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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
CharmieH
QuickBooks Team

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Thanks for jumping back into the thread and clarifying your goals, @jdrichardson. You can track your customer's time by creating timesheets. Let’s walk through the steps together.

 

Here's how:

  1. Navigate to the Customers menu, then select Enter Time.
  2. Choose either Use Weekly Timesheets or Time/Enter Single Activity.
  3. Choose a vendor or employee name from the NAME dropdown.
  4. Select the date using the Calendar icon.
  5. Assign the hours to the customer or job.
  6. Tick the checkbox under the Billable column.
  7. Once done, click Save & Close.

 

Timesheets serve as a non-posting entry, which means they don't directly impact your financial reports. To include timesheet data in the Job Profitability or Company Financial Reports, you must first import the time into a bill or invoice. Please check this resource for more information: Track job costs in QuickBooks Desktop.

 

To track the customer's time spent on a job, let's pull up the Time by Job Detail report. This will give us a clear view of the time allocation.

 

Here's how:

  1. Navigate to the Reports menu, select Jobs, Time & Mileage, and click Time by Job Detail report.
  2. Customize the Dates and click anywhere to refresh the report.

 

In addition, you can use this helpful resource as a guide to setting up custom rates or price levels. It provides simple steps on how to create and use them effectively: Billing rate levels.

 

Do you need further assistance tracking your customer's time or other navigation in QuickBooks, @jdrichardson? If so, please use the Reply button to leave your questions. Thank you for reaching out to us.

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