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MaryLouNewell
Level 1

Service Item report

As a construction company, we must track our time with each service item, for worker's compensation purposes.  For example, if some of our guys work part of a day doing excavation, then the other part of the day doing concrete, these are two different service items.  I cannot seem to find a report that show the service items, along with the hours applied to each and the pay that each employee received from these hours.  

Thank you.

MN

Solved
Best answer February 22, 2019

Best Answers
qbteachmt
Level 15

Service Item report

This takes some setup and use of Functions: "For example, if some of our guys work part of a day doing excavation, then the other part of the day doing concrete, these are two different service items."

 

You start with Time Entries = the single activity or weekly view for Timesheets. You set the Preferences to Job Track Per Earnings Item, so that you can Reiterate the Pay item, Job tracking that task. You also set the Employee Default to Pay From Time Data, so that you see the two columns next to each other. For any one task line, you see Payroll item and Service item available, such as:

Service item Excavation, payroll item Hourly Rate, Smith project, 3 hours, Billable (as a direct time and costs project)

Service item Concrete, payroll item Hourly Rate, Jone project, 2 hours, Not Billable (as a Fixed Bid contract job)

 

And Paychecks get that data from the timesheet details, which is the Purchase event, and now you have Cost data.

 

"I cannot seem to find a report that show the service items, along with the hours applied to each"

 

That offers you Timesheet reporting, such as Time by Name by Job by Item, or Time by Item Summary or Time by Item by Job, or Time by Item by Name by Job (there are a lot of permutations).

 

"and the pay that each employee received from these hours."

 

Until that paydate, you can run the Excel report that projects Job Costs based on the payroll item and employee setup.

 

Please see my attachment and follow the Like Colors.

View solution in original post

qbteachmt
Level 15

Service Item report

The cost projection report is attached.

View solution in original post

qbteachmt
Level 15

Service Item report

Attached is timesheet example.

View solution in original post

17 Comments 17
qbteachmt
Level 15

Service Item report

This takes some setup and use of Functions: "For example, if some of our guys work part of a day doing excavation, then the other part of the day doing concrete, these are two different service items."

 

You start with Time Entries = the single activity or weekly view for Timesheets. You set the Preferences to Job Track Per Earnings Item, so that you can Reiterate the Pay item, Job tracking that task. You also set the Employee Default to Pay From Time Data, so that you see the two columns next to each other. For any one task line, you see Payroll item and Service item available, such as:

Service item Excavation, payroll item Hourly Rate, Smith project, 3 hours, Billable (as a direct time and costs project)

Service item Concrete, payroll item Hourly Rate, Jone project, 2 hours, Not Billable (as a Fixed Bid contract job)

 

And Paychecks get that data from the timesheet details, which is the Purchase event, and now you have Cost data.

 

"I cannot seem to find a report that show the service items, along with the hours applied to each"

 

That offers you Timesheet reporting, such as Time by Name by Job by Item, or Time by Item Summary or Time by Item by Job, or Time by Item by Name by Job (there are a lot of permutations).

 

"and the pay that each employee received from these hours."

 

Until that paydate, you can run the Excel report that projects Job Costs based on the payroll item and employee setup.

 

Please see my attachment and follow the Like Colors.

qbteachmt
Level 15

Service Item report

The cost projection report is attached.

qbteachmt
Level 15

Service Item report

Attached is timesheet example.

MaryLouNewell
Level 1

Service Item report

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

qbteachmt
Level 15

Service Item report

@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.

TimBaker
Level 1

Service Item report

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?

Anonymous
Not applicable

Service Item report

Hello, TimBaker.

 

Timesheets are non-posting transactions and won’t impact your Profit and Loss. You’ll need import the data to a bill, invoice or paycheck.

If these job-related hours are worked by an employee, then you’ll need to create a payroll item.  However, if they were worked by a vendor, then you can import the time data to a bill or invoice.

 

For further information about this process, please refer to this article: https://quickbooks.intuit.com/community/Help-Articles/Tracking-job-costs-in-QuickBooks-Desktop/m-p/2....

 

Please visit us again if you have other questions about QuickBooks.

TimBaker
Level 1

Service Item report

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.  

TimJBaker
Level 2

Service Item report

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

IamjuViel
QuickBooks Team

Service Item report

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:

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. 

CCLCHALL
Level 2

Service Item report

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).

MadelynC
Moderator

Service Item report

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:

 

 

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

CCLCHALL
Level 2

Service Item report

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!!!!!

MirriamM
Moderator

Service Item report

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.

CCLCHALL
Level 2

Service Item report

This is actually for QB online (intuit)

JessT
Moderator

Service Item report

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.

 

apps.PNG

 

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.

SLSOffice
Level 1

Service Item report

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.

    

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