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August 3, 2023
Question

How do I/we update billing rates in a weekly timesheet after importing from Quickbooks time (formerly Tsheets)?

  • August 3, 2023
  • 1 reply
  • 0 views

Until earlier this month, we could go to "New", "Weekly Timesheets", select our consultants, and then update hourly rates by client/project.  A lot of manual work, but doable.  Now the interface has changed and there is a weekly view where you can click on a consultant time entry, and the billing rate field is displayed but the field is uneditable.  We are a consulting firm where rates differ by consultant by client/project.  How do I edit the billing rate as we cannot send invoices at all until these can be updated?

 

For those that have experienced same, I reached out to QBOnline help yesterday via chat.  I spoke to a QBonline customer service rep, who in turn, transferred me to a QBtime resource, who confirmed that the time product cannot accommodate different billing rates by consultant by client, which I knew.  I was then transferred to the QBOnline team.   They in turn transferred me back to the QBTime team even after I asked them not to.  During a three hour timeframe yesterday, I spoke with no less than 7 QBOnline and QBTime customer services reps -  twice I told the QBOnline team that this was a QBOnline issue, not a QBTime issue.  I eventually called and they could not answer the question - so 8 customer service reps in total and still no solution.  Something changed and Intuit cannot seem to identify or resolve the issue.  Hoping someone in this forum can assist - as I risk abandoning the product.

1 reply

August 3, 2023

I appreciate the screenshot and detailed information you've shared, @dsafran.

 

I also recognize your efforts in contacting our QuickBooks support team to resolve your issue. Don't worry, I'm here to help update the billing rates in a weekly timesheet in QuickBooks.

 

Based on your attached screenshot, I can see that the timesheet you're trying to update the billing rate was already approved and locked in your QuickBooks Time. To be able to update the billing rate, you'll have to unapproved the timesheets. Here's how:

 

  1. Sign in to your QuickBooks Time account.
  2. Go to the Approvals menu, then select the report dates, team members, and click Run Report.
  3. To unapproved and unlock the team member's timesheet, click Unapprove.

 

Once done, go back to the Time Entries page and update the billing for the specific team member. After that, approve the timesheet and export them again to QuickBooks Online (QBO).

 

Just in case you want to enter weekly timesheets directly in QBO, you can check out this article for more guidance: Track and manage QuickBooks Time in QuickBooks Online.

 

Come back to this post if you have other concerns or follow-up questions about this. I'll be around to provide further assistance.

January 22, 2024

I am fairly new to this job. When I log into 2022 Quickbooks Desktop Pro Plus, I do not see an Approvals menu.

 

The problem I am having is after I enter the attorney's time, when I create an invoice, not all (but some) of the entries are showing at $0.00 per hour.

 

I have tried repeatedly to go through the Chat feature, but am getting no help. Please see if you have any answers to this specific problem. Thanks very much.

 

Tracy

January 22, 2024

Hi there, TO22.

 

Please know that we aim to deliver customer satisfaction at all times and address or fix an issue as soon as possible. With this, may additional details such as a screenshot of your QuickBooks where the showing at $0.00 per hour. Also, how did you enter the attorney's time in the program? I appreciate you for sharing additional information so I can present accurate details.

 

For now, I'm adding this article if you need various details on how your data from both programs works after the integration is complete: Set up and use QuickBooks Desktop for Windows and QuickBooks Time integration.

 

Don't hesitate to click the Reply button below and add extra details about your concern, TO22. I'm always around to help.