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BJS
March 30, 2021
Question

Timesheet changes to service item changes payroll item

  • March 30, 2021
  • 4 replies
  • 0 views

When I am in "Timesheet", if I change the service item, it changes the payroll item ex: the item was "hourly", and it changes to "overtime". Is this a bug in QuickBooks or is there something I can do to make it stop doing that?

    4 replies

    R
    Rea_M
    March 30, 2021

    Let's check your integration preferences to make sure you choose the appropriate information you'd like your employees tracking time, @BJS. This way, you're able to determine the reason the payroll item changes when you update your service item.

     

    You may have missed some details upon setting up your integration preferences between QuickBooks Time and QuickBooks Desktop (QBDT) Payroll. That's why when you change the service item, the system automatically updates the payroll item as well. To correct this, you'll have to access the preferences window to check the settings. Here's how:

    1. In QuickBooks Time, select the QuickBooks drop-down in the top right.
    2. Select Preferences and make any desired changes. 
    3. Under Employee Timesheets Should Show, choose what information you'd like your employees tracking time against: Customers/Jobs, Service Items, Billable yes/no, or Class.
    4. Under Other Options, choose if you'd like to import your Vendors as Employees in QuickBooks Time.

     

    To know more about this, I'd recommend checking out this article: About QuickBooks integration preferences in QuickBooks Time.

     

    Also, I'm adding this article to answer the most frequently asked questions about QuickBooks Time and QBDT integration: QuickBooks Time and QuickBooks Desktop Integration FAQs. It includes topics about integrating using the Web Connector and Windows.

     

    Let me know how it goes in the comments below. If you have other payroll concerns or inquiries about managing employees' time in QBDT Payroll, I'm just around to help. Take care always.

    B
    BJSAuthor
    March 31, 2021

    It sounds like you are possibly talking about an actual app called "Quickbooks Time"? I am not using that. I am talking about the Quickbooks Timesheet itself. However, I do use an app called BusyBusy that integrates with Quickbooks and imports hours into the timesheet. I don't see a menu in preferences that you are describing so I'm not sure what is needed. Also when doing payroll this week, I noticed that when I manually change the service item, it changes to the payroll item that was used the last time I manually entered the service item. For instance if I change the service item, it changes the payroll item to hourly or overtime, depending on what was used for the previous manual entry.

    Tori B
    Tori B
    March 31, 2021

    Hey there, @BJS.

     

    Thanks for following up with us and clarifying what app you're using. 

     

    I recommend contacting our payroll support team. Payroll support has the tools available to review your account in a secure environment and investigate things on our back end to find out what's causing your service items to not work properly. I've included some steps to contact support below. 

     

    1. Open QuickBooks.
    2. Go to Help, then choose QuickBooks Desktop Help.
    3. Hit Contact Us.
    4. Give a brief description of your issue, then click Let's talk.
    5. Pick a way to connect with support (Chat, Callback, Etc.). 

    Please let me know if you have any questions or concerns. As always, know that you can reach out to the Community any time you need assistance. Take care and have a wonderful day!

    L
    Linda S
    April 1, 2022

    I have the same question and am not using the app to enter time into QBDT Timesheets. For most of my Service items it enters the Payroll Item of Hourly. For one Service Item, it changes the Payroll Item to Preferred Overtime. Why? That particular Payroll Item has even been made Inactive. I can't see a field in Edit Service Item or Edit Payroll Item that would control this.

    In the past, I've had it "remember" the last Payroll Item I used (like Vacation) but then once I change it back to Hourly, it "remembers" that. I've been manually changing this particular Payroll Item for over a month, so I'm not sure what's going on.... An answer here rather than pointing us to contact support would be great and help many people at once.

    C
    ChristineJoieR
    April 1, 2022

    Hello there, @Linda S. I understand the error that you encountered in the payroll item in QuickBooks Desktop.

     

    I'd like ask a screenshot to see the exact error you may have. This way, I can provide the accurate solution to the issue.

     

    Just in case you want to set up and manage payroll schedules, here's an article you can read for more details: Set up and manage payroll schedules

     

    The Community is always willing to assist you in any queries you may have in QuickBooks.

    L
    Linda S
    April 1, 2022

    Hi Christine,

    It is not an error. It is just annoying. I will try and post a screenshot.

    Basically, when I select most Service Items, QBDT "remembers" the Payroll Item I used with it the last time and enters it automatically. With this particular Service Item, it doesn't use the last Payroll Item that I want and instead enters something else that I then have to go back and change. Extra steps...

     

    K
    Kurt_M
    April 6, 2022

    I'm chiming in to share some information, @Linda S.

     

    As I check here on my end, the steps that my colleague @mv32 provided can be accessed in QuickBooks Desktop 2020. You can refer on the screenshot below to see where the Item menu is located.

     

     

    Another workaround is to edit the item on your employee's timesheet, then click Save and close. Once you try to create again, QuickBooks will remember the payroll item you used and then automatically fill in the overtime the last time and change to preferred, which is hourly.

     

    Additionally, here are some articles that you can visit for future reference:

     

     

    Don't hesitate to get back to me if you have any additional QuickBooks-related concerns. Rest assured that I'll always be here in the community, ready to help you once again. Keep safe and enjoy the rest of the day! 

    L
    Linda S
    April 6, 2022

    Hi @Kurt_M 

    Thanks for chiming in. The whole point here is that QB does NOT "remember" what I entered last time. I am trying to figure out why this is broken for one Service Item. It works fine for the other Service Items I use...

    Guess it is just "one of those things..." I will probably just give up at some point, retire this Service Item and create a new one and hope it works correctly.

    And yes, I know how to display the Item list. My point was that the steps provided after that are not as he/she described, so I thought I would provide some alternative steps that other people might find useful.

    E
    EmpireControlGC
    December 4, 2024

    Has anyone found a good resolution on this issue?

    Because I can see how this is an issue.

    It is time consuming to enter on a weekly basis payroll items, unless you "copy last timesheet"

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