Job Codes vs Projects

BWichert · ‎June 01, 2020

I have been testing out TSheets for potential migration from our current solution. My issue is related to a TSheets concept and how it will react inside of QuickBooks Enterprise. We currently use Job Codes, which are tasks like Order Processing, Purchasing, Reporting, or Internal Training. The codes are then connected to the work done on a customer. It looks like TSheets uses project codes that are preassigned to the company. How does that work when you want to run a report of how many hours total was spent on a job code across all the customers? Can code X be tracked and collected across multiple companies?

sberti · ‎June 01, 2020

Hello @BWichert, thank you for reaching out to us here at The Community, my name is Sherissa and I am more than happy to assist you today.

The way TSheets and QuickBooks Integrate - in regards to the Customers/Jobs/Projects/Tasks - is that the information is pulled from QuickBooks over into TSheets. If there are Sub Customers/Jobs/Projects/Tasks under the top tier those will also come over for your employees to choose to track time against, that way you can get really granular reporting.

You can also bring over Services Items & Class Items for your Users to Track Time against as well for added Reporting purposes.

You can see how that is done on either of these help docs, choose which version of QuickBooks you are using and Click the Link to see the Step by step Guides AND Videos:

QuickBooks Desktop: https://quickbooks.intuit.com/learn-support/en-us/sync-applications/tsheets-integration-with-quickbo...
QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-us/manage-integrations/integrate-tsheets-and-quickboo...

I hope this helps if you need anything else please doesn't hesitate to reach back out to us here at The Community!

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BWichert · ‎June 01, 2020

That makes more sense to have QB drive the projects vs building them in TSheets. Thank you

sberti · ‎June 01, 2020

@BWichert, You're very welcome! If you need anything else please let us know :) Happy Monday!

Teri · ‎June 05, 2020

Agree makes more sense to create Jobs in QB than in TSheets but from what you described, those costs are indirect costs that you likely want to allocate to all jobs vs. charging direct to each job as original entry costs. Jobs are usually a subset under a customer so that you can track profitability for each job separately, but you may be doing something very unusual that I have never heard of, so just wanted to share common method.