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Level 1

Adding Employee Time to Invoice through T-Sheets

Hi,

 

I am having a problem getting time I've tracked to show up in the invoice screen. In the past I have had no trouble starting an invoice and then adding in the relevant time and materials that were logged.

 

Now, nothing shows up on that side-bar where logged time usually is. I tracked the time using TSheets, if that matters. I've been able to use TSheets data before, but this is the first time I've tried since QB aquired TSheets and now it doesn't seem to work.

 

Any ideas??

 

Thanks

Solved
Best answer 02-19-2018

Best Answers
Highlighted
QuickBooks Team

Re: Adding Employee Time to Invoice

Hi there, @Knowa22,

 

I'd be glad to help add the employees' time from Tsheets to the invoice.

 

The time data in Tsheets automatically syncs in QuickBooks Online. You'll first need to approve the time so you can see them when you start creating invoices.

 

Simply click the Approve Time tab in QBO to edit, review, and approve employees' timesheets. Here's an article that will walk you through the steps: https://quickbooks.intuit.com/blog/whats-new/whats-up-in-apps-tsheets-time-tracking-is-inside-qbo/

 

If you need further assistance creating invoices for the employees' time, I'll be here to help.

View solution in original post

9 Comments
Highlighted
QuickBooks Team

Re: Adding Employee Time to Invoice

Hi there, @Knowa22,

 

I'd be glad to help add the employees' time from Tsheets to the invoice.

 

The time data in Tsheets automatically syncs in QuickBooks Online. You'll first need to approve the time so you can see them when you start creating invoices.

 

Simply click the Approve Time tab in QBO to edit, review, and approve employees' timesheets. Here's an article that will walk you through the steps: https://quickbooks.intuit.com/blog/whats-new/whats-up-in-apps-tsheets-time-tracking-is-inside-qbo/

 

If you need further assistance creating invoices for the employees' time, I'll be here to help.

View solution in original post

Highlighted
Level 1

Re: Adding Employee Time to Invoice

Thank you for the reply.

 

I discovered the source of my problem:

The time charges I was creating for clients wasn't marked as "Billable" for some reason. I went back and switched all entries to billable and it worked again.

 

 

Highlighted
Level 1

Re: Adding Employee Time to Invoice

Where did you switch it?  In tsheets?

 

Highlighted
QuickBooks Team

Re: Adding Employee Time to Invoice

Greetings, amy11.


Welcome to the QuickBooks Community. I’m here to walk you through on where to mark the time entries as billable in QuickBooks Online.


If the time was entered on QBO’s Weekly Timesheet, you can mark the Billable box to invoice the time entries. Here’s how to do that:
1.    Click the Plus (+) icon and select Weekly Timesheet.
2.    From the Weekly Timesheet screen, enter the necessary information.
3.    Place a check mark next to Billable and enter the per hour rate.


If you need further assistance when it comes to navigating TSheets and how to mark billable hours so you can invoice clients, I’d suggest contacting Tsheets Technical Support.  


That’s it. If you need any assistance related to QuickBooks, don’t hesitate to reach out. I’ll be here to keep helping. Enjoy your day!

Highlighted
Level 1

Re: Adding Employee Time to Invoice

That part works.  It is the approved time from TSheets that is not importing to invoice

 

Highlighted
Moderator

Re: Adding Employee Time to Invoice

Greetings, AmyLCPA.

 

Thanks for reaching out to us about the data coming from the TSheets app. I want to make sure you'll be able to get the support you need with the synced data.

 

Since you're unable to import the approved time from the integrated app, you'll need to reach out to TSheet Customer Support. One of them will be able to check your account and review the set up for importing data.

 

They are open from 3:00 am PT to 11:00 pm PT, seven days a week. You can give them a call or an email through the article below (scroll-down to Who do I call for customer support?):

 

TSheets Integration with QuickBooks Online

 

Please let me know how this goes and I'll be sure to get back to you. You can reach out to by clicking the Reply option below.

Highlighted
Level 1

Re: Adding Employee Time to Invoice

I'm successfully able to export the Approved time and TSheets data to QBO.  However, when I go to look at the Time Charge, the hours show up in the summary as 0.  When I open the Time Charge, the correct hours are shown.  When I save that Time Charge, after not having changed anything, the hours show correctly in the summary and on the invoice.  Right now I have to manually open every single time charge, NOT CHANGE anything, Save it, and then it works.  What's the issue?

 

Highlighted
Level 1

Re: Adding Employee Time to Invoice

When I approve the timesheet in TSheets, I check carefully to make sure that the correct labor code with the correct billing rate is in place, and that the hours are in place.  When I export to QBO, sometimes the billing rate comes in at $0, and sometimes all of the data comes in correctly, but the Amount still shows $0.  On the latter, when I open the individual Time Charge and resave it without changing anything, the data populates through.

Highlighted
QuickBooks Team

Re: Adding Employee Time to Invoice

Hello there, @JMGE.

 

Thanks for reaching out to the Community today. I'm here help you get this timesheet issue sorted out and get you back on track.

 

We haven't received any similar cases reported to us. To better isolate this matter, let's go ahead and try accessing your QuickBooks in a private browser. It’s possible that local internet cache files are behind this unexpected behavior. Cache is stored for increased loading performance, but too much can accumulate and bog down processes. 

 

Here are the different keyboard shortcuts to open a private browser:

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If it works fine, you can go back to your regular browser and clear its cache. Before doing so, make sure to take note of your saved passwords and URLs. Please follow the outlined steps in this article depending on the browser you're using: How do I clear my browser cache and temporary Internet files?

 

Please let me know how it goes by leaving a reply in this thread. I'll be around to help you out if you need further assistance. Have a great weekend!

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