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sidtheduck
December 7, 2023
Question

Filter Services in Employee Time Entry

  • December 7, 2023
  • 1 reply
  • 0 views

Is there a way to filter which services are available/hidden to an employee during Time Entry?  We have some services that are for products and there are some services that certain employees never use.  It makes time entry much more cumbersome to have to scroll past all of the unused services to find they ones they want.  I know you can type to search for a service, but some of the services are similarly named.  It would be great to be able to filter the pulldown services to a certain set or category of services for an individual employee.

1 reply

A
AnneMariee
December 7, 2023

Hello there, sidtheduck.

 

The option to filter which services are available to an employee isn't available in QuickBooks. However, it would be a great addition to its functionality. It would definitely be a time-saver during time entry. 

 

For now, I suggest submitting a feature request through the Feedback section. Our Product Development Team takes all ideas into consideration to ensure we meet our customers' needs.

 

Here's how to submit feedback:

 

  1. Select Settings, then Feedback.
  2. Enter your product suggestions.
  3. Click Next to submit.

 

Once done, you can track feature requests through the QBO Feature Requests website.

 

You can also customize a Time Activities by Customer Detail report to track activities and filter products and services associated with the employee. Here's a guide on how: Customize reports in QuickBooks Online.

 

Please feel free to reach out if you have further concerns during time entry. Have a great day.

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