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kristy21
Level 1

We use Tsheets to track employee time I have to manually go through click billable and link to a customer. How can I get to show under Income by customer summary report

 
5 Comments 5
CharleneMae_F
QuickBooks Team

We use Tsheets to track employee time I have to manually go through click billable and link to a customer. How can I get to show under Income by customer summary report

I know a way on how to show the time activities on a report, kristy21.

 

We're unable to pull up the employee time on the Income by Customer Summary report. This report only holds the details of your income minus your expenses (net income) for each customer. We can pull up and customize the Time Activities by Customer Details report instead. This shows the time activities your employees provided to each customer.

 

Here's how:

  1. Go to the Reports menu.
  2. Type in Time Activities by Customer Details in the search bar, then click to open.
  3. Click Customize.
  4. Under the Time Activity Date, select the correct date.
  5. Click Change columns to choose the columns you'd like to add.
  6. On the Filter section, select the correct details you'd like to see.
  7. Click on Run report once finished.

 

For your visual reference, I've attached a screenshot below.

act.PNG

 

For more details about personalizing your report, I suggest checking this article: Customize Reports in QuickBooks Online.

 

Additionally, I've included an article that'll help you save your current customized settings on the reports. This helps you easily access them in the future: Memorize Reports.

 

If you need further help in running reports in QuickBooks, I recommend sharing your concern with us. This way, we'll be able to help you out.

Frustrated Admin
Level 1

We use Tsheets to track employee time I have to manually go through click billable and link to a customer. How can I get to show under Income by customer summary report

I have Tsheets integrated with QB Online, and we use the imported time to bill our customers, then use that same time to pay employees.  However, when I run Income by Customer Summary, only on two pay periods have the paychecks been properly allocated to the proper customer.  We pay for the integration of Tsheets time and payroll so that these costs are allocated properly, both for invoicing and expensing.  Why did some of my paychecks get allocated and others did not?  Every employee uses Tsheets, the time is properly importing and all customers are billed.  I called and spoke to a QB rep, who was rude and combative on the subject. This is absolutely ridiculous.  Don't tell me it can't be done.  It was done properly on two pay periods.  Any interested QB rep can call me to discuss, as the rep I spoke to was completely uninterested in solving this problem.

jamespaul
QuickBooks Team

We use Tsheets to track employee time I have to manually go through click billable and link to a customer. How can I get to show under Income by customer summary report

Hello, Frustrated Admin.

 

This isn't the kind of support we want to provide to our users. I'd like to turn the tables around and help you fix the missing data on the Income by Customer Summary report. 

 

The Report period can affect how the data is shown on the report. On the report overview, change the dates to the covered pay periods. Then, hit Run report

 

payperiod1.PNG

 

If the rest of the pay periods are still missing, this might be a cache-related issue. To confirm this, use an incognito or private window:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari (ensure your version is updated for compatibility): Command + Option + P

From there, run the Income by Summary report again. When the pay periods show correctly and all of the paychecks are accounted for, close out the incognito window. Then, clear the regular browser's cache to resolve this. Close it out to use the fresh and working cache data. 

 

You can also use another supported browser if you prefer it over clearing the cache. 

 

After dealing with the missing pay period data, do you need help categorizing those invoice payments for Online Banking (if you have it connected)? This article can help you with the process: Categorize and match online bank transactions in QuickBooks Online.

 

I'm willing to listen to your concerns and address them accordingly. Just add the details here and I'll reply as soon as possible. 

Frustrated Admin
Level 1

We use Tsheets to track employee time I have to manually go through click billable and link to a customer. How can I get to show under Income by customer summary report

Hi and thank you for responding so quickly.  

 

I tried the incognito window, and I tried the pay periods.  I'm well versed with QB, using it for 25 years+ now, so I wouldn't be contacting you if I didn't really have a problem.  

 

To clarify, the revenue is allocated perfectly, and last year when I ran a P&L by customer, the payroll was allocated properly, which leads me to believe it was something either I did recently, or was the cause of a QB update.  Also, between August and November, QB was performing a YTD review on my payroll setup (I added QB payroll in August 2020).  Could that have caused a glitch ?

 

There are a couple of things I have done in the last month that may have affected the payroll:

  1. I went into the payroll settings and changed GL accounts for coding.  After changing the GL accounts, it asks if you "want to update prior periods".  I clicked YES, as I wanted any prior paychecks to be coded to the proper expense account.  Could this update have caused all of my paychecks to be reset to "NOT SPECIFIED" allocation?
  2. I also cleared the cache in my QB app last week, having issues with Sales Tax module.  Clearing the cache fixed my Sales Tax problem, but could this have also unallocated my paychecks?

The odd thing is my August 21 pay run and my November 13 pay run are allocated perfectly.  The rest of my pay runs are dumping all payroll checks into a NOT SPECIFIED column.  There are other items in the NOT SPECIFIED column that cover income and expenses not related to a specific customer.   I am going to reclassify any unallocated amounts from this column.

 

It is just very frustrating having spent half a year setting up a payroll and billing system for the specific purpose of tracking income and expenses by customer, and then having it fail in the end.  I also just ran a payroll in 2021 and the payroll did not allocate to customer.

 

I welcome any help you can provide.   If you need to contact me directly, let me know. I can provide you with the customer number etc. and perhaps a remote connection so I can show you what's happening.

MirriamM
Moderator

We use Tsheets to track employee time I have to manually go through click billable and link to a customer. How can I get to show under Income by customer summary report

Hello again, @Frustrated Admin.

 

I appreciate your prompt response and providing additional information about your concern. 

 

To isolate the issue, let's check if there's a Journal Entry created to allocate the paycheck to the customer's report since accounting a paycheck to a customer isn't possible as there was no customer name in the Payroll preference. 

 

If there's a journal entry recorded, I recommend creating those months that didn't report and follow the accounts used. 

 

Once done, run the report again and check to see if it works.

 

For future help, here's some resource to help you get ready during tax season: 

Please let me know how goes, I'll be around to help you.

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