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March 5, 2020
Solved

service items

  • March 5, 2020
  • 1 reply
  • 9 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!

October 7, 2020

We track our employee using service items and right now I am having a problem with a service items NOT appearing on an employees manual time entry section. What should I do to fix this.

Jessica_young
Level 4
April 2, 2021

I have quickbooks online so I don't think this response applies to me.  How can I make service item selection available for employee input on their timesheets? I have already mapped the service items.


Good morning, @Pede11, and happy Friday! 

 

I'm more than happy to show you how we can make service items available for selection for your employees.

  1. At the top right of QuickBooks Time, select the QuickBooks icon.
  2. Click Preferences.
  3. Under "Employee Timesheets should show", check the box that says Service Items. ​​​​​​​

If this is already enabled, you'll want to make sure that you have service items assigned to your employees. Here's how to Install:

  1. Go to Feature Add-ons, then select Manage Add-ons.
  2. Under Get More, find Custom Fields and select Install.

Once this is installed, you can assign service items as needed. 

 

Then to assign and restrict fields to jobs/customers:

  1. Go to Feature Add-ons, then select Custom Fields.
  2. Navigate to service items and select it.
  3. Clear Show for all Jobs and do one of the following:
    1. In the Edit field window, select None selected.
    2. Check desired jobs or customers from the Jobs list.
    3. Select Save and the service item field selection will only show up for the selected jobs or customers.

You can always read more on this by checking out this article: Set up and manage custom fields in QuickBooks Time.

 

Please let me know if you have any other questions on this, I love to help! Have a great weekend.