Track Time with Clients that have hours credited

Inventive_Web_Design · ‎March 06, 2022

I am on Quickbooks Desktop. I have just started using Employees -> Enter Time to track the amount of time I work for a client and then add it to an invoice. Everything is working great until I ran into a problem with regular clients.

I have a client that pays me a flat rate for 4 hours of work a month. Some months I work more than 4 hours and some months I work less. They usually have a bank of hours credited to them that we work off at the end of the year with larger projects.

Question: Is there a way to set the client up so it shows that they just pay for the four hours each month and if we work under that amount hours are banked (credited) to them? Also, if we work more than four hours, they don't pay more, they just get it removed from the credited hours. They may go into negative credited hours at times.

DivinaMercy_N · ‎March 06, 2022

Thank you for posting here, @Inventive_Web_Design.

I'm here to give information about your time tracking concern.

In QuickBooks Desktop (QBDT), the option for tracking time that is less than or more than the specified hours you've set up is unavailable. As a workaround, you'll need to manually edit the billable time on the invoice if the time you spent for the service is less than 4 hours.

For your reference, check out this link: How to use timesheets in QuickBooks Desktop.

Also, pulling up a report that shows the time data for a specific customer is a breeze in QBDT. To create this, follow the detailed instructions in this article: Create and print timesheets.

You can count on me if you have any other time tracking concerns in QBDT. Feel free to drop a comment below. Have a great week ahead.

View solution in original post

DivinaMercy_N · ‎March 06, 2022

Thank you for posting here, @Inventive_Web_Design.

I'm here to give information about your time tracking concern.

In QuickBooks Desktop (QBDT), the option for tracking time that is less than or more than the specified hours you've set up is unavailable. As a workaround, you'll need to manually edit the billable time on the invoice if the time you spent for the service is less than 4 hours.

For your reference, check out this link: How to use timesheets in QuickBooks Desktop.

Also, pulling up a report that shows the time data for a specific customer is a breeze in QBDT. To create this, follow the detailed instructions in this article: Create and print timesheets.

You can count on me if you have any other time tracking concerns in QBDT. Feel free to drop a comment below. Have a great week ahead.

Fiat Lux - ASIA · ‎March 06, 2022

@Inventive_Web_Design

You need a 3rd party app to track project costs based on hours, bill rate, and pay rates. You will be able to set budget limits and get notifications as you approach them.

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Track Time with Clients that have hours credited