Steps To Enter Billable Time By Job In QuickBooks Online(Plus & Essential)

As you know that there is a billable expense feature in Quickbooks Online Plus and Essentials, you can keep track of billable time by a job. With the help of this feature you also can Set up jobs as sub-customers to keep all your billable expenses organized.

Steps To Enter Billable Time By Job In QuickBooks Online

1. Add a Sub-Customer

  • From the left menu, Go to Sales or Invoicing.
  • Then from the top of the page Click on the Customers.
  • Now Choose New customer.
  • After that, you have to Enter all the appropriate information for that sub-customer which one you want to add.
  • Click on the Is sub-customer checkbox.
  • Now select the parent customer from the Enter parent customer drop-down.
  • Then Choose Bill with Parent.
  • Select Save.

When you finish the set up for Customers page, it would look something like this:

  • Jane Doe
    • Jane Doe: Brochures
    • Jane Doe: Letterhead

After applying this to set up your job/project as a sub-customer, now you must have to turn on some settings.

2. Turn On Billable Time

  • Go to the Gear icon at the top of the page and select Account and Settings
  • From the left, click on the Advanced option.
  • Now click on the Edit Icon In the Time tracking section.
  • Double-check and be sure that the Make Single-Time Activity Billable to Customer box is checked.
  • (Optional) Choose Show billing rate to users entering time. You have to pay your employee and subcontractors if you bill customers a different hourly rate and you may want to leave this blank.
  • Select Save.

3. Enter or Record Time as Billable

You will able to enter billable time through the Single Activity Time Sheet and the Weekly Time Sheet. You just need to go through the given steps:

  • Choose the Plus icon (+) at the top, then Select Single or Weekly Time Sheet.
  • And then Enter the information. Now You can mark it billable to the customer and also track your time.

Add billable time to invoice

Once you have entered time, marked them as Billable, and entered the customer’s (that is, sub-customers) name, you will see all billable time ready to be included when you create invoices.

I hope this will help you to enter billable time by a job in QuickBooks Online Plus or Essentials. If you want more discussion on this topic, you can contact our toll-free QuickBooks help number +1-855-441-4417 and talk to a Certified ProAdvisor today.

How To Turn On & Setup Time Tracking

With QuickBooks Online Essentials, QuickBooks Online Plus, and QuickBooks Online Advanced, you can track and bill customers on your time. Use the Time tracking feature to assign a particular activity to a project or customer and select whether to bill your customers for the activity.

Time Details

Based on the rates you specify and whether or not the time billable, time detail will automatically appear on customer invoices. The number of detail will automatically appear on customer invoices. The number of details on the invoice is up to you.

You can include:

  • Employee’s name
  • Hourly rate charged
  • Number of hours billed

You can customize the invoice to show the following:

  • Text from the description field on the timesheet
  • The name of the standard service you are using
  • The Custom text that you specify for time tracking charges

How to Turn On Time Tracking

Following some steps:

  • Click on the Gear icon on the Toolbar.
  • Under your company, select  Account and settings (or Company settings).
  • Choose the Time tracking section.
  • Set your time tracking preferences.
  • Click on the Save, then Done.

How to Add a Time Tracking User

Following some steps:

  • Click on the Gear Icon on the Toolbar.
  • Under your company, select manage Users.
  • Select Add user.
  • Choose Time tracking only.
  • Click on the Next.
  • Select which employee or vendor you want to add as a Time Tracking Only user and enter their contact information.
  • Save.

Steps to Entering a Single Time Activity

quickbooks online billable time

Initiate the Time Activity window, go to the Create plus (+) sign list at the head of the QBO. follow these steps:

  • Go to the Create plus (+) icon to begin the Create menu.
  • Under the Employees column, choose Single Time Activity. It will display the Time Activity window.
  • Choose the employee or vendor who conducted the work from the Name list.
  • Insert the date, when work was finished.
  • Choose the customer for whom the work was done, from the Customer list
  • choose the service that was performed, from the Service list, 
  • Put a check in the billable box that will change to the Bill at the box, and supplies at an hourly rate.
  • Put a check in the Taxable box, if the work performed is subject to tax.
  • Insert the amount of time spent on this activity in the Time box. By checking the Enter Start and End Times boxes, you can enter the start and end time, including any break time, QBO determines the time spent and show it below the information/description box.
  • On an invoice, by default, Insert the description of the work that appears. You can modify the items after adding the time entry to the invoice.
  • Go to the Save and click on it to save the entry or select Save and New if you want to enter additional or new time activity.

Steps to Record Time Using a Timesheet 

Steps to Record Time Using a Timesheet

If you want to insert times in a grid form that represents the days and dates of a week, then the weekly timesheet is for the best option for you. Follow these steps to enter the time using a timesheet.

  • Go to the Create plus (+) icon to begin the Create menu.
  • Select the Weekly Timesheet under the Employees column.
  • Choose the name of the person whose time you are recording.
  • Choose the week that you require to record time.
  • Choose a customer name, a service item in the details part, and if relevant, supply a classification.
  • To give back time to a customer, choose the billable checkbox, and provide the rate at which time to charge.
  • Enter the accurate time worked on the appropriate day.
  • Choose Save and later click on New, or choose the arrow alongside Save and New and choose Save and Close.

How To Add a Billable Expense to an Invoice

You can add billable time entries to an invoice in some ways. For example, if you see a customer’s page, QBO shows a list of unusual transactions. In the billable time entry action column, QBO shows a start invoice button that you can click on to initiate an invoice to the customer and add billable expenses to your invoice. If you want to see the customer’s page, Choose the Customer in the Navigation bar, and later select the customer’s name. 

But you do not need to go watching/tracking for bill time entries. QBO inspires you to add customers you create to customers for whom billable time entries exist. Start an invoice- Go to the Create menu, later choose the plus sign, and select Invoice) and choose a customer. If the customer has bill time entries, they will show you in the right-hand pane of the screen.

Choose the Add button in every billable time entry which you need to add to the invoice.  Or if you want to add all entries, choose the Add All button at the top of the right-hand pane. QBO fills the information, service, description, quantity, rate, and the total amount of each billable time entry on a line on the invoice. You can also update/edit any information on the line as required. Fill in the rest of the invoice as you can add any other invoice, adding other lines that may not be related to time entries.

Hope, you will find this article helpful and now you are able to enter billable time by job in QuickBooks Online. But if you still have any query or issue, then feel free to contact our Intuit certified ProAdvisor by dialling our toll-free +1-855-441-4417 and get instant solution.

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