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wheelsdj
Level 1

Requiring Service Items and Billable to be required

Seems like I'm not the only one having fun with the updated QBO/QBT integration.  Before the integration was updated a couple of weeks ago, I had QBT configured to require a user to select Service Item and Billable values when entering their time.  These fields are no longer required after the integration.  When I go into QBT preferences to make these required, the values are grayed out with a note that this must be done in QBO.  However, I've not been able to find an option in QBO to do this.  I spoke to QBT support who said I had to speak to QBO support and this person had no clue what I was talking about.

 

Can anyone help me with this?

 

Solved
Best answer May 18, 2021

Best Answers
Tori B
QuickBooks Team

Requiring Service Items and Billable to be required

Hey there, @wheelsdj

 

Thank you for following up with us and letting us know that the steps above aren't working for you. 

 

Let's try turning off the Service Items and Billable settings, then turn them back on again. This way, we can get them reset so the changes can take effect. 

 

Here's how:

 

  1. From QuickBooks Time, go to the QuickBooks Online dropdown. 
  2. Choose Preferences
  3. Uncheck, then recheck Service Items and ensure that Require Billable on timesheets is also selected. 

Now let's see if this is working for you as it should. 

 

I would like to add that I see in your original post that these were grayed out before. If they're still grayed out and you're unable to click on them, could you please provide a screenshot of the preference window, so that I am able to take a look? 

 

Please let me know how it goes in the comments below. I want to ensure we get you back in business. Until then, take care and have a wonderful day! 

View solution in original post

5 Comments 5
K_Siman
Moderator

Requiring Service Items and Billable to be required

Good morning, @wheelsdj! Thanks for coming to the Community with your question. I'm happy to help you get those fields back. I'm going to direct you to a setting in QuickBooks Online. 

  1. First, sign in to QuickBooks Online as the Admin of the account.
  2.  Click on the Gear icon.
  3. Select Account & Settings.
  4. Click Advanced then select Time tracking.
  5. Click the pencil icon to edit. Here, make sure:
  • Add Service field to timesheets is enabled
  • Make Single-Time Activity Billable to Customer is enabled

Then click Save.

 

After that, go into your QuickBooks Time account and run an import from the QuickBooks menu in the upper right-hand corner. 

 

Please let me know if this fixes the issue. I look forward to hearing from you!

wheelsdj
Level 1

Requiring Service Items and Billable to be required

Thanks for the quick follow-up.  However, I tried your suggestions and it appears to have no effect.  I'm still able to save time without selecting a Service Item or marking the hours as billable

Tori B
QuickBooks Team

Requiring Service Items and Billable to be required

Hey there, @wheelsdj

 

Thank you for following up with us and letting us know that the steps above aren't working for you. 

 

Let's try turning off the Service Items and Billable settings, then turn them back on again. This way, we can get them reset so the changes can take effect. 

 

Here's how:

 

  1. From QuickBooks Time, go to the QuickBooks Online dropdown. 
  2. Choose Preferences
  3. Uncheck, then recheck Service Items and ensure that Require Billable on timesheets is also selected. 

Now let's see if this is working for you as it should. 

 

I would like to add that I see in your original post that these were grayed out before. If they're still grayed out and you're unable to click on them, could you please provide a screenshot of the preference window, so that I am able to take a look? 

 

Please let me know how it goes in the comments below. I want to ensure we get you back in business. Until then, take care and have a wonderful day! 

Olivier555
Level 1

Requiring Service Items and Billable to be required

I'm trying to customize the service items (activate and deactivate some service item per employee) in QBT but it keeps referring me to QBO. An there is not field to active or to deactivate per employee or event for all employee for that mater in QBO. can you direct me?

Archie_B
QuickBooks Team

Requiring Service Items and Billable to be required

Thank you for joining this thread and sharing some details about your concern, Olivier555.

 

I'd like to share what I know about service items assigned to your employees in QuickBooks Time.

 

The QuickBooks Online integration offers an automatic import of any new or edited information in QuickBooks Online to QuickBooks Time. That being said, the information you entered in QuickBooks Online automatically sync to QuickBooks Time.

 

To activate/deactivate the service item per employee, you'll need to go their weekly timesheet in QuickBooks Online and manually add or remove the details.

 

Here's how:

 

  1. Click on +New.
  2. Choose Weekly timesheet.
  3. Select the employee's name. Also, take note of the week/period you selected.
  4. Under Details section, remove the customer name and service items to deactivate it or add the customer name and service item to activate it.
  5. Click on Save or Save and close.

 

Once you've made the changes, QuickBooks automatically imports the changes for the service items to QuickBooks Time. I've added this link that you can use as a reference: Enter a weekly timesheet in QuickBooks Online.

 

You can check out this article to learn more about the integration: About QuickBooks integration preferences in QuickBooks Time.

 

Let me know how it goes by tagging my name on your next response. I'll be around if you need help. Have a great week!

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