ReportAway!®

This article describes the step by step instructions for importing time entries into QuickBooks for invoicing.

Assumed Configuration and Data Entry 

1. Under Administration->Options confirm that "Report Format:" is set to QuickBooks.
2. Under Administration->Options confirm that "Report Recipient:" has a valid destination email address in it.
3. Under Administration->Options confirm that the "Employee:" field has a valid employee name in it which is also entered in QuickBooks.
   
4. Confirm that you have entered time records under "Browse Time Records".
5. Confirm that each desired time record has it's "Billable:" setting to "Yes".
6. Confirm that each desired time record has it's "Status:" setting to "Complete".

Sending a Report from ReportAway!

1. Enter the time browser by clicking on "Browse Time Records" from the main screen.
2. Click the menu button and select "Report All" and click "Ok" after reading the pop-up screen.
3. An email message form opens. Select "Send" from the email menu.

At your desktop/laptop computer

1. After receiving the report, save the attachment file and make note of its location.
2. Open QuickBooks if it is not already open.
3. Run the "File->Utilities->Import->IIF Files..."  menu item in QuickBooks.
4. Browse to and select the file you saved in step 1. When complete, QuickBooks will give you a pop-up message indicating "Your data has been imported".

To add time to an invoice follow these steps

1. On the home screen of QuickBooks, click on the Invoice icon.
2. A invoice form will open.
3. In the "Customer:Job" pull down field, select the job to which you logged time in ReportAway.
4. You will be given an option to select unbilled time which you should accept. If you do not accept this but wish to add unbilled time at a later time, click the "Add Time/Costs" button at the bottom of the "Create Invoices" form.
5. On the "Choose Billable Time and Costs" form, select the "Time" tab.
6. For each desired time entry click the check column on the left of the form. When done click "Ok" to return to the "Create Invoices" form and continue from there as you would for any other invoicing you do in QuickBooks.