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Turn on and set up time tracking in QuickBooks Online
by Intuit•109• Updated 3 weeks ago
Learn how to turn on and set up time tracking in QuickBooks Online Essentials, Plus, and Advanced.
If you have employees and want to track their time, consider QuickBooks Online Payroll Premium or Elite. This also includes advanced time tracking options like time off requests, mobile time entry, and scheduling.
Turn on and manage time tracking to track and bill customers for the number of hours spent on a project or activity.
Follow the steps to set up and manage time tracking.
Note: Time tracking isn't available if you use QuickBooks Online Payroll Core. The Weekly timesheet won’t work properly if Payroll Core is attached to your QuickBooks Online subscription.
For a better experience, open this article in QuickBooks Online. Launch side-by-side view
Turn on time tracking
Choose if you want basic time tracking in QuickBooks Online, or if you want to try a QuickBooks Time account with more time tracking features. Either way, you can access timesheets from QuickBooks Online.
First, enable which time tracking options you want:
- Go to Time (Take me there) and choose why you want to track hours.
- Then, choose if you want basic time tracking in QuickBooks Online, or if you want to try a QuickBooks Time account with more time tracking features. Either way, you can access timesheets from QuickBooks Online.
- Select Start or Edit from the SET UP TASKS and complete them.
Then, adjust your time tracking preferences:
- Go to Settings ⚙, then Account and settings.
- Select the Time tab.
- Select Edit ✎to each section to set your time tracking preferences:
- Time Tracking: Add the First day of work week. This affects how employees and contractors view weekly timesheets.
- Timesheet fields: Review these settings and clear or update anything you don't need.
- Customer - Let's you track profitability by customer. If this field doesn't apply to your employee's you can leave it blank on their timesheet.
- Billable and Rate per hour - Let's you choose whether a timesheet is billable so you can invoice for time. Add the billable rate amount.
- Class - Let's you track your business in a custom way, like departments, product lines, or locations.
- Services: Use service items to see which of your services are most profitable.
- Notes: A free-form text field where your team can enter notes about their time.
- Manage kiosk: Check out Set up QuickBooks Time kiosk to learn more.
Track and manage time
Now that time tracking is enabled, you can add and manage your workers' time from the Time tab.
Add a time tracking user
If you want a team member to track their own time, you can invite them as a time tracking user to your account.
- Go to Settings
,then Manage users.
- Select Add user.
- Add the user’s personal info, then select Track time only from the Roles section.
- Select Send invite.
Note: You can't change the user type of a Time Tracking Only user. If a Time tracker needs a different company access, delete the user and add them back again with the new user type.
Access time tracking reports
You can run reports for Time by worker, Time by customer, or Unbilled time.
- Go to Payroll then Time, or go to Time.
- Select Run Report.
- Choose which report you want to run.
You can find other timesheet reports on your Reports page, such as Recent/Edited Time Activities.
Time details
Based on the rates you specify and whether or not the time is billable, time detail will automatically appear on customer invoices. You can include:
- Employee or contractor's name
- Hourly rate charged
- Number of hours billed — This appears as a decimal number on your invoice and as time on the printed or emailed version. For example, an hour and fifteen minutes will show as 1.25 when entered on an invoice and 1:15 when it is sent to your customer.
You can also customize the invoice to show the following:
- Text from the Description field on the timesheet
- The name of the standard service you are using
- Custom text that you specify for time tracking charges
Learn how to Customize Invoices and other Transaction Forms in QuickBooks Online.
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