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mlbates214
Level 1

Want to be able to track admin/non billable time on timesheets (Not TSheets)

We are a small partnership art business and have just started using the the timesheet tracking function in QBO. We are able to track to our projects for a clients but would like to  find out the best way to track Non billable time. We spend time marketing, giving conferences, admin etc which we don't bill to our clients but would like to see how much of our time is spent on these activities. We have set up Products/Services for our professional time. What is the best way to set up this ADMIN time? Thank you.

1 Comment 1
Jovychris_A
Moderator

Want to be able to track admin/non billable time on timesheets (Not TSheets)

Thanks for posting to the Community, @mlbates214.

 

The best way to add and track the admin's time is to make a specific vendor and name it 'Admin'. Add a customer name 'Admin work'. Make sure that you have already set up a product/service and name it 'Admin time'. This way, you're able to track the admin time. Additionally, make sure that the Billable (/hr) box is unchecked. 

 

Also, you can create a Division or Class (optional) if you wanted to specify the work, place, location, etc. of the admin tracking.

 

Then you can run the Time Activities by Customer Detail report. The time of work that is set to No on the Billable column is non-billable time.

 

I'll show you how to customize a non-billable timesheet report:

  1. Select the Search icon on the top right.
  2. Type "Timesheet" and then select the Time Activities by Employee Detail report.
  3. Click Customize.
  4. Select Filter and then check the Billable box and then choose Non-Billable.
  5. Hit Run report.

 

Also, you can adjust the dates on the said report by changing the Time Activity Date drop-down list and then select Custom.

 

I'll add these articles as your references in creating a timesheet activity in QuickBooks Online:

Please feel free to leave a message to this post if you have more questions. I'll keep my notifications open. Have a good one!

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