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JKern313
Level 1

Project reporting with time

We invoice clients  monthly for ongoing projects. I need a report that I can filter by a time period and client as well as have it show Employee, Date, Time, Notes and total the time. I cannot seem to find anything that does this.

3 Comments 3
TirzahC
QuickBooks Team

Project reporting with time

Let me help you with running project reporting in QuickBooks Time, JKern313.

 

You can pull up and then customize the Time Activities by Employee Detail report. This way, you'll easily know the total numbers worked. Here's how:

 

  1. From the left menu, select Reports.
  2. Select the Time Activities By Employee Detail report.
  3. Choose the correct date range from the Time Activity Date.
  4. Select Customize, then go to Rows/Columns.
  5. Mark a Start Time, End Time and Break to include these columns.
  6. Select Run report.

 

Check out these articles below to learn more about how to memorize reports, handle employee hours, and other matters.

 

 

You can always get back to me if there's anything else you need with Project Reporting. I'm always around to help. Take care!

JKern313
Level 1

Project reporting with time

I don't see those options. We are right now just running TSheets. It appears the reporting is very basic.

AlexV
QuickBooks Team

Project reporting with time

Hi JKern313!
You can run a project-based report in QuickBooks Time. Let me show you how.

  1. Go to the Reports menu, then Project Report.
  2. Select your filters.
  3. Tap Run Report.


I also included some articles for your reference in running reports in QuickBooks Time and how to use the project feature:


If you have any other concerns regarding reports in QuickBooks Time, add them to your reply and I'll see what I can do for you. 

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