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stepping-stone
September 26, 2024
Question

Custom fields for projects to be used in timesheets

  • September 26, 2024
  • 1 reply
  • 0 views

Hello,

 

We would like to create custom properties for projects. These properties will then be fields in QuickBooks Time timesheets, but the catch is that they will be auto-selected for the employee entering their time for the appropriate project.

 

An example of this is whether a certain project qualifies for a bonus payment. We want to be have this as a toggle field. If the employee logs in hours for the project, one of the fields that will emerge on the timesheet will be the bonus qualification. However, its value (yes/no) has to be something that the admin can set, not the employees.

 

Thank you very much!

1 reply

T
Trish_T
September 26, 2024

Hi stepping-stone,

 

Thank you for providing details, of the goal you would like to achieve in QuickBooks Online.  QuickBooks Online Advanced, let's you can create custom fields for sales reps, customer types, vendor IDs, PO numbers, Project Managers, or information unique to your industry.  You can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on), and each type of profile (customer and supplier).

 

To ensure this is the best fit for your business needs, I encourage you to speak with our Sales team at 1-888-829-8589.  

 

If you have any other questions, feel free to reach out again.  We would be glad to assist!

S
stepping-stoneAuthor
September 27, 2024

Hi Trish,

 

Thank you for your response. However, I'm interested in setting the information for projects specifically. Then, when we track time for those projects in QB Time, the time entries will have the data included.

 

For example, let's say I have Project A which is bonus-qualified on September 27 and then we decide to make it not bonus-qualified on September 28.

 

Employee B logs time on September 27. They put 1 hour for Project A, which is bonus-qualified. Then on September 28, they put 2 hours for Project A, and this is not bonus-qualified.

 

The time sheet show something like:

 

September 27

1 hour

Employee B

Project A

Bonus Qualified

 

September 28

2 hours

Employee B

Project A

Not Bonus Qualified

 

The admin would be the one to control the bonus qualification status.

S
stepping-stoneAuthor
September 27, 2024

We're also interested in setting other project-specific properties, such as billing rates. 

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