Invoicing format

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Chris Viljoen

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Aug 23, 2015, 10:43:08 PM8/23/15
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Is it possible to add a note field at the bottom of the "Invoice" report i.e. to include banking details / thank you message etc ?

Barb Collins

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Jun 5, 2016, 5:51:58 PM6/5/16
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Did you ever figure this out?

I am torn on what to do. I am no longer using Quickbooks desktop due to the forced upgrade, and probably switching to online. But I can't import the time spreadsheets.

I have way too many time entries to manually copy then over.

Also the task descriptions are not showing up.

Ernest Kottenbach

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Jun 5, 2016, 7:30:31 PM6/5/16
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I have a problem with tasks not displaying in my invoice format.  I believe it happens when my task descriptions are more than a few words.  I can get the tasks with another format that is not convient to use for invoicing.  I'd buy this app if this featured worked.

Barb Collins

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Jun 5, 2016, 7:53:50 PM6/5/16
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Hmmm. I will have to play with the number of words in the task.  Maybe there is a limit.  What is the other format you reference?  Excel?
That's usually what I do.

I have been searching all weekend for a perfect solution.  I was very happy before to import QB Timer data to create invoices in QB Desktop. 

For now my workaround is to create an invoice in QBO, save to PDF, the cut and paste from the spreadsheet export of Timesheets so they see my task detail.  Not what I wanted to do, but it works. I'll then just keep an invoice in QBO with the total and not all the lineitem detail.
 

On Sunday, June 5, 2016 at 7:30:31 PM UTC-4, Ernest Kottenbach wrote:
I have a problem with tasks not displaying in my invoice format.  I believe it happens when my task descriptions are more than a few words.  I can get the tasks with another format that is not convenient to use for invoicing.  I'd buy this app if this featured worked.

Ernest Kottenbach

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Jun 5, 2016, 11:19:45 PM6/5/16
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When I use "Itemized Report" all my task descriptions appear, however, the report is long  and untidy.... I often recreate the invoice w another application but sometimes I don't have time or want to deal so I give them the long version.



On Sunday, June 5, 2016 at 7:30:31 PM UTC-4, Ernest Kottenbach wrote:
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