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Experienced Member

Considering using Projects but would need to restrict time entry to the Project instead the Customer level. Anyone know if this is possible?

 
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Best answer 05-22-2019

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QuickBooks Team

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Hello there, burke-autrey.

 

Thanks for coming back. Allow me to step in and provide clarifications about your concern with the Project feature in QuickBooks Online (QBO).

 

When you create a Project in QBO, it requires you to select a Customer from which the project is for. Thus, the billable time assigned to a Project will also be assigned to the corresponding customer set up under it. 

 

The option to assign time entry directly to a project without assigning to a customer is unavailable. 

 

It's our aim to continue to develop new features that matches your business preference. For now, I recommend you regularly check our QuickBooks Blog for the latest feature available in QuickBooks Online (QBO): https://quickbooks.intuit.com/blog/.​

 

Let me know if you have further questions on how Project works in QBO and I'd be glad to answer them for you.

7 Comments
QuickBooks Team

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Hello burke-autrey,

 

The Project feature in QuickBooks Online lets you organize all pieces of jobs, including timesheets. Thus, restricting a user for time entry is unavailable.

 

You can read all of the Projects FAQs in this article: https://quickbooks.intuit.com/community/Help-Articles/Projects-FAQs/td-p/186002.

 

For more information about projects, please check out this helpful article: Set up and use the Projects feature.

 

Feel free to comment anytime if you have more questions. We're always here to help.

Experienced Member

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Thanks, Shiella.  Can you explain what you mean by "organize all pieces of jobs, including timesheets"?  Here's an example, 

  • Create a new customer ABC Widgets
  • Create a new project Web Design under the ABC Widgets customer.
  • Ask employees to enter their time and expenses under the project.  
  • However, when employees go to enter their time they can choose to enter their time under ABC Widgets OR the Web Design project under that customer.  

This defeats the purpose of setting up the project if the time, and hence the invoices, will be tracked under the Customer instead of the Project.  It would be nice if there we a way to prevent or warn the time entry user not to enter time at the Customer level when a project would be more appropriate.

 

Make

Moderator

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Thanks for getting back to us today, @burke-autrey,

 

Allow me to join the conversation and share some information about the projects feature in QuickBooks Online.

 

The Projects feature in QuickBooks helps you organize all working components of the project, including transactions, time and reports. This way it's easier to track if you’re making or losing money for each individual jobs associated to the task. 

 

At the moment, were unable to assign your time data to your projects. The system assigns your billable time directly to the customers assigned for them. I understand how handy this feature can help your organization. While the preference you're looking for is currently not an option in QuickBooks, rest assured that I'm making it my top priority that your suggestion reaches our developers.

 

I've added some resources to guide you with QBO projects. Check them out:

 

Introducing QuickBooks Projects: An Easy Way to Track Your Projects

Organize your finances by project

 

That should get you on the right track. Please feel free to let me know if you have any other questions besides handling projects in QBO. I'll be glad to answer them for you. Have a wonderful day!

Experienced Member

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Jen - can you please clarify "At the moment, were unable to assign your time data to your projects."?  I'm pretty sure that time is assigned to whatever Customer or Customer:Project the user picks.

 

Also, can you please clarify "the system assigns your billable time directly to the customers assigned for them" as I"m not aware of any way to assign a customer to someone. 

 

Allowing a time-keeping user to enter time at the Customer level, instead of forcing them to the project level, seems counterintuitive when trying to move all time and expense to Projects.  No?

Experienced Member

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

I seem unable to post replies to this topic.  What's going on?

QuickBooks Team

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Hello there, burke-autrey.

 

Thanks for coming back. Allow me to step in and provide clarifications about your concern with the Project feature in QuickBooks Online (QBO).

 

When you create a Project in QBO, it requires you to select a Customer from which the project is for. Thus, the billable time assigned to a Project will also be assigned to the corresponding customer set up under it. 

 

The option to assign time entry directly to a project without assigning to a customer is unavailable. 

 

It's our aim to continue to develop new features that matches your business preference. For now, I recommend you regularly check our QuickBooks Blog for the latest feature available in QuickBooks Online (QBO): https://quickbooks.intuit.com/blog/.​

 

Let me know if you have further questions on how Project works in QBO and I'd be glad to answer them for you.

Experienced Member

Re: Considering using Projects but would need to restrict time entry to the Project instead the C...

Great answer!  Thank you for that clarification.