NEWQBO.COM

Create Employees

Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees

From here, you can create:

  1. Run Payroll and add employee by selecting Payroll under Employees.
  2. Enter a single time activity by selecting Single Time Activity under Employees. Need a plus plan for this feature.
  3. Fill in a weekly timesheet by selecting Weekly Timesheet under Employees. Need a plus plan for this feature.

 
enter-time-activity

 

Employees > Run Payroll and Add Employee

From here, you can run already set up payroll and also add an employee to run payroll. See Employee Center (homepage screen > left navigation bar . employees) for editing Employee pay, profile, and employment.
 
run-payroll-add-employee
 
Enter a single time activity

  1. Click Create (+) sign > Employees > Single Time Activity.
  2. Choose a name from the list. An employee or a Vendor name for Independent Contractor.
  3. Enter the date the activity occurred.
  4. Select a location/department. If you don’t see this custom field, see below for to enable location/department tracking.
  5. Select a class. If you don’t see this custom field, see below for to enable class tracking.
  6. Select a customer if you want to bill the activity to a customer or track expenses for a customer.  If you don’t see this custom field, see below for to enable bills and expenses to a customer.
  7. Select a service. If you use services to enter time, choose a service that represents this activity from the products and services list. If you need new service item, see below for setup.
  8. If you are billing the activity to a customer, select the Billable checkbox. If you are allowed to change the rate at which an activity is billed, make sure that Bill at rate/hr is correct.
  9. Select Taxable if the activity is taxable.
  10. Enter the amount of time worked in Time. Or, select Enter Start and End Times to enter the time you started and ended work.
  11. For time break if any, select break time to subtract summary billable time.
  12. Enter description of the service type to override if necessary.
  13. Click Save and close (or Save and new to enter another time activity).
  14. See Custom Field Table below.

 
single-time-activity

 
Enter a weekly timesheet

  1. Click Create (+) sign > Weekly Timesheet.
  2. Choose a name from the list. An employee or a Vendor name for Independent Contractor.
  3. Select the week for which you want to record activities.
  4. Select a customer if you want to bill the activity to a customer or track expenses for a customer.  If you don’t see this custom field, see below for to enable bills and expenses to a customer.
  5. Select a service. If you use services to enter time, choose a service that represents this activity from the products and services list. If you need new service item, see below for setup.
  6. Select a class. If you don’t see this custom field, see below for to enable class tracking.
  7. Select a location/department. If you don’t see this custom field, see below for to enable location/department tracking.
  8. Description field. (Optional) Edit a description of the activity if necessary. If the activity is billed to a customer, the Description appears on their invoice, depending on your company settings. Text for the description appears automatically from the Sales Information field once you select a service item.
  9. Billable. If you are billing the activity to a customer, select the Billable checkbox. If you are allowed to change the rate at which an activity is billed, make sure that Bill at rate/hr is correct.
  10. Select Taxable if the activity is taxable.
  11. For each day of the week this activity occurred, enter the number of hours spent on this activity for that day. You can add more activity lines if needed or clear all lines and begin again. To change First day of work week on a weekly timesheet form, see custom field table below.
  12. Note: If activities for this week are similar to last week’s, you can copy last week’s timesheet. To do so, click Copy Last Timesheet at the bottom of the form.
  13. Click Save and close (or Save and new to enter another time activity).
  14. See Custom Field Table below.

 
weekly-timesheet
 

Custom Field Table (need PLUS plan)

Location/Department
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Categories > Track Locations > ON
 

track-locations
 

Class
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Categories > Track Classes > ON
 
track-classes
 

Customer
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Time Tracking > Make Single-Time Activity Billable to Customer > ON
 
make-single-time-activity
 

Service
From the home page screen > Company gear wheel icon at the upper right corner > Lists > Products and Services > New > Time Tracking > Service > Fill out Name, Sales Information, Sales price/rate (hourly rate) > Income Account
 
service-rate
 

Show Billing Rate Box
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Time Tracking > Show billing rate to users entering time> Checkbox

 
show-billing-rate
 

First day of work week
From the home page screen > Company gear wheel icon at the upper right corner > Your Company > Account and Settings > Advanced > Time Tracking > First day of work week > Select Day from the list > Save.
 
first-day-of-work-week