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.

K

KayePe

QuickBooks Team

I unselected the assigned to all and it’s still making employees choose a customer when clocking in on the app. How can I get them to where all they need to do is hit clock in and be on the clock??

Hello @MPS12. Please note that your employees can track their work hours without assigning a specific customer once you already unassigned a customer to all of your employees using a web browser.

After making changes to a customer's settings, your employees will be able to clock in without having to select a customer. However, if your employees aren't still able to clock in, I suggest opting for the synced data option within your QuickBooks Time app settings. Enabling this feature allows your mobile app to recognize any alterations you've made in the web browser.

I'll show you how:

In your QuickBooks, click More from the lower right corner of your screen.
Select Synced Data to ensure that any edited settings are synchronized.

On the other hand, note that you can also have a clock-in without selecting any customers using the web.

Additionally, QuickBooks Time allows you to manage your team's work hours and productivity efficiently. You can track the time for individual employees or groups using the app.

If you find yourself having more questions about managing your employee's time in QuickBooks Time, drop your insights below. I'll assist you once again. Have a good one.

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