a report to show all work done that has not been marked as billable

1106113077 · ‎July 22, 2019

Hi all, I've done searches on this and can't seem to find a solution. I use a program called TSheets and at the end of the week, I download my work into QuickBooks. After that, I open up QuickBooks and under Customers, I open up Enter Time / Use Weekly Timesheet, select the last week of work and then go through each line item and check it off.

The following week, I do the same but I have gone back a few weeks just to double check to make sure I haven’t missed anything and sure enough, I always run into one or two that I haven’t checked off.

My question, is there a way to run a report to show all work done that has not been marked as billable?

JamesM · ‎July 22, 2019

Hi there,

Good job on taking advantage of the integration between TSheets and QuickBooks. TSheets is one of the apps that's highly recommended by our ProAdvisors and I'm glad you've reached out for help about it. I'd be glad to assist you.

I took a look at our reports list and the closest report which matches what you've described is the Recent/Edited Time Activities Report. You can find this report by clicking Reports from your left navigation menu and entering the name of the report in the search field. Once you've opened the report, click Customize at the top right and click Filter. You should be able to uncheck the Billable button so you only see unbillable time activities. I've attached a screenshot below which you can use as a reference.

Let me know if you have questions. I'll be here in case you need further assistance. :)

View solution in original post

JonpriL · ‎July 24, 2019

Thank you for your response, @1106113077!

You can pull up and customize any of your time reports so it'll show your unbilled time charges. I'm here to help you accomplish this.

To do so:

Go to Reports.
Select Job, Time & Mileage.
Choose Time by Name or Time by Item.
Click Customize Report.
Select Filters.
Choose Billing Status.
Hit Unbilled.
Click OK.

In addition, here's an article you can read to learn more about customizing your report: Customize Reports in QuickBooks Desktop.

Lastly, you can also save this customized report by clicking the Memorize button. This way you can easily pull up this report for future use.

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

View solution in original post

JamesM · ‎July 22, 2019

Hi there,

Good job on taking advantage of the integration between TSheets and QuickBooks. TSheets is one of the apps that's highly recommended by our ProAdvisors and I'm glad you've reached out for help about it. I'd be glad to assist you.

I took a look at our reports list and the closest report which matches what you've described is the Recent/Edited Time Activities Report. You can find this report by clicking Reports from your left navigation menu and entering the name of the report in the search field. Once you've opened the report, click Customize at the top right and click Filter. You should be able to uncheck the Billable button so you only see unbillable time activities. I've attached a screenshot below which you can use as a reference.

Let me know if you have questions. I'll be here in case you need further assistance. :)

1106113077 · ‎July 23, 2019

Hi James, thanks for this though, I don't seem to be able to see that report in my 2019 Desktop Pro version. My menu is across the top and I just went through every one of the reports looking for something that referenced recent/edited time activities and found nothing.

Can you point me in the right direction here?

JonpriL · ‎July 24, 2019

Thank you for your response, @1106113077!

You can pull up and customize any of your time reports so it'll show your unbilled time charges. I'm here to help you accomplish this.

To do so:

Go to Reports.
Select Job, Time & Mileage.
Choose Time by Name or Time by Item.
Click Customize Report.
Select Filters.
Choose Billing Status.
Hit Unbilled.
Click OK.

In addition, here's an article you can read to learn more about customizing your report: Customize Reports in QuickBooks Desktop.

Lastly, you can also save this customized report by clicking the Memorize button. This way you can easily pull up this report for future use.

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

1106113077 · ‎July 24, 2019

Between both of your answers, I was able to find the exact solution I was looking for.

Reports

Jobs, Time and Mileage

Time by name

Customize Report

This Fiscal Year

Billing Status - Not Billable

Customer: Job - All customers/jobs

Open up each entry and check Billable

Thanks all

Topics

Training

Community

Resources

a report to show all work done that has not been marked as billable