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NicoLtd
Level 1

Adding employees and editing billable rates (not payroll)

We're just getting our system set up, so thanks in advance for your patience. :)

 

We're not using QB Payroll as our accountant runs payroll on another system. 

 

I want to add our employees to our QBO so that they can enter time details and comment on Projects. I'll need to set them up as users as well, but right now I'm trying to get Projects set up so that time tracking is sorted before I add users. 

 

I've added individual employees by choosing new time entry/name/new. I don't know if this is the best way to do this. 

 

How can I see a list of the employees I've added? 

 

How can I edit the employee's details and billable rate? (This sometimes changes depending on the contract.)

 

Should I be using Lists for this? 

 

We clearly have a lot to learn, so thanks for any guidance. 

Solved
Best answer March 08, 2023

Accepted Solutions
Ashleigh1
QuickBooks Team

Adding employees and editing billable rates (not payroll)

Hello NicoLtd, thanks for coming back to us you should be able to do this, if you go to payroll tab and choose add employees without payroll. The option will be there it is a blue link. 

 

View solution in original post

4 REPLIES 4
ChristieAnn
QuickBooks Team

Adding employees and editing billable rates (not payroll)

Hi there, NicoLtd.

 

Thank you for visiting the QuickBooks Community. I'll ensure you can see the list of employees including updating their details and editing billable rates in QuickBooks Online.

 

When recording a list of names, it depends on what type you've chosen when you set up them in the new time entry section. With this, if the person is assigned as an employee, you can go to their profile. Then, you can see all employees you've added and have the option to edit their details and billable rate from there.

 

Here's how:

 

  1. Click the Employee's menu on the left panel.
  2. Click the Edit link drop-down arrow under the Action column.
  3. You'll be routed to the Employee section and go to the Additional info section and you can change the billable rate in the Cost rate (/hr) field.
  4. Update the other required details.
  5. Click Save.

 

Lastly, you may refer to this article to see steps on how you can delete a customer, supplier, or employee in QBO: Anonymise customer, supplier, or employee data in QuickBooks.

 

Also, I'm adding this article on how you can add or organize user profiles in QBO so you can give each user certain permissions to do specific tasks: Add and manage users in QuickBooks Online.

 

Please don't hesitate to add a comment below if you still have concerns about managing your employee's data. I'm always around to help, NicoLtd. Have a great day!

NicoLtd
Level 1

Adding employees and editing billable rates (not payroll)

Thanks for your reply, but as I mentioned, we're not using Payroll so I don't have an Employees option in the left-hand navigation. 

 

Is there another way to see the employees I have added to Projects and to edit their details? Thanks.

NicoLtd
Level 1

Adding employees and editing billable rates (not payroll)

To clarify, I do see Add Employee under the New button at the top left, but this then prompts me to enable Payroll, which we do not want to do. 

 

I basically want to add team members (employees or subcontractors) to QBO so they can track time on Projects. No payroll functionality needed. 

 

Thanks.

Ashleigh1
QuickBooks Team

Adding employees and editing billable rates (not payroll)

Hello NicoLtd, thanks for coming back to us you should be able to do this, if you go to payroll tab and choose add employees without payroll. The option will be there it is a blue link. 

 

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