How do I/we update billing rates in a weekly timesheet after importing from Quickbooks time (formerly Tsheets)?

I appreciate the screenshot and detailed information you've shared, @dsafran.

I also recognize your efforts in contacting our QuickBooks support team to resolve your issue. Don't worry, I'm here to help update the billing rates in a weekly timesheet in QuickBooks.

Based on your attached screenshot, I can see that the timesheet you're trying to update the billing rate was already approved and locked in your QuickBooks Time. To be able to update the billing rate, you'll have to unapproved the timesheets. Here's how:

1. Sign in to your QuickBooks Time account.
2. Go to the Approvals menu, then select the report dates, team members, and click Run Report.
3. To unapproved and unlock the team member's timesheet, click Unapprove.

Once done, go back to the Time Entries page and update the billing for the specific team member. After that, approve the timesheet and export them again to QuickBooks Online (QBO).

Just in case you want to enter weekly timesheets directly in QBO, you can check out this article for more guidance: Track and manage QuickBooks Time in QuickBooks Online.

Come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.

I am fairly new to this job. When I log into 2022 Quickbooks Desktop Pro Plus, I do not see an Approvals menu.

The problem I am having is after I enter the attorney's time, when I create an invoice, not all (but some) of the entries are showing at $0.00 per hour.

I have tried repeatedly to go through the Chat feature, but am getting no help. Please see if you have any answers to this specific problem. Thanks very much.

Tracy

Hi there, TO22.

Please know that we aim to deliver customer satisfaction at all times and address or fix an issue as soon as possible. With this, may additional details such as a screenshot of your QuickBooks where the showing at $0.00 per hour. Also, how did you enter the attorney's time in the program? I appreciate you for sharing additional information so I can present accurate details.

For now, I'm adding this article if you need various details on how your data from both programs works after the integration is complete: Set up and use QuickBooks Desktop for Windows and QuickBooks Time integration.

Don't hesitate to click the Reply button below and add extra details about your concern, TO22. I'm always around to help.

Hi! 

Your instructions got me where I needed to go to adjust the attorney billing rate. The prior secretary added the attorney as a Vendor and add his time that way. When I go to adjust the hourly rate to a flat hourly rate or add each one individually, Quickbooks tells me that it isn't supported in this version of Quickbooks. The hourly rate was initially set so I'm not sure why I can't change it.

Tracy

Thanks for coming back to this thread, @TO22.

Let me provide some information as to why you're unable to use billing rate levels in QuickBooks Desktop.

Please note that the option to set up custom rates for service items performed by particular employees or vendors is available only in the Contractor, Professional Services, and Accountant editions. If you receive a warning message that says "The transaction or list item you are trying to create is not supported in this version of QuickBooks", it means that your edition does not support this feature. 
 

If you want to learn how to set up custom rates, you can refer to this article: Set up custom rates or prices for employees, vendors, or customers.

Generating reports is a great way to get an overview of how your business is doing. You can read this article to learn how to create and analyze reports: Reports.

If you have any further questions or concerns about setting up custom rates, please do not hesitate to leave a reply below. I'm here to assist you.

AnnMarie,

This worked perfectly to permanently fix the rate at which we bill for all activities. THANK YOU!  You are a lifesaver!!!

Tracy

Good morning, @TO22. 

Thanks for coming back and letting us know if that helped or not. 

We're so glad that these steps were a permanent fix for you. 

If you have any other questions, don't hesitate to ask. Have a wonderful day!