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Using Time Entries in QB Online.
Select time entries
Select user
"Add time for user" pops up with the days of the week, start, end, etc. See screen shot. This box opens and it always defaults to last week. I would like it to default to the present week and if possible, automatically check "billable" by default?
Hi here, DenverDTS.
Let me share some insights on how time entries works.
Please know that QuickBooks Online has a sticky setting feature. This means that the program will remember the previous data that you used for time entries and will continue to use that information unless you change it. If you've ticked the Billable checkbox and set the date to the present week on your last time entry, QBO will use that setting for your new transactions.
I've also included some articles that you can read to help manage your timesheets in QuickBooks Online:
Feel free to leave a comment below if you have any other concerns or further questions. Have a good one.
Thanks for the assistance.
The sticky settings are not working. I have tried multiple browsers. The articles below reference timesheets, I am not using timesheets. Just simple time entries built into the QBO platform.
Regards
DenverDesktopT
We don't want you to have this kind of experience, DenverDesktopT.
Let's run some troubleshooting steps to isolate this issue.
Let's ensure that you are not experiencing some browser-related concerns. To isolate this, try entering timesheets on a private window. It is the best place to identify if cache-related issues cause this one.
You can use these keyboard keys to open one:
If everything works well, you may go back to a regular browser and clear the cache. Once the browsing history is piled up, it can cause an unexpected issue on the opened pages.
You may also isolate this issue further by using a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.
As for the option to check the Billable box, this action is unavailable in QuickBooks. You'll have to select it manually.
I'm adding this article to learn how to manage time entries: Track and manage timesheets in QuickBooks Online.
Just in case you want to review the time entries billable to customers, you can run and customize the Time Activities by Customer Detail report.
Keep in touch if you need any more assistance managing your time entries, or there's something else I can do for you. I've got your back. Have a good day.
This is not working in any browsers public or private page and have tried on multiple computers. Now when going to the time entry is defaults to Employee instead of customer. Issue seems to be getting worse. Not life threating, but just a bit frustrating.
Good day, @DenverDTS.
Thanks for following the suggested steps that were shared above.
Since you're still getting the same results, I'd recommend reaching out to our QuickBooks Online Customer Support. That way, they can check your account to help identify its cause and fix it.
Here's how to connect with them:
Please check out our support hours to ensure that we address your concerns on time.
Also, our Help articles might have something that can help you with your QuickBooks concerns, too. Just make sure that the topic is set as "QuickBooks Online" to browse for related posts.
The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.
Does the sticky setting also apply to the Customers chosen column as I have numerous staff who bill to over ten customers each pay period and they don't wish to choose them for every pay period.
Yes. The sticky setting will also be applied to the customer column for that specific pay period when entering time entries, eestelita28. Let me provide you with some information and assist you further from there.
When your staff members create time entries in the Weekly Timesheet, they need to manually select the customer's name for each entry in the upcoming pay period. The customer's name does not automatically carry over or persist from one entry to the next within the weekly timesheet.
However, if you are entering multiple time entries for the same customer and the same job, you might find it quicker to enter all the information for one day and then use the Copy last timesheet feature where applicable or use the week view to see all entries for a customer during that period.
For more details about entering time entries, see this article: Enter a weekly timesheet in QuickBooks Online.
I'll also add this link that will guide you in managing your timesheets and running related reports: Approve, unapproved, and reject timesheets for QuickBooks Time.
Feel free to respond on this thread with any inquiries regarding creating a timesheet or questions related to QuickBooks. I'm here to help you whenever you need assistance.
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