Custom fields for projects to be used in timesheets

Hi stepping-stone,

Thank you for providing details, of the goal you would like to achieve in QuickBooks Online.  QuickBooks Online Advanced, let's you can create custom fields for sales reps, customer types, vendor IDs, PO numbers, Project Managers, or information unique to your industry.  You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and supplier).

To ensure this is the best fit for your business needs, I encourage you to speak with our Sales team at 1-888-829-8589.  

If you have any other questions, feel free to reach out again.  We would be glad to assist!

Hi Trish,

Thank you for your response. However, I'm interested in setting the information for projects specifically. Then, when we track time for those projects in QB Time, the time entries will have the data included.

For example, let's say I have Project A which is bonus-qualified on September 27 and then we decide to make it not bonus-qualified on September 28.

Employee B logs time on September 27. They put 1 hour for Project A, which is bonus-qualified. Then on September 28, they put 2 hours for Project A, and this is not bonus-qualified.

The time sheet show something like:

September 27

1 hour

Employee B

Project A

Bonus Qualified

September 28

2 hours

Employee B

Project A

Not Bonus Qualified

The admin would be the one to control the bonus qualification status.

We're also interested in setting other project-specific properties, such as billing rates. 

Welcome back, stepping-stone.

I see you've reached out on another thread and my colleague has replied to you there.  Please follow this link to view the original post.

Hi Amanda,

Yes I see that and appreciate her response. However, this is a separate question altogether.

Hi stepping-stone,

You can bill your customer directly from tracked time,  when you activate the billable time setting.  Once you’ve entered billable timesheets, they'll be available to add to new invoices. Find out more about how to invoice your customers for billable expenses and timesheets.

Should you require additional assistance, please don't hesitate to contact us outside of this forum. It would be our pleasure to work with you in real time, and ensure you're able to accomplish your QuickBooks goals without delay!

Feel free to reach out with other questions. We are always glad to help!