![]() ![]() And QuickBooks Online wants to make sure that you’ve billed customers for every minute that you’ve worked for them. Time ReportsĪs you can see, time billing can get a little complicated when you have employees entering their own timesheets. You can open the original transaction or click to add it to the invoice. When you create an invoice for a customer who has outstanding billable time, that information will appear in the right vertical pane. You can also click on the Add all button at the top of the pane to include the details of every entry in the invoice. Clicking on the first adds that time block to the invoice, and clicking on the second opens the original form. Any estimate that hasn’t yet been accepted and any time that hasn’t been paid for should appear in the small blocks in that pane. Getting PaidĪs you start to create an invoice for a customer who needs to pay for services that have been included in a timesheet, look at the vertical pane to the right of the main working screen titled Add to invoice. When you go to approve the timesheet, you will see the rate. In this example, the employee can only enter hours worked and indicate that they were billable. As we discussed last month, you can choose whether to let employees see the customer’s billing rate. Your employees can, of course, enter hours directly on their own timesheet screens. Employee Timesheets This is part of what employees see when they log into QuickBooks Online using their Time Tracking only status. If you are reporting billable time for more than one customer, or time that is not billable, you’ll of course have to place those entries on new lines. In the boxes below the correct dates (in the grid to the right), you’d enter the billable hours worked for that customer that week. The hourly rate and tax status should fill in automatically. Type a Description in the box below and click in the box in front of Billable. If you haven’t used these and want to explore them, let’s schedule a session to go over QuickBooks Online Classes and Custom Fields. The fields below those two are earmarked for Class (if you assign classes) and Territory (or whatever Location Label you’ve chosen). Next to that, do the same thing to choose the Service. Next, you’d go down to the first field under DETAILS and select the appropriate Customer Name by clicking on the arrows to the right of the field to open the list. If you’re going to enter your complete work week directly on the timesheet, you’d open a blank form (using the instructions above) and select your name and the time range. It would look something like this: Time entries recorded as single activities automatically transfer over to that week’s timesheet. If you had entered a single activity for a billable time block already, all of that information would appear in your timesheet for that week, once you selected your name from the drop-down list in the upper left and set the work week to the correct one in the field to the right. The screen looks very similar to a paper timecard. You can see how this screen looks by clicking the plus sign ( +) at the top of the screen, then Employees | Weekly Timesheet. We’ll assume for this example that you are entering your own billable time. Let’s start here by looking at what’s involved in completing timesheets. If you have employees who only need to get on the site to complete their timesheets, we showed you how to give them restricted access. This month, we’re exploring additional time-and-billing steps.īy now, you’ve set up QuickBooks Online for time tracking and entered your first timed activity. ![]() Last month, we talked about time-tracking setup, single-activity data entry, and user permissions. ![]()
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