Question

Time entry without a customer

Forum|Forum|5 years ago
January 27, 2021
1 reply
13 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!

C

CherylL12

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?

Z

ZackE_

QuickBooks Team

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!

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