Chapter 9
Reducing Manual Data Entry
IN THIS CHAPTER
Enabling recurring transactions
Combining products and services
Implementing time tracking
Transferring time entries to invoices
If you find yourself stuck in the same choreography every month — reentering the same bills, rebuilding the same invoices, or copying over the same time entries — it’s time to learn some new moves. This chapter helps you do a little dance, automate a little stuff, and save a lot of time. It starts with recurring transactions to eliminate repetitive entries. Then it covers how to use bundles to drop multiple products or services into an invoice with a single click, like the rockstar that you are. Finally, it digs into time tracking, which turns logged hours into billable entries and payroll without all the manual steps.
Just remember: This is a members-only dance floor. You need an Essentials, Plus, or Advanced subscription if you want to shake your groove thing, yeah, yeah.
Spinning Through Recurring Transactions
If you’re tired of doing the hustle in QuickBooks, recurring transactions are ready ...
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