Question

Time entry without a customer

Forum|Forum|5 years ago
January 27, 2021
1 reply
8 views

I can enter an employees time without assigning a customer. We do this with things like training or office meetings.

My employees cannot enter time without picking a customer. Anyone know why this is and if there is a setting somewhere that this can be change to allow them to do this?

QuickBooks Time

Jessica_young

Level 4

Great question, @PJP-BBE.

Creating customers is a fantastic way to be able to see how your employees are spending their time on the clock. However, if you don't need this information, we can always create a generic "customer" for them to choose from. I would suggest creating a customer and naming it something like "office meeting" or "training" for your employees to choose. This way, you can still see the time spent in these areas! Here's how:

Go to Customer, then select Add Customer.
Enter a name for the job.
Select Save or hit enter on your keyboard to quickly add the next job.
Select Cancel or the X in the Add Job panel to stop adding jobs.

For more information on this process, check out this article: Create and manage jobs or customers in TSheets.

Please reach out if you have more questions on creating customers, or anything else within TSheets, I'm happy to assist!

B

Boston Architects

Hi @Jessica_young

I also have many customers that my team and I select when we enter time, so we track our projects propertly. However, there are plenty of times when we spend time unrelated to customers, such as admin, bookeeping, markering, etc. When I use the weekly timesheet (manual) and just put in the hours in the spreadsheet format, I'm able to choose a service item and billable/not billable, and it does NOT force me to choose a customer. This makes sense because there's no customer for that task. I can also do this using the "Add Time" button from the manual time sheet. However, when we use the "time clock" feature, whether on the desktop or the mobile app, it forces us to select a customer. Can you clarify why this double standard? We want to be able to clock in using my app but not be forced to select a customer.

Thanks.

R

RachelAK

Thanks for reaching out to the Community, @samisbelle.

Currently, the option to track time without adding a customer is unavailable. The only is to add a generic customer when tracking time.

We put a value on our customers’ voice when enhancing QuickBooks Time (QB Time) features or adding one. This will help our engineers determine what will work best for our users to make sure they have the best online experience. I recommend letting them know that streamlining the process of tracking time without customers.

Here’s how:

In QB Time, tap the Question mark icon in the upper right and choose the Suggest Idea menu.
This will open a window that lets you enter your thoughts and feedback.
Go to the Idea section and input your product suggestions.
Click Send Idea to submit.

Here's an article that walks you through your options: Submit feedback to QuickBooks Time.

I've added these reference that will guide you on how manage customers and team members in QuickBooks Time:

Let us know if you have other concerns by commenting below. We're always right here whenever you have additional questions. Take good care!

Has this been fixed yet? Many contractors / business have positions that don't apply their time to jobs. Example- Office Admin- time is not applied to jobs, shop time, etc.

Is there a way where I can still use Time Tracking with out selecting a job?

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