Service Item report

Thank you for all your help!  It also helps that I upgraded to the Quickbooks Enterprise version.  I appreciate your response! 

@MaryLouNewell 

Whew, this is Expensive: "It also helps that I upgraded to the Quickbooks Enterprise"

Because everything here is part of QB Pro, too, and that costs about $150.

Does using the Service Item in the Timesheet do anything functionally other than help in reporting.    Is there any impact on the P&L based on the accounts that the Service Item points to?  If I want to point Job-related hours to a specific Job COGS account vs. Payroll, is my only option to create a Payroll Item to do it?

Thanks, I will create a payroll item then to map the payroll $$ to the Job COGS.  The Service Item in the Time Sheet seems only to serve for reporting then.  

Here are my final observations and I want to be sure this captures everything and would appreciate your thoughts:

1. If I assign jobs on the timesheet, the payroll expenses for the employee will show up on the Job Profitability reports when I run payroll based on the hours worked on that job/total hours recorded for the employee over the pay period.   This happens even when the hours are not billable.  This includes any payroll item I have checked "Track Expenses by Job", in addition to Salary/Wage items.
2. The Service Item in the timesheet only functionally helps when you are creating an invoice for the billable time by populating the Service item at Invoice generation.  There is no automatic mapping of any payroll expense to the underlining expense account of the Service item, that is a function of the Cost amount that is input when setting up the Service Item.
3. Any chart of account mapping of payroll expenses must be done when setting up the payroll item.  If I want the payroll expense of an employee working on a job to be mapped to a Job Labor COGS account, I must set up a payroll item to do so, select it in the timesheet, and run payroll.

Is that all correct and am I missing any other setup/functionality item when working with timesheets?

Thanks,

Tim

You're on the right track, @TimJBaker.

Let me provide you with additional information on how service item works in QuickBooks Desktop.

Service Items are used to include charges for labor or professional fees that your firm buys or sells. When added as a line item in your invoice, it will reflect as Income in your Accounts Receivables. While payroll item reflects in your COGS account.

On the other hand, you're correct in saying that mapping the expense and income account associated to your payroll and service items needs to be done when you set  up each items. So you'll be guided properly in mapping your accounts accurately, I'd recommend contacting your Accountant.

For more insights, you may check these articles:

• Tracking job costs in QuickBooks Desktop
• Set up job costing and item tracking

Feel free to click the Reply button if you have other questions about using the service item in QuickBooks. I'm always here to help. 

MaryLouNewell

Were you able to resolve your issue? I am pretty sure I am having the same issue. My work comp charges different rates for the different services that we provide, and it is based off the amount paid in payroll. 

I am looking for a report to show each of the services that provided in a given year and how much payroll was paid out on each given item. So far the only report that I have been able to come up with is a report that shows total hours worked under each service or total hours worked by each employee (the hours by employee doesn't give a total for hours under each service item).

I’m glad to see you on this thread, @CCLCHALL.

As mentioned by the Community backer qbteachmt, you can run Timesheets reports to view your service items along with the hours applied to each. You can also check the other reports they’ve mentioned to learn more.

Here are the steps to generate Time reports:

1. Go to the Reports menu, then Report Center.
2. Locate Jobs, Time & Mileage in the left vertical pane and click on it.
3. Scroll down to the Time heading to see these four reports. They are:
   • Time by Job Summary (tells you how much time your company spent on each job, broken down by services provided)
   • Time by Job Detail (shows you the same thing, but includes employee name and billing status)
   • Time by Name (lists employees and the hours they spent on each job)
   • Time by Item (tells you how much time your company has spent on each service type, broken down by job)

You can read these resources to learn more about time tracking features in QuickBooks Desktop and how to include timesheet data on your paychecks:

• Set up time tracking
• Create and print timesheets

If you have any other questions or concerns about reports, please let us know. We’re always here to assist you further. Take care!

Thank you for your response. 

However this report doesn't show the info that I need to provide to my work comp carrier. This report that you have stated will show the time spent based on a given job and will show the billable hours that would be sent to the customer. 

We are looking for a report that will take the information and data provided in the report that you mentioned, factor in the employees hourly pay and show the amount we as a business spent in payroll. I am looking for a report such as this that can be grouped together by the type of service provided. 

For an example: 

We are a lawn and landscape company. For workers comp insurance, our carrier charges x amount of dollars per $100 in payroll for basic lawn service (mow trim blow etc) and they charge y amount of dollars per $100 in payroll for landscaping and pressure washing ("y" is a higher rate, more than double "x").

With our tsheets/ QBTime time tracking app, our employees can clock in under these particular service items.

Long story short, this info is synced to our intuit software and you can view the amount of hours an employee had on a given day and what service he provided that day. We also use QB payroll, so the employees' hourly rate is also in our software. 

We will use $200,000 in payroll for this example. 

Of this $200,000 for the year of 2021, I need a report to show how much of this payroll was paid out for basic lawn service, how much was paid out for landscaping, and how much was paid out in the multiple other services that we offer. This info would then be provided to our insurance agent so the know how to correctly charge us for work comp. Most of our hours are for basic lawn service which is a lower rate. If we can't show them the seperation of hours, then they will charge us the higher rate for all of services which my agent informed me would take our work comp from $5k per year to $12k. 

I NEED THIS REPORT TO SAVE ME $7K PER YEAR...SOMEONE HELP!!!!!

I appreciate your input from every angle, @CCLCHALL.

I can see how having this feature available in QuickBooks would save your business' time. Our goal is to make QuickBooks Desktop (QBDT) the go-to software for small business owners, so we're always looking for ways to improve it. With this said, I suggest submitting feedback to our Product Development Team. They look through submitted feedbacks for future updates and use those suggestions to develop changes for the product. 

To do this, here's how:

1. Go to the Help menu at the top.
2. Select Send Feedback Online.
3. Click Product Suggestion. 
4. Click on the drop-down for Type of Feedback and select Product Suggestion.
5. Select the Product Area.
6. Enter your thoughts and suggestions.
7. Click Send Feedback.

To be updated with our latest news and updates, including product improvements, I encourage you to visit the What's New section on your QBDT account or open this link to view our product update blogs.

If you have any other questions about QuickBooks, let me know by commenting below. I'm more than happy to answer it for you. Have a nice day.

This is actually for QB online (intuit)

Thank you for joining in on the thread, CCLCHALL.

I know how much you need the report you described. However, we are unable to make such customizations to the QBO. You can try to find a third-party app that can generate this report for you. Just click on Apps in the left navigation bar and use keywords to find one.

On the other hand, you can also check about customizing reports for your reference in the future.

If you have other concerns about reports, feel free to go back to this thread. I'll be happy to help you again.

Work around that I've found - @CCLCHALL

Report Center -> Employees & Payroll -> Payroll Item Detail

Customize report

     Display Report - Date/Source Name/ Item/ Payroll Item/ Account/Amount/ WC Rate/WC Code

Export to Excel. Once it is exported you can filter by the Payroll Item and get the sum by highlighting the cells for the wages in line with the Payroll Item you filter for.