cancel
Showing results for 
Search instead for 
Did you mean: 
Lilisau07
Level 2

Is it possible to set up different job types under employees to be able to allocate their time based on the job performed and also for worker comp purposes?

 
3 Comments 3
ChristieAnn
QuickBooks Team

Is it possible to set up different job types under employees to be able to allocate their time based on the job performed and also for worker comp purposes?

Welcome back to the QuickBooks Community, Lilisau07. Yes, it's possible to set up various job types under employees to allocate their time based on the job performed. Let me provide steps to ensure you can accomplish the steps on how to perform the process. 

 

To start with, you'll have to turn on the project option and create a different project that represents a job. Then, use them when creating a Timesheet to track an employee's time and the total number of hours they've worked.

 

Here's how to turn on the project feature:

 

  1. Go to the Gear icon ⚙ and select Company Settings.
  2. Choose the Advanced tab.
  3. Find the Projects section and select Edit to expand it.
  4. Turn on the Use project financial tracking toggle.
  5. Click Save and Done.

 

Once done, you can now start creating various projects/jobs. Please follow the steps below.

 

  1. Click the Business overview tab and select Projects.
  2. Choose New Project.
  3. From the Project Name field, enter the project/job name.
  4. Select the project customer from the Customer dropdown.
  5. Add any notes or details about the project in Notes.
  6. Click Save.

 

After that, start making a weekly timesheet in QuickBooks Online to allocate a project to each employee. Follow these steps:

 

  1. Select the + New button.
  2. Choose Weekly Timesheet.
  3. Select the employee from the dropdown list who has timesheets you are adding to the project.
  4. Click the date range dropdown arrow and choose the correct week for the timesheets you are adding to the project.
  5. Go to the Details section and choose a specific project on the drop-down arrow and the particular service worked.
  6. You can also choose the Billable checkbox and enter the rate if you want to bill the activity to the customer.
  7. Fill in the other necessary field. Then, click Save.

 

You can open this article to view further details on how Timesheets with project works in our program: Set up and create projects in QuickBooks Online.

 

Lastly, you may refer to this article to see extra details on what you can do with the Projects feature and how it can benefit your business: Projects FAQ.

 

Let me know in your reply if you have any other concerns about managing your project/job under employees. I'll be around to help you out. Keep safe!

Lilisau07
Level 2

Is it possible to set up different job types under employees to be able to allocate their time based on the job performed and also for worker comp purposes?

Thank you for the quick response. Once I use the online quick-books time-sheet, will this transfer over when it comes time to process payroll using the quick-books payroll intuit?

MarsStephanieL
QuickBooks Team

Is it possible to set up different job types under employees to be able to allocate their time based on the job performed and also for worker comp purposes?

Thank you for getting back to the Community, @Lilisau07. Yes, it will copy over so that you can go right to running payroll in QuickBooks Online (QBO).

 

You can change the Payroll settings first so that it will get the hours from the Timesheet. I'll show you how to do that:

 

  1. Go to the Settings and select Payroll Settings.
  2. Click Time Sheets in the Employees section.
  3. Select Copy hours from the employee time sheet.
  4. Click OK.

 

Once done, you can run payroll of your employees. Check out this article to know more about the steps: Process or run payroll.

 

I'll be around if you have other questions or concerns about time tracking in QBO. Let me know in the comment section. Take care!

Need to get in touch?

Contact us