Skip to main content
A
arogers
March 6, 2023
Solved

Setting up a user to enter billable time

  • March 6, 2023
  • 1 reply
  • 0 views

What is the best/proper way to set up a person to enter time such that I can associate a billable rate to the entered hours and those hours and rate can be brought over to an invoice.

 

The resource is an individual working for another company. The company is set up as a vendor. Do I have to set up the individual as a vendor as well in order for this to work?

Best answer by RoseJillB

Adding a user is easy, @arogers. I’ll guide you through the process to enable them to enter a billable time for you.

 

To add a user who has access to enter billable time, you can set up this user as a Standard User. During the process, you’ll want to make sure to select the access rights you want them to have. In this portion, you can select whether to limit them to performing a particular job or allow them to have full access to your company file.

 

If you opt for limiting them to particular tasks in your company, please ensure to mark-check the Customers and Vendors. It is to allow the user to create billable time and invoice them in the future. To better understand the user roles and access rights in QuickBooks Online (QBO), I have here an article for your reference indicating all the details and guidelines.

 

Moreover, you will not need to add this specific user as a vendor. Rather set them up as one of the users like you normally add the others. I’ll guide you further:

 

  1. Click the Gear icon and select Manage user.
  2. Tap the Add user button and choose Standard User and Next.
  3. Select the access rights for the user and click Next.
  4. Select the user settings, if applicable. Then select Next.
  5. Enter the user’s name and email address. Then select Save.

 

Furthermore, you can manage the user role or permission if you decided to change their accessibility.

 

Additionally, please refer to this article to guide you with entering billable time. With this article, you will be guided from turning on the billable time feature down to adding this to an invoice: Enter billable time by job in QuickBooks Online.

 

Leave a comment below if you acquire further assistance with adding a user. I’ve got you always. Have a great day!

1 reply

R
RoseJillBAnswer
March 6, 2023

Adding a user is easy, @arogers. I’ll guide you through the process to enable them to enter a billable time for you.

 

To add a user who has access to enter billable time, you can set up this user as a Standard User. During the process, you’ll want to make sure to select the access rights you want them to have. In this portion, you can select whether to limit them to performing a particular job or allow them to have full access to your company file.

 

If you opt for limiting them to particular tasks in your company, please ensure to mark-check the Customers and Vendors. It is to allow the user to create billable time and invoice them in the future. To better understand the user roles and access rights in QuickBooks Online (QBO), I have here an article for your reference indicating all the details and guidelines.

 

Moreover, you will not need to add this specific user as a vendor. Rather set them up as one of the users like you normally add the others. I’ll guide you further:

 

  1. Click the Gear icon and select Manage user.
  2. Tap the Add user button and choose Standard User and Next.
  3. Select the access rights for the user and click Next.
  4. Select the user settings, if applicable. Then select Next.
  5. Enter the user’s name and email address. Then select Save.

 

Furthermore, you can manage the user role or permission if you decided to change their accessibility.

 

Additionally, please refer to this article to guide you with entering billable time. With this article, you will be guided from turning on the billable time feature down to adding this to an invoice: Enter billable time by job in QuickBooks Online.

 

Leave a comment below if you acquire further assistance with adding a user. I’ve got you always. Have a great day!

Terms & ConditionsAccessibility statement