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December 6, 2022
Question

Looking to create a weekly timesheet template so that I do not have to go through and select the customer/project, class, and service worked for every new week each time.

  • December 6, 2022
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1 reply

December 6, 2022

Hello, bowen-tretheway-.

 

A quick and simple way to manage time is by creating a weekly timesheet template. Currently, this option isn't available in QuickBooks Online.

 

QuickBooks is a user-friendly program that makes it easy for you to keep track of your employees' time records. You can utilize the Copy last timesheet feature so you won't go through adding all the details each time you create data for them.

 

Here's how:

 

  1. Click the + New icon, then select Weekly timesheet.
  2. Choose the right customer/employee from the dropdown.
  3. Click Copy last timesheet.
  4. Ensure you have the correct reporting period.
  5. Once done, hit Save.
  6. Repeat the same process for the rest of your customers or employee.

 

If you want to have more time-tracking features, you can integrate QuickBooks Online into QuickBooks Time. Then, you can follow the steps in this article to create a template: Create use and manage weekly schedule templates in QuickBooks Time.

 

I've included this video as a guide to help you construct an invoice for billable time and expenses for future use: How to Create an Invoice: Billable Time & Expenses.

 

You can post again if you need anything else in QuickBooks. We're always available to help you.