Time entry without a customer

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:

1. Go to Customer, then select Add Customer.
2. Enter a name for the job.
3. Select Save or hit enter on your keyboard to quickly add the next job.
4. 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!

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.

Hey there, @Boston Architects.

Thanks for following the thread and sharing your concerns. 

Some of our customers have found it best to add the Admin, Bookkeeper,  Etc. as customers. I recommend doing that as a work around for now. 

However,  if you don't wish to add them as customers, we can always submit feedback to our Product Development Team. Our Product Development Team reviews each new request and considers them for future updates. I've included some steps to submit feedback below.

1. In QuickBooks Time, click on Settings or More > Settings.
2. Tap Help & Support > Suggest an idea.
3. Enter your feedback, and select SEND.

Please let me know in the comments if you have any questions or concerns. Take care have a great day!

If I create a workaround for non-customer time by creating generic fields as you suggest, that throws off my income report.  While I can go in and customize that report by selecting only the real customer accounts, that list changes on a regular basis so it doesn't feel like a realistic solution.  Am I missing something?

Thanks for joining the Community, CherylL.

If there's no customers assigned to employees, you can track their time without a customer attached to your records. In the event there's any amount of customers assigned to an employee, they'll need to choose one when clocking in.

Your Customers & sub-customers option in QuickBooks Online Integration Preferences refers to whether you're syncing new customers to your books or not. If you have it unchecked, new customers you create won't be synced into QuickBooks Time.

You'll also be able to find many detailed resources about using QuickBooks Time in our help article archives.

I'll be here to help if there's any additional questions. Have a wonderful day!

This was the first place I looked. However, the option is greyed out and I am not able to uncheck it even though I am an admin in tsheets. Please help!

Good morning, @athrift. 

Thanks for following the thread and sharing your concerns. 

In order to have the customer's option unchecked, you'll need to contact our QuickBooks Time Support Team. Our agents are the only ones that have the ability to do so, as they have the right tools to uncheck this option for you securely. You can use the link I've included below to connect with an agent. 

• QuickBooks Time Support

Please let me know if you have any questions or concerns. Take care!

Hello,

I see this question is from 2021. Has this been fixed?

Is there a different way to track time without adding "customers"?

Please advise soon.

Thank you,

Samantha

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:

1. In QB Time, tap the Question mark icon in the upper right and choose the Suggest Idea menu.
2. This will open a window that lets you enter your thoughts and feedback.
3. Go to the Idea section and input your product suggestions.
4. 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:

• Create and manage jobs or customers in QuickBooks Time
• Add QuickBooks Time Team Members, Customers, and Projects into your new QuickBooks Online account

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? 

The QB time tracking is a nightmare. The app rarely works. The customer thing is a pain that should have been fixed ages ago.  WTF QB?  

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:

1. Click the Customer menu on the lower left side of the screen.
2. 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:

• Track time for your group or crew in QuickBooks Time.
• Clock in, switch jobs or customers and clock out on QuickBooks Time Web.

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.

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:

1. In your QuickBooks, click More from the lower right corner of your screen.
2. 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.

I need to get someone to uncheck this billable customer and billable service requirement within QB Time so that when employees clock in - it does not force them to bill a customer or a service. The help menu told me you guys would have to uncheck those requirements. I need this done asap so that my Team can clock in and out in QB now that I have upgraded and am paying to have them clocking in and out through the QB software.

Hi there, TURN OFF DEFAULT HOURS.

QuickBooks Time allows your employee clock in and out without choosing a customer. For the detailed steps, please see the instructions below:

Here's how:

1. Click Customers on the left side list.
2. Under the Manage Customers menu, click the Gear icon.
   
3. Uncheck the Assigned to all.
   

I've also included these references for a compilation of articles you can use in tracking your time entries in QuickBooks:

• Track time for your group or crew in QuickBooks Time
• Clock in, switch jobs or customers and clock out on QuickBooks Time Web

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.