report for effective hourly rate or expected vs actual revenue
Running a CPA firm- we don't use projects or QBO payroll. We enter time with billable hourly rates. I want to see a write up or down report based on the billable rate and what we actually charged on the invoice. I can't get the custom report to work because I can see time information or invoice information, but not both. I've asked chatGPT for a solution... Due to the lag in invoicing, running multiple reports and comparing the data isn't reflecting accurate data. I would like to be able to run it based on an invoice, customer, range of time, etc. It's frustrating we can link time to an invoice, yet unable to get reporting associated with it. I'm at my wits end!
If no solution- is there any other software that would accomplish this and export the invoice to QBO? Not all of our clients have email and I've found some won't let you finalize the invoice unless it's emailed (Financial Cents, etc). We've been using Mango, but it's been unreliable and expensive for what we're getting out of it.
Appreciate your thoughts in advance.