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B
bf49er
March 5, 2020
Solved

service items

  • March 5, 2020
  • 1 reply
  • 3 views

In tsheets (or QB in possible) I want to set each service item as billable or non_billable so the employee doesn't have to do that manually. Is that possible?

Best answer by Ami_D

Welcome back @bf49er! Unfortunately at this time there is not a way to create a dependency in this way. You can set the default billable state per customer, but not by service item. If that would be a helpful workaround or would work for your employees, I'm more than happy to walk you through how to set that up. :) Let me know!

1 reply

Ami_D
Ami_DAnswer
Level 1
March 5, 2020

Welcome back @bf49er! Unfortunately at this time there is not a way to create a dependency in this way. You can set the default billable state per customer, but not by service item. If that would be a helpful workaround or would work for your employees, I'm more than happy to walk you through how to set that up. :) Let me know!

M
morgan_gsqr
January 22, 2021

Hello!  Can you walk me through how to set up the default billable state per customer? 

 

@Ami_D wrote:

Welcome back @bf49er! Unfortunately at this time there is not a way to create a dependency in this way. You can set the default billable state per customer, but not by service item. If that would be a helpful workaround or would work for your employees, I'm more than happy to walk you through how to set that up. :) Let me know!

 

JasroV
JasroV
Level 8
January 22, 2021

I’d be glad to walk you through the steps, @morgan_gsqr.

 

You’ll want to set up all-time entries as billable. This way, it’ll automatically mark the transactions as billable. Let me show you how:

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Choose Time & Expenses on the left-side panel.
  4. Click the Company Preferences tab.
  5. Put a check-mark on the Mark all time entries as billable and Mark all expenses as billable box. 
  6. Then click OK once done.

 

Let me also share this article that you can use for reference in case you need to edit your items and your employee’s hours:

 

 

Keep me in the loop if you have other concerns or questions managing your billable in QuickBooks. I’ll be around to assist you. Have a great day ahead.
 

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