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wheelsdj
May 14, 2021
Solved

Requiring Service Items and Billable to be required

  • May 14, 2021
  • 2 replies
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Seems like I'm not the only one having fun with the updated QBO/QBT integration.  Before the integration was updated a couple of weeks ago, I had QBT configured to require a user to select Service Item and Billable values when entering their time.  These fields are no longer required after the integration.  When I go into QBT preferences to make these required, the values are grayed out with a note that this must be done in QBO.  However, I've not been able to find an option in QBO to do this.  I spoke to QBT support who said I had to speak to QBO support and this person had no clue what I was talking about.

 

Can anyone help me with this?

 

Best answer by Tori B

Hey there, @wheelsdj. 

 

Thank you for following up with us and letting us know that the steps above aren't working for you. 

 

Let's try turning off the Service Items and Billable settings, then turn them back on again. This way, we can get them reset so the changes can take effect. 

 

Here's how:

 

  1. From QuickBooks Time, go to the QuickBooks Online dropdown. 
  2. Choose Preferences. 
  3. Uncheck, then recheck Service Items and ensure that Require Billable on timesheets is also selected. 

Now let's see if this is working for you as it should. 

 

I would like to add that I see in your original post that these were grayed out before. If they're still grayed out and you're unable to click on them, could you please provide a screenshot of the preference window, so that I am able to take a look? 

 

Please let me know how it goes in the comments below. I want to ensure we get you back in business. Until then, take care and have a wonderful day! 

2 replies

K_Siman
K_Siman
May 17, 2021

Good morning, @wheelsdj! Thanks for coming to the Community with your question. I'm happy to help you get those fields back. I'm going to direct you to a setting in QuickBooks Online. 

  1. First, sign in to QuickBooks Online as the Admin of the account.
  2.  Click on the Gear icon.
  3. Select Account & Settings.
  4. Click Advanced then select Time tracking.
  5. Click the pencil icon to edit. Here, make sure:
  • Add Service field to timesheets is enabled
  • Make Single-Time Activity Billable to Customer is enabled

Then click Save.

 

After that, go into your QuickBooks Time account and run an import from the QuickBooks menu in the upper right-hand corner. 

 

Please let me know if this fixes the issue. I look forward to hearing from you!

W
wheelsdjAuthor
May 17, 2021

Thanks for the quick follow-up.  However, I tried your suggestions and it appears to have no effect.  I'm still able to save time without selecting a Service Item or marking the hours as billable

Tori B
Tori BAnswer
May 18, 2021

Hey there, @wheelsdj. 

 

Thank you for following up with us and letting us know that the steps above aren't working for you. 

 

Let's try turning off the Service Items and Billable settings, then turn them back on again. This way, we can get them reset so the changes can take effect. 

 

Here's how:

 

  1. From QuickBooks Time, go to the QuickBooks Online dropdown. 
  2. Choose Preferences. 
  3. Uncheck, then recheck Service Items and ensure that Require Billable on timesheets is also selected. 

Now let's see if this is working for you as it should. 

 

I would like to add that I see in your original post that these were grayed out before. If they're still grayed out and you're unable to click on them, could you please provide a screenshot of the preference window, so that I am able to take a look? 

 

Please let me know how it goes in the comments below. I want to ensure we get you back in business. Until then, take care and have a wonderful day! 

K
kozak-steven
December 6, 2022

Hello, 

I know this is an old thread but I think I had the same question about making all time default to billable in QBT.  I followed the instructions to make billing required but also went to the customer's tab on the left in QBT.  Then clicked on a specific customer. Clicked on Custom Fields Tab.  Clicked on items next to billable.  Moved Yes to the assigned items tab and hit save.  Now on every time entry for that customer it will come up yes for billable automatically

    B
    benji-burrell-llc
    December 8, 2022

    QuickBooks support team: this thread repeats instructions that do not solve the problem. This is a terrible problem that has the potential to leave money on the table and cost thousands overtime to manage.  Please reply with a functional solution ASAP, or our company will be dropping QuickBooks online for another accounting in timesheet software. Thank you!

    MaryLandT
    MaryLandT
    December 8, 2022

    I appreciate you sharing feedback about fixing the service items and billable that aren't integrated, benji-burrell-llc.

     

    Let me provide one more troubleshooting solution to fix the issue. You can start by disconnecting QuickBooks Time (QB Time) from QuickBooks Online (QBO). Doing this will refresh the connection and make sure all items are synced successfully.

     

    Here's how:

     

    1. Log in to QBO as the admin.
    2. From the left menu, select Apps, then My Apps.
    3. Find QuickBooks Time.
    4. Select the Action ▼ drop-down menu, then Disconnect. If you can't find the button, select Settings, then locate the Disconnect button on the settings page.
    5. Complete the short questionnaire.
    6. Hit Confirm Disconnect to remove the app from your company profile.
    7. Log out from QBO and sign back in.
    8. Go back to Apps and connect QB Time.

     

    Once done, log in to your QB Time account and mark service items as billable default is checked in your QuickBooks account. You can follow the steps provided by AileneA in this thread.

     

    If still didn't work, I'll let you contact our QuickBooks Time Live Team. They can perform further investigation and find a permanent fix for the issue.

     

    Let me know how the contact goes by leaving a comment below. I'll be right here whenever you have follow-up questions.

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