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Options for Transferring Billable Time and Costs window and Options for Transferring Mileage window

The settings in this window determine how the time and mileage activities you select on the Time or Mileage tabs will appear on the invoice or in the customer register you're currently using.

Entering a separate line for each activity

If you combine activities, QuickBooks automatically fills in the Description field on the invoice or in the register with the activities' service item description. If you do not combine activities, you can choose how QuickBooks fills in the Description field.

  • Select Transfer activity notes if you want the field to show the notes you entered when you made the time or mileage entry. This is useful if the notes describe something unique about the job that you want to appear on the invoice.

  • Select Transfer item descriptions if you want the field to show the description of the service item you assigned to the time or mileage entry (the service item's description comes from the Item list). This is useful if you need only a general description about the type of work that was done.

  • Select Transfer both notes and descriptions if you want the field to show all information about the time or mileage entry (the service item's description comes from the Item list). This is useful if you need both a general description about the type of work that was done and specific information for this customer or job.

Combining activities

If you have a lot of entries for the same type of work and charged at the same rate, you can collapse them into a single entry by selecting "Combine activities with the same service item and rate." For example, if the Time tab shows three entries for "Rough framing," each with a duration of 8 hours, you can either retain the separate listing like this:

Rough framing 8.0
Rough framing 8.0
Rough framing 8.0

Or you can combine them into a single entry like this:

Rough framing 24.0

Similarly, you can combine several mileage entries for the same customer:job.

KB ID# H_SALESFORM_TIME_EXP_TRANS_SETTINGS
12/4/2016 10:20:59 AM
QYPPRDQBKSWS05 9138 Pro 2017 deeba4