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Help with how EMPLOYEES can enter timesheets referencing PROJECT and CLASS via employee portal or similar
the employee portal does not seem to allow reference to timesheets with reference to our projects or classes. Is there a way to do this? (our admin staff can do this via the project s section, but we ideally want staff to do this directly) Thanks!
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We can definitely help clarify how to get your employee or team to enter timesheets with the detail you need in QuickBooks Online (QBO), Grant-smyth.
You're correct, the employee portal, also known as the QuickBooks Workforce app, is mainly for viewing pay stubs and entering general hours. It does not allow users to directly select Projects and Classes for each time entry. However, you can give them limited access to QBO that allows them to use the Weekly Timesheet feature (which includes the fields for Customer/Project and Class).
You'll need to create a special user role for each employee called "Time Tracking Only." This user type has very limited permissions where they can only enter their own time and can't see any of your company's financial data. For the steps and details, check out this article: User roles and access rights. Then, go to Track time only section.
Once the employee is set up, they'll log in to the QBO (not the Workforce app) and navigate to the Weekly Timesheet section. From there, they can select a Customer/Project and a Class for each day for each task they worked on. You can refer to this article for more details: Enter a weekly timesheet.
Also, for businesses that require more advanced time tracking features, QuickBooks offers a dedicated add-on called QuickBooks Time. This allows employees to use a mobile app or a web browser to clock in and select a Job or Project and a Class, ensuring every minute is allocated correctly. To learn more about this one, refer to this article: Set up QuickBooks Time in QuickBooks Online or QuickBooks Online Payroll.
If you have any other questions about time tracking or QuickBooks-related concerns, please revisit this post.