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February 9, 2021
Question

How to keep Billable option "On" and prevent it to be changed on TSheets?

  • February 9, 2021
  • 16 replies
  • 69 views

Hello,

 

I want to make every work hour on TSheets to be synchronized on QuickBooks with Billable "Yes", no matter what it can be chosed by TSheets user. Is that possible? 
I already checked that if I removed the "Billable Yes/No choice" from TSheets Sync Preferences, the work hours will be sent to QuickBooks as "no billable", even though the option "Make expenses and items billable" on Quickbooks are enabled.

 

Glad if someone can help me.

16 replies

Jessica_young
Level 4
February 10, 2021

This is a great question, @thalestrabbold.

 

To remove the "no" from the billable option, you'll simply need to archive this value within TSheets. This way, your employees will be prompted to select yes for every job or customer they clock into. Here's how:

  1. Go to Feature Add-ons.
  2. Click on Custom Fields.
  3. Click on the Billable field to edit.
  4. Click on Show entered values to expand.
  5. Next to the no field, select the three gray dots, and select Archive.
  6. Click Save.

I have also included this article which you may find helpful: Set up and manage custom fields in TSheets.

 

If this isn't quite what you were hoping to do, please let me know, and we can explore other options. Have a fantastic week! 

February 10, 2021

Hello, @Jessica_young 

 

Actually I already tried it, but since the Billable field is a Quickbooks field, TSheets ask me to edit it on Quickbooks:


MonicaM3
Level 5
February 11, 2021

Hi @thalestrabbold,

 

Thanks for getting back to us. To make time billable by default in QBO, follow these steps:

  1. Go to Payroll and click Employees.
  2. Find the employee you want, then Edit ✏.
  3. Select the Billable by default checkbox.
  4. Select Save.

For detailed instructions on Time Tracking and its components, check out this guide: Turn on, set up, and manage time tracking

 

 

Let me know if you have any other questions or need any clarification. I’m here to help anytime.