QB Issue Resolution:

Yes, you can link to both Billable Time and an Estimate in an Invoice

Make sure employees check the Billable box on their time sheet

Make sure Progress Invoicing is switched on in Settings>Sales

 

Then when you start a new Invoice and select customer you will see both the open Estimate and the Billable Time in the drawer on the right.  Add the Estimate and it will show how much remains. Use Custom Amount. Then add the Billable Time.  Now you have to enter $ amount in the 1st line and delete the 2nd  line. When it asks “Would you also like to unlink the billable time?” say No. Save. In the top left it will say 2 linked transactions, which you can click and you will see them.  The Estimate is reduced by the invoice amount.

 

To show the Estimate summary on the Invoice, click on Gear>Custom Form Style>Edit>Content>Footer and check the box to display “Estimate summary”

Resolution for Issue 'Using Quickbooks Online, I am inputting my customer POs as estimate for the services I perform. I also have employees entering their time which link to each customer and POs. How can I invoice accordingly so that my invoice is billed against my PO (estimate) and I also include the appropriate time from my employees. Sometimes the PO’s are billed out in parts. Goal: 1. Input the PO with PO#, Hours, Rate, etc 2. Employees enter time to correlate to customer 3. Create invoices for full or partial off of a purchase order with employee details of time. Say I need to invoice for 3 hours per my employees time. 3. Have the ability to show which POs (estimates) are closed, in process , or open. Thus far, cant seem to find the way to link both the estimate and the employee time without having to do double entry.' available: Yes (Solved).
Source: Intuit Community forum.

Using Quickbooks Online, I am inputting my customer POs as estimate for the services I perform. I also have employees entering their time which link to each customer and POs. How can I invoice accordingly so that my invoice is billed against my PO (estimate) and I also include the appropriate time from my employees. Sometimes the PO’s are billed out in parts. Goal: 1. Input the PO with PO#, Hours, Rate, etc 2. Employees enter time to correlate to customer 3. Create invoices for full or partial off of a purchase order with employee details of time. Say I need to invoice for 3 hours per my employees time. 3. Have the ability to show which POs (estimates) are closed, in process , or open. Thus far, cant seem to find the way to link both the estimate and the employee time without having to do double entry.: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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