Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Single Time Activity.
Note: You will need a PLUS plan to enter this activity.
Enter a single time activity
- Choose a name from the list. An employee or a Vendor name for Independent Contractor.
- Enter the date the activity occurred.
- Select a location/department. If you don’t see this custom field, see below for to enable location/department tracking.
- Select a class. If you don’t see this custom field, see below for to enable class tracking.
- 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.
- 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.
- 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.
- Select Taxable if the activity is taxable.
- Enter the amount of time worked in Time. Or, select Enter Start and End Times to enter the time you started and ended work.
- For time break if any, select break time to subtract summary billable time.
- Enter description of the service type to override if necessary.
- Click Save and close (or Save and new to enter another time activity).
- See Custom Field Table below.
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
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
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
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
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
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.
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