cancel
Showing results for 
Search instead for 
Did you mean: 
stevenkarlwolff
Level 1

Can I develop a schedule for my workers through Quickbooks?

 
8 Comments 8
Fiat Lux - ASIA
Level 15

Can I develop a schedule for my workers through Quickbooks?

You need Tsheets or a 3rd party scheduling app to integrate with QBO

https://buddypunch.grsm.io/quickbooks

 

SashaMC
Moderator

Can I develop a schedule for my workers through Quickbooks?

Thank you for joining the QuickBooks Community. To answer your question, you can develop a schedule for your employees through Tsheets by QuickBooks. This program allows you to coordinate schedules by shift, by job, and you have the flexibility of scheduling remotely. You could try it for free to get a feeling of how the program runs by using this link. For more information about Tsheets, this article will provide more insight! If you have any further questions, please let me know.

pphlara
Level 1

Can I develop a schedule for my workers through Quickbooks?

Thank you for your response. I understand that I can assign job to contractors/employees.  I'd like to have contractors/employees assign themselves to jobs that I post based on their availablity.

Thanks,

RA

FritzF
Moderator

Can I develop a schedule for my workers through Quickbooks?

Hi there, @pphlara.

 

Thanks for joining this conversation. I'm here to provide some information about assigning jobs in QuickBooks.

 

If you're using QuickBooks Desktop (QBDT), yes, you can assign jobs to contractors/employees when creating a paycheck or your customers (for job costing). However, the option to have them assign the job to themselves is currently unavailable in QBDT.

 

You can share your feedback about this within your QuickBooks account. This way, our developers will know what option would be beneficial to your business and might add it to any future enhancements.

 

Here's how:

 

  1. Go to Help at the top menu bar.
  2. Choose  Send Feedback Online.
  3. Click on Product Suggestion.
  4. Click on the drop-down for Type of Feedback and select Product Suggestion.
  5. Select the Product Area.
  6. Then enter your thoughts and suggestions.
  7. Once done, select Send Feedback.

 

To learn more about managing jobs in QBDT, consider checking out this article: Tracking job costs in QuickBooks Desktop.

 

I'm all ears if you have other follow-up questions about tracking jobs in QBO. You can leave the details in your reply, and I'll answer them for you. Have a good one.

Jamwoo97
Level 1

Can I develop a schedule for my workers through Quickbooks?

I am trying to use the schedule feature within QuickBooks Time. I have specific notes for the Job/Customer that i want the employee to be able to clock in via the schedule and the notes to automatically be entered into the timesheet. How do I make the notes carry over from the schedule into their actual time entry?

CharleneMae_F
QuickBooks Team

Can I develop a schedule for my workers through Quickbooks?

Hi there, Jamwoo97. I've got the steps to help you enter the notes into the timesheets.

 

To add notes to the current timesheet, the account administrator must add the "Allow team members to enter notes on Time Clock" permission in Company Settings. I'll show you how.

 

Android

  1. Log in to QuickBooks Time.
  2. On the Time Clock section, tap Notes.
  3. Enter your notes, and tap Done.

Via iPhone or Other iOS Device

  1. Log in to QuickBooks Time.
  2. On the Time Clock section, tap Enter Notes.
  3. Enter your notes, and tap Save.

 

For more details about the process, please see this article: Add Notes in QuickBooks Time.

 

Additionally, I've added an article that'll help you learn more about how to manage shifts and track time: QuickBooks Time Schedule.

 

 I'm only a few clicks away if you need assistance with your other QuickBooks tasks. It's always my pleasure to help you out again.

Jamwoo97
Level 1

Can I develop a schedule for my workers through Quickbooks?

That does not answer my question. I am an admin of our TSheets account, all team members can enter notes as they see fit. I am trying to right a schedule, and an option on the schedule is notes, however, the notes do not automatically fill into the employee's time entry.

JonpriL
Moderator

Can I develop a schedule for my workers through Quickbooks?

Hi there, @Jamwoo97!

 

I'll help automate adding notes on your employee's time activity in QuickBooks Time.

 

Firstly, let's create a custom field and assign it to your employees. I'll show you how.

 

  1. Go to Feature Add-ons.
  2. Select Custom Fields.
  3. Click +Add Field.
  4. Under Name, enter Notes.
  5. On the Type menu, select List.
  6. Choose a customer you want to assign this note.
  7. Select +Add Item.
  8. Below the Name field, enter the name of the note you wanted to automate.
  9. Under Team Members, select the name of the employee.
  10. Click Save.

 

Lastly, open or create the schedule accordingly and make sure to integrated the new custom field created by clicking the +ADD FIELD feature.

 

 

 

You may also read this reference for other features to use while using the app: Time Tracking, Scheduling, and Reporting with QuickBooks Time.

 

If you have any other questions aside from the QuickBooks time tracking schedule, use the Reply option below to leave a comment. I'll be here to help. Take care always!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up