Question

Time entry without a customer

Forum|Forum|5 years ago
January 27, 2021
1 reply
14 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.

J

JuliaMikkaelaQ

Level 2

Is there a workaround/update on this issue yet? Any suggestions.

Thank you.

Hi there, 1esantos.

I'll provide a workaround on how your employee tracks time without adding a customer in QuickBooks Time.

To avoid the need for your employees to pick a customer when clocking in and out, you can unassign a parent or child customer that your team members can clock in or out of. Here are the simple steps to do this:

Click the Customer menu on the lower left side of the screen.
Under Manage Customers, click the Gear icon, then unselect Assigned to All. You can also choose a specific customer to unassign your employees with.

In addition, I've compiled a list of articles that can help you in tracking your time entries in QuickBooks:

If you have any additional inquiries regarding the time entries or any of your QuickBooks products, please do not hesitate to let me know. I would be delighted to offer my assistance.

Sign up

Login with SSO

Let's get you signed in

Login with SSO

Scanning file for viruses.

This file cannot be downloaded