You can Select All or click in front of each entry you want to include. When you click OK, a new window opens displaying a grid that contains all of that customer’s billable time. Once you’ve entered billable hours worked by an employee, simply open an invoice form and select that customer to open this window.īy default, Select the outstanding billable time and costs to add to this invoice? is checked. After you’ve entered blocks of time spent on services, open an invoice form and select the customer. QuickBooks makes it very easy to transfer billable hours worked by employees to the corresponding customers’ invoices. If you want to go there straight from the home page, click Enter Time | Use Weekly Timesheet. And secondly, you can click the Copy Last Sheet icon if you’re just going to duplicate an employee’s previous pay period’s hours. There are two advantages to entering hours directly on the timesheet, though. If you enter employee hours in a single activity record, they will appear on a timesheet, and vice versa. If you click on it with a completed record open, a new window opens containing a graphical representation of a paper timesheet. You’ll notice that there’s a Timesheet icon in the toolbar of the Time/Enter Single Activity window. QuickBooks offers a second option for entering employee hours: timesheets. You can enter employees’ hours directly on a timesheet instead of creating a single activity record. Save the activity record when you’ve completed it. Be sure you click in the box to create a checkmark if you’ll be invoicing a customer for the work done.
In the upper right hand corner, you’ll see a field labeled Billable. Tip: If these two fields do not appear, you’ve selected an employee who isn’t timesheet-based. It will only appear if you’re using QuickBooks Enhanced Payroll and have that feature turned on. Hidden behind the drop-down menu is a field titled WC Code, which stands for Workers’ Compensation Code. You can add a new employee if necessary without completing his or her entire record, but be sure to go back and complete it before your next payroll. In the middle column, you’ll select the correct Payroll Item from the drop-down list. You can also replace the 0:00 that appears by default with the number of hours and minutes that were worked. If you want to time a period of activity, use the Start, Stop, and Pause buttons under Duration. The Service Item field needs to display the name of the service performed by the employee. Click the arrow in the field next to Name and select the employee’s name from the drop-down list that opens, then do the same in the Customer:Job field below. Single-activity work tickets for employee hours are especially usefulįirst, check the date to make sure it displays the day when the work was actually done, not recorded. Click Enter Time on the home page, and then Time/Enter Single Activity to open this window: The first is to create a work ticket for a single activity. There are two ways to enter hours for your employees who provide services to customers and are paid by the hour. This month, we’ll actually use that record in the two ways you’ll be using it in QuickBooks: to pay employees for their hourly work and to bill customers for services. We also created a record for a service item. Last month, we learned about getting QuickBooks ready for time-tracking by activating it in Preferences.
#TRACKINGTIME QUICKBOOKS SERIES#
We’ll be continuing the two-part series we started last month.
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