QuickBooks rebranded TSheets as QuickBooks Time Tracking. However, the functions and procedures are still the same. In this tutorial, we’ll cover most of the functions of QuickBooks Time Tracking for the web and mobile, from setup to clocking in.
A great way to learn is to follow along in your own QuickBooks account. If you don’t have one yet, sign up for the free 30-day trial for QuickBooks Time Tracking—and consider a trial of QuickBooks as well. QuickBooks almost always ranks well in our accounting and payroll reviews because of its range of features and ease of use. If you already have an accounting or payroll program, you may be able to integrate QuickBooks Time Tracking, increasing the functionality of this versatile program.
Getting Started With QuickBooks Time Tracking (for Administrators)
When you first sign up with QuickBooks Time Tracking, you can take the in-product tour or sign up to attend a hosted webinar. The online help section also includes refreshers on each task.
QuickBooks Time Tracking has three primary levels: Administrator, Payroll Manager, and Team Member. So, how you use QuickBooks Time Tracking depends on your assigned role. We cover each below.
Screenshot of Logging in to QuickBooks Time Tracking
The view you see when you log in will differ depending on your role. This is an Admin view.
Review Company Settings
To get started, you’ll need to set up your settings to align with how your company operates. Note: Only administrators can create and change company settings. Go to Company Settings in the side menu. You can input company info, your contact as admin, and add a custom logo. The recommended file size for a logo is 150 x 50 pixels.
Other information you need to update is:
Overtime: Overtime rules are set under Company Settings > Payroll & Overtime. You can also set the pay rate engine to add settings and rules such as holiday overtime, overtime after a set number of hours in a day, week, or pay period, time of day, and more. Overtime can be a multiplier, such as {1.5 x rate of pay} or a fixed rate, such as (pay + $3 per hour).
Time Off: These rules are set in Company Settings > Advanced.
Click on Time Options > Time off and enable time off.
Click on Allow team members to submit time off.
To add time off codes, go to Featured Add-ons and select Time Off Codes. Click Add New, give it a name, and select Paid or Unpaid. Click Save.
Once codes are saved, go back to it and click the pencil icon, and select Track Accruals > Edit Settings. Choose from None, Manual, Yearly, Every Pay Period, or Based on Hours Worked.
Select Apply New Settings.
Integrate QuickBooks Time Tracking with QuickBooks Online and QuickBooks Payroll
QuickBooks Time Tracking also works seamlessly with QuickBooks Online and QuickBooks Payroll. If you need an accounting, payroll, and time tracking all-in-one system, it’s an easy suite of products to use together to run your business. Learn more how to integrate QuickBooks Online and QuickBooks Payroll with QuickBooks Time Tracking.
Set Up Software Integrations
Add Team Members
Add Groups and Managers
Add Jobs
If you integrate QuickBooks Time Tracking to QuickBooks, Reckon, or Xero, jobs populate as Customer in QuickBooks Time Tracking. To change them to jobs—or another title—go to the Manage Jobs Window and click More > Rename Jobs Label.
If you need to create a job, a sub-level job, or assign a job to an employee, select the appropriate option in the drop-down below:
To Create a job
To Create a Job
Got to Jobs.
Select Add Job.
Enter a name.
Add Location and enter an address. The location will bring up a dropdown list. Check the correct suggestion.
Select Save.
Set Custom Fields
Custom fields let you add and track extra data like mileage, equipment, or anything else you need to cost out.
Read:- Also A COMPLETE GUIDE OF QUICKBOOKS COMMERCE
Custom fields give you more power for tracking billables and more.
To add a custom field in QuickBooks Time Tracking, do the following:
Go to Feature Add-on, and select Custom Fields.
Select Add Field.
Add a name and choose a type.
List: for items or options for users to pick, such as equipment or task lists
Text: for free-form text so employees can enter their own comments
Whole Number
Decimal Number
Assign the field to a job or customer
Assign the Field to a Job or Customer
From Custom Fields, click the field you want.
Clear Show for All Jobs and
In the Edit field window, select None selected.
Check desired jobs or customers from the Jobs list.
Select Save and the field will only show up for the selected jobs or customers.
Or
Go to Jobs or Customers.
Select the pencil icon next to the job or customer to which you want to adjust the assignment.
Under Custom fields, select the desired field(s) to have that field appear on a time sheet for that job.
Select Save and the field will only show up for the selected jobs or customers.
Screenshot of Viewing and Selecting Certain Fields
You can determine what team members can view and select certain fields.
