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shawn-weaver-rro
Level 1

Need to learn how to attach a timesheet to an existing project. Following video steps, and it never appears on project.

 
1 Comment 1
KayePe
QuickBooks Team

Need to learn how to attach a timesheet to an existing project. Following video steps, and it never appears on project.

Thanks for posting here in the community, Shawn. Upon reading your post, we understand that the attached timesheet didn't show on the existing project in QuickBooks Online (QBO). Let us give you another way on how to achieve your goal.

 

Another way is to open the timesheet and select the project as the customer.

 

See the attached photo below for a visual guide.

Capture 44.PNG

 

 You can also enter the timesheet within the project so it will link successfully. Let me show you how:

 

  1. Go to Projects and select the project you want to add a timesheet. 
  2. In the Add to project dropdown, click Time
  3. Enter the following information to set up.
  4. Once done, hit Save.

 

See the attached photo below for a visual guide.

Capture 45.PNG

 

If the saved processes still don't show at your end, I suggest performing basic troubleshooting. The browser's cache can become filled and cause issues when working your QBO account. I suggest running QBO in a private or incognito browsing mode to help your computer run optimally and regain some storage space to continue working seamlessly. See these keyboard shortcuts to open a private window:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

For a detailed step-by-step process in clearing your cache, check out this article: Clear cache and cookies to fix issues when using QuickBooks Online.

 

On the other hand, scanning this link can help you handle your projects inside QBO: Create and manage projects in QuickBooks Online

 

Hit the Reply button below to notify us of any additional concerns regarding projects in QBO. We're here to assist. Take care! 

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