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PJP-BBE
January 27, 2021
Question

Time entry without a customer

  • January 27, 2021
  • 1 reply
  • 0 views

I can enter an employees time without assigning a customer.  We do this with things like training or office meetings.

My employees cannot enter time without picking a customer.  Anyone know why this is and if there is a setting somewhere that this can be change to allow them to do this?

1 reply

Jessica_young
Jessica_young
January 27, 2021

Great question, @PJP-BBE.

 Creating customers is a fantastic way to be able to see how your employees are spending their time on the clock.   However, if you don't need this information, we can always create a generic "customer" for them to choose from. I would suggest creating a customer and naming it something like "office meeting" or "training" for your employees to choose. This way, you can still see the time spent in these areas! Here's how:

  1. Go to Customer, then select Add Customer.
  2. Enter a name for the job.
  3. Select Save or hit enter on your keyboard to quickly add the next job.
  4. Select Cancel or the X in the Add Job panel to stop adding jobs.

For more information on this process, check out this article: Create and manage jobs or customers in TSheets.

 

Please reach out if you have more questions on creating customers, or anything else within TSheets, I'm happy to assist!

B
Boston Architects
June 10, 2021

Hi @Jessica_young 

I also have many customers that my team and I select when we enter time, so we track our projects propertly. However, there are plenty of times when we spend time unrelated to customers, such as admin, bookeeping, markering, etc. When I use the weekly timesheet (manual) and just put in the hours in the spreadsheet format, I'm able to choose a service item and billable/not billable, and it does NOT force me to choose a customer. This makes sense because there's no customer for that task. I can also do this using the "Add Time" button from the manual time sheet. However, when we use the "time clock" feature, whether on the desktop or the mobile app, it forces us to select a customer. Can you clarify why this double standard? We want to be able to clock in using my app but not be forced to select a customer.

Thanks.

Tori B
Tori B
June 10, 2021

Hey there, @Boston Architects.

 

Thanks for following the thread and sharing your concerns. 

 

Some of our customers have found it best to add the Admin, Bookkeeper,  Etc. as customers. I recommend doing that as a work around for now. 

 

However,  if you don't wish to add them as customers, we can always submit feedback to our Product Development Team. Our Product Development Team reviews each new request and considers them for future updates. I've included some steps to submit feedback below.

 

  1. In QuickBooks Time, click on Settings or More > Settings.
  2. Tap Help & Support > Suggest an idea.
  3. Enter your feedback, and select SEND.

Please let me know in the comments if you have any questions or concerns. Take care have a great day!

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