RyanBe
Level 2

Transactions

We have the same fundamental problem.  It is not feasible to have a service item for every possible bill rate we charge customers, or to expect employees to know which item to use for their role on each project.  With the forced transition to TSheets we're in the position of needing to go in and manually edit weekly time sheets in QuickBooks after time is approved/synced from TSheets.  This is an error prone and unreasonable solution.

 

Pricing rules do not work for us as they cannot be set based on class (we do not use projects).  Expanding the capabilities of price rules would solve most of the problems for me and many of the other QBO customers with the same issue.  In our case, we need price rules created based these criteria:

 

1) Class

2) Employee

3) Service Item

 

In other words, set rate to $150/hr for Class "XYZ" AND Employee "John Doe" AND Service Item "Consulting"

 

Overtime will still be a problem.