Generating a QuickBooks invoice is easy. Before you get started make sure your Tempo account is a Moderato-level account or higher.

Step 1

Invoices work just like everything else on the Time & Reports screen – what you see is what you get. Select the entries you wish to invoice by setting the date range, and selecting the appropriate projects and tags.

Above we’re selecting entries for this month so far, for the project ‘[Conglomo] Site Build’.

Step 2

Click the Invoicing tab near the top of the screen and you’ll see the Invoice form for Quickbooks. Make sure that “Quickbooks” is selected in the top-right corner of the invoice form.

The fields “Quickbooks Account”, “Invoice #”, and “Item” are required for a successful import into Quickbooks. Depending on your QuickBooks chart of accounts you many want to adjust the account and item settings.

Step 3

Click the “Create invoice!” button to generate the invoice for QuickBooks.

Step 4

Download the QuickBooks invoice file and import it into Quickbooks. Once you import the invoice, simply select the Quickbooks Customer/Job to finalize!