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rsleventhal
November 23, 2021
Question

time sheet detailed reporting

  • November 23, 2021
  • 1 reply
  • 0 views

I'm kicking myself for not memorizing a report I was able to generate last month, and I need it again but can't seem to find how to get the following data into a report for a given date range.  


What I need is a timesheet report that, in ascending date order, lists the following:
Date, Employee Name, Customer:Job, Service Item, Pay Item, Hours

If anyone has any suggestions that will guide me to the answer, I'll be eternally grateful.

 

Thanks in advance,

-Ray

 

1 reply

E
Ethel_A12
November 24, 2021

Hello there, @rsleventhal.

 

Allow me to share some insights about running a report in QuickBooks Desktop that would show the employees' total hours worked. 

 

You can create total hours worked by employee report. Follow the steps below:

 

  1. Click the Reports tab.
  2. Select Employees & Payroll and Payroll Item Detail.
  3. Choose Customize Report.
  4. Go to the Display tab. From the Columns list, choose Qty.
  5. In the Total By ▼ dropdown, select Employee.
  6. Go to the Filters tab. From the Filter list, click Payroll Item.
  7. Select the specific item associated with the dropdown. 
  8. Note: If there is more than one type of hourly payroll item, choose Multiple payroll items.
  9. Click Ok.
  10. Change the date range.

You can then memorize the report.

 

I'm also adding this article as your reference to customize reports in QuickBooks Desktop:  Customize reports in QuickBooks Desktop.

 

Let me know if I can be of more help with running reports. I'm always here to help.

R
rayleventhal
November 24, 2021

While I truly appreciate your efforts on my behalf, your steps get me close, but not to where I need to be.  

 

The final output must list one line per employee/date/job/hours.  Ex.  If John Smith worked on job MT01 for 8 hours on 1/1/20, there would be a single row with that data.  If he worked 4 hours on MT01 and 4 hours on XT01, there would be two lines for that date with his name, one for each job to which he applied 4 hours.

 

The redacted sample from the report I ran but didn't memorize shows a good example of what I need the report to look like.

 

Thanks again for your assistance.

 

Kind regards,

-Ray

M
mv32
November 24, 2021

I understand how you wanted to get this report, @rayleventhal.

 

You can pull up the Timesheet reporting in QuickBooks Desktop to get a closer view of this report.

 

Specifically, you'll want to run the Time by Job Detail to get the specific columns Date, Employee Name, Pay Item, and Hours. However, the Customer:Job and Service Item won't be showing as a column header. It will display as a title to the designated employee.

 

Here's how to run this report:

  1. Go to the Reports menu and then select Jobs, Time & Mileage.
  2. Choose Time by Job Detail.
  3. Click the Customize Report button.
  4. In the Columns field, type item and then check Payroll Item.
  5. You can uncheck the Billing Status column by unchecking it.
  6. Adjust the Dates.
  7. Click OK.

 

If you want to place the Customer:Job and Service Item as a column on a report, I suggest exporting it to Excel and then the changes from there.

 

Then you can memorize this report to access this format moving forward.

 

I'd always get delighted with your future replies. If you have additional questions or concerns about running and customizing detailed timesheet reporting, don't hesitate to place your intentions below. We can always assist you here. Take care and more power to your business.

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