QuickBooks Time Fundamentals

QuickBooks Time helps your clients track and manage employees’ working hours and run reports using that data. Take this course to find out how you and your clients can benefit from using QuickBooks Time. Learn to set up the correct subscription level and use the many features so that QuickBooks Time takes time-related tasks off your clients’ shoulders

MODULE 1: QuickBooks Time subscriptions

This module introduces QuickBooks Time and the different subscription options. Find out how different businesses can benefit from QuickBooks Time and how you can help your clients choose the right subscription for their needs.

Learning Objectives: 

• How QuickBooks Time integrates with QuickBooks Online and simplifies the employee time-tracking workflow
• The benefits of using QuickBooks Time to track hours worked
• How different types of businesses can benefit from adopting QuickBooks Time
• How to choose the most effective questions to ask to assess the client‘s time-tracking needs 
• Determining the right QuickBooks Time subscription for clients 
• Consolidating your ability to support your clients with QuickBooks Time subscriptions

MODULE 2: Getting started

This module covers setting up QuickBooks Time. Find out how to activate QuickBooks Time or integrate it with QuickBooks Online and help your clients add their employees, contractors, and payroll items.

Learning Objectives:

• How to activate QuickBooks Time for different types of clients
• Preparing clients for converting from standalone to integrated QuickBooks Time
• Converting existing QuickBooks Time users to QuickBooks Time Payroll with Premium or Elite subscriptions
• Signing in to QuickBooks Time and navigating basic features
• Choosing user permission levels in QuickBooks Time
• Setting up employees in QuickBooks Time 
• Setting up contractors in QuickBooks Time
• How to carry out payroll mapping in QuickBooks Time
• Consolidating your ability to support your clients with getting started in QuickBooks Time

MODULE 3: Recording time

This module is all about recording time with QuickBooks Time. Discover the different ways your clients’ workers and crews can track time with QuickBooks Time, and how they can benefit from features such as GPS tracking, geofencing, and facial recognition.

Learning Objectives:

• How Time Clock tracks time on the job and how this benefits clients
• How to use the QuickBooks Time mobile app to view employee schedules and locations
• How employees can see their hours worked, customers they‘ve worked for, and paid time off accrued
• Using the Manual Time Card to record time on jobs and the types of clients that benefit from it 
• Using Time Clock Kiosk to record time on jobs
• How Time Clock Kiosk can minimize time theft 
• Using the crew-tracking function to track time for additional employees
• Consolidating your ability to support your clients with recording time workflows

MODULE 4: Managing time

This module focuses on how your clients can use QuickBooks Time to manage their employees. Discover how to schedule and track employees’ time and location, and how to edit or approve timesheets. Find out about the benefits of QuickBooks Time’s overtime alerts and audit log.

Learning Objectives:

• How to create, view, and update team schedules 
• How administrators can monitor and manage employees
• Reviewing and editing an employee’s timesheet
• The QuickBooks Time audit log and why you should use it
• How to view a breakdown of employees’ accrued paid time off
• Running approvals reports, filtering data, and approving timesheets from QuickBooks Online Accountant 
• Consolidating your ability to support your clients with managing time workflows

MODULE 5: Payroll and profitability

This module focuses on how your clients can use the data generated in QuickBooks Time. Explore how to run payroll within QuickBooks Online Payroll or export time entries generated in QuickBooks Time for third-party payroll providers. Find out about the benefits of the different time-related and profitability reporting options and how to run these.

Learning Objectives:

• Running payroll using approved employee QuickBooks Time records
• 553. Generating bills using approved contractor QuickBooks Time records
• Accessing reports in QuickBooks Time
• 556. Accessing time-related reports in QuickBooks Online
• Using time tracking processed through payroll to calculate project profitability
• Consolidating your ability to support your clients with their payroll and profitability

Course Length: 3.5 hrs