Categories
Weekly Timesheet

Enter a weekly timesheet

Create Employees > Create “+” sign at the top middle of the QBO homepage screen, in between magnifying glass and clock icon > Employees > Weekly Timesheet
You will need a Plus plan for this activity.

Enter a weekly timesheet

  1. Choose a name from the list. An employee or a Vendor name for Independent Contractor.
  2. Select the week for which you want to record activities.
  3. Select a customer if you want to bill the activity to a customer or track expenses for a customer. ┬áIf you don’t see this custom field, see below for to enable bills and expenses to a customer.
  4. 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.
  5. Select a class. If you don’t see this custom field, see below for to enable class tracking.
  6. Select a location/department. If you don’t see this custom field, see below for to enable location/department tracking.
  7. 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.
  8. 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.
  9. Select Taxable if the activity is taxable.
  10. 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.
  11. 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.
  12. Click Save and close (or Save and new to enter another time activity).
  13. 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
 






Categories
Products & Services

How to batch switch from service items to non-inventory parts without going into each individual item

You can batch “Change type” from service to non-inventory type or non-inventory to service in QBO. However, for service to inventory or non-inventory to inventory type, you can’t do batch change type, you will need to edit and change one item at a time.

To make batch “Change type” from service to non-inventory type:
1) Click find (little funnel arrow-down)
2) Select “Service” from Type selection
3) Click “Apply” button
4) From the Service type list, Click “All” checkmark
5) “Change type” box should expand (far right corner)
6) Select “Make non-inventory item”

In case, you need to revert back to change type again, follow the steps again.

batch change type 1
batch change type 1
batch change type 2
batch change type 2

You can’t also change batch item list mapped to GL account type in QBO list page. You will need to upload a CSV or Excel file (from gear > tools > import data > products and services).

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