable time setting. Here’s how:

  1. Select Settings ⚙, then Account and Settings.
  2. Select the Time tab.
  3. In the Timesheet section, select Edit ✎.
  4. Turn on the Allow time to be billable setting. 
  5. If you want your users to see their billable rate when they enter their time, select the Show billing rate to users entering time checkbox. You may want to leave this unchecked if you bill customers at a different hourly rate than you pay your employees and subcontractors.
  6. Select Save, then select Done.

Step 3: Record billable time

You can enter billable time in either of the two ways:

Using Single time activity

Using Weekly timesheet

Step 4: Add billable time to an invoice

Once you’ve entered billable timesheets, you’ll see them available to add to new invoices. Find out more about how to invoice your customers for billable expenses and timesheets.

Send Email using a Business Account

For example; You want to send an email from me@mybusiness.com rather than me@gmail.com but enjoy the ease of staying in your personal Gmail Account

You can use a personal Gmail account to manage all of your other email addresses, including a corporate account. For example me@mybusiness.com rather than mybusiness@gmail.com

Using a business account for personal email is not a good idea. professionalism is impacted by having a @gmail.com account. Some corporate firewalls will even blocks addresses like that. In addition, your biz is set up to handle business risks. Having a personal email implies, to some, personal liability. So besides issues of professionalism, you have this liability issue.
You can easily begin to move away from that by setting up your Gmail account to handle mail from @yourcompany.com and use that address from within gmail.

There are two situations most users find themselves in.
1) When an email is forwarded to you and you simply want to reply with a business email. This is good for casual users that are related to a business.
2) When you want to fully import all the emails from a business account and reply from that same business account. Best for active business personnel.
No matter whether you are in situation 1) or 2) you should set up your email at Gmail to appear as if it is coming and going from @yourcompany.com

INSTRUCTIONS FOR REPLY AS

In Gmail click on the gear in the upper right of the screen and select settings
Click on the tab   Accounts and Import
under the section
Send mail as:
(Use Gmail to send from your other email addresses)

click on Add another email address
and enter the information for @yourcompany.com

At the bottom of this section see:
When replying to a message:
Check – Reply from the same address the message was sent to

INSTRUCTIONS FOR CHECK MAIL FROM OTHER ACCOUNTS

You can also check mail from other accounts
Check mail from other accounts: Enter the information for @yourcompany.com (this may already be there if you are already getting @yourcompany.com email in your gmail inbox)

You can also set up your email to default send as @yourcompany.com
This will make it easier for you if you mostly send as @yourcompany.com

If you have any questions don’t hesitate to ask.

Create Website Shortcut

The home screen on your smartphone or tablet isn’t just a place where your apps live. You can also add shortcuts to websites. Here’s how to create an “app” for any website on your device, allowing you to access shortcuts directly from your home screen.

iPhone or iPad

  1. Open Safari. Other browsers, such as Chrome, won’t work for this.
  2. Navigate to the website you want to save to your home screen by entering the URL of the website you want to create a shortcut to. Make sure you visit the exact page you want to open through the shortcut. Tap “Go.”
  3. Tap the Share button at the bottom of the page. It looks like a square with an arrow pointing out of the top.
  4. In the list of options that appear, scroll down until you see Add to Home Screen. Tap this. The Add to Home Screen dialog box will appear.
  5. Choose a name for the website shortcut on your home screen. You’ll see the link so you can confirm it, as well as the site’s favicon that will appear as the “app” icon on your home screen. Click Add when you’re done. Safari will close automatically and you will be taken to where the icon is located on your iPhone’s or iPad’s home screen.
  6. Now just tap the new “app” or shortcut on your home screen, and it will open the website in its navigation window, independent of what you have open in Safari.

Note: If you ever decide you want to remove the website shortcut, you can delete it just like you would any other app on your phone.

Subscribe To Our Newsletter

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!