If I change a timesheet to include time worked for a customer after I run payroll, is the cost on P&L by Customer Report? Or can I only include time before payroll runs?
Re: If I change a timesheet to include time worked for a customer after I run payroll, is the cos...
Hello there, @brinsters!
You'll have to create an invoice for your customer's billable time charge. I'm here to share a few insights and help you from there.
To start with, your Profit and Loss by Customer report only recognizes your customer's billable cost after it has been added to an invoice.
Thus said, your customer's billable cost doesn't depend on when will you run your payroll. Instead, you'll have to create an invoice for your customer's billable cost.
Let me show you how:
- Go to Sales.
- Select Customers.
- Find and click to open your customer's profile.
- Locate your time charge transaction.
- Under ACTION, click Create invoice.
In addition, here's a screenshot for your visual reference.
As always, you can visit our Help Articles page for QuickBooks Online if in case you need to learn some easy steps for any of your future tasks.
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.
I don't want to bill the customer - I'm doing job costing. Maybe I should have asked if there is a way to see the cost of the work assigned to the Customer:Job? Thank you!
Re: I don't want to bill the customer - I'm doing job costing. Maybe I should have asked if there...
Thanks for your reply, @brinsters.
Yes, there’s a way to see the cost for the work assigned to the job. You’ll have to add the project’s name when creating an expense or a bill.
Let me walk you through the steps:
- In your company, click on the Plus icon and pick Expenses.
- Select the payee by clicking the drop-down.
- Type in the date, then choose the Payment Method from the drop-down.
- In the Item details section, enter the Product/Service and fill in the remaining fields.
- Make sure to enter the customer by clicking on the Customer/Project drop-down.
- Click Save or Save and new.
These steps can help track the amount to the customer job.
For additional information about recording income, cost, and project expenses see the following articles:
Please let me know if you have any other concerns or questions about QuickBooks topic. I’ll jump right back in to help. Have a good one.
Our job costing needs to include payroll expense. I don't always know what jobs have been worked until after payday. Is there a way to charge time against jobs after payroll has run without manually calculating amounts and entering through the Vendor Expense screen? Thank you.
Re: Our job costing needs to include payroll expense. I don't always know what jobs have been wor...
Allow me to join this thread and share my thoughts about your question regarding payroll expenses.
To record payroll expenses while also using the payroll service in QuickBooks Online (QBO) will be a duplicate, which will throw off your bank balance.
You can either proceed with using the payroll service and record job costing by following the steps provided by @Rasa-LilaM above. Or don't run the payroll service and manually record job costings including payroll expenses.
If ever you need to manually record your payroll transactions, take some time and view the link I provided. It's an article with the steps on how you can enter your payroll transactions manually in QBO.
If you need further help, let me know in the comments below. I'll get you back as soon as I can.