SpringAhead has an invoicing feature that you can use to populate your invoice template in QuickBooks with the time data that is collected in SpringAhead. Using this guide, you will:
- Configure settings in My Company for invoicing
- Review the additional invoicing options
Configuring Your Invoice Settings
To set up your company for QuickBooks Invoicing by using SpringAhead to create invoices and have them brought into QuickBooks:
- Log in as an administrator.
- Click on Settings, then click on My Company.
- Scroll down to the Invoicing section.
- Export Timecards with Invoices
- Check this box if you are exporting timecards to a 3rd party payroll provider, but still would like to have the timecards in your QuickBooks file.
- Check the box labeled Export Invoices.
- Select QuickBooks in the Accounting Software drop-down.
- Select the Invoice Cycle.
- The invoice cycle is the most common frequency in which you invoice your clients. This can be changed on a project by project basis.
- Select the Invoice Date.
- This is the date that appears on your invoice.
- If set to today, the date will be the day you export.
- If set to custom, SpringAhead will ask you for a date each time you export.
- This is the date that appears on your invoice.
Reviewing Additional Options
These are the additional settings that you can select to bring more data onto your invoice in QuickBooks:
- Include Time Descriptions on Invoices
- Tells SpringAhead to send notes from the timecard to the description field on the invoice.
- Use Item Description on Invoices
- Checking this box overrides the default invoice description above and uses the item descriptions in your QuickBooks file.
- Invoice Description
- SpringAhead has a lot of control over what populates in the invoice description.
- The default invoice description is %Name% - %Dates%
- Default description translates to Connie Contractor – 01/01/2012-01/07/2012
- SpringAhead has a lot of control over what populates in the invoice description.
Comments