Nobody we know likes to fill out QuickBooks timesheets. After all, you work hard enough as it is, and the red tape of having to document “time spent” feels like a recurring task that’s always slipping to the bottom of the to-do list. Unfortunately for those of you that dislike the task, there are actually a lot of good reasons why many companies require it. Maybe your company needs timesheets in order to substantiate client invoices, to capitalize the right amount of R&D expense, or to allocate labor costs to different cost centers.
Whatever the reason, our goal will be to help you file your QuickBooks timesheets with minimal hassle, speeding you through the red tape and getting you back to work.
QuickBooks Timesheets – Manager Settings
If you are a manager, do your team and yourself a solid, and remove any unnecessary columns from your company’s timesheets. For example, although many companies use Item-tracking and Class-tracking in QuickBooks, some don’t. If your company doesn’t, you should hide those timesheet columns so that your employees don’t get confused (or frustrated) by the columns that are neither relavent nor helpful for your particular company’s accounting policies.
So, you’ll want the “Master Administrator” of your company to go to Settings → Other, and look for the section thats called “Timesheet Columns” (depending on your access rights, you might have a lot of settings available, so just Ctrl+F to find the “Timesheet Columns” section):
…there, you can show/hide entire columns, and these settings are global for all employees in your company (now does it make sense why this setting is only available to Master Administrators?). Pat yourself on the back for helping your employees cut through the clutter, by avoiding the unnecessary columns in their timesheets.
QuickBooks Timesheets – Employee Settings
If you are an employee, unfortunately it’s going to be beyond your access rights to decide which fields are and are not required for your company’s accounting processes. We have to keep your CFO and accountant happy, otherwise they’ll hunt us down (and you) with a stern scolding.
But, although you can’t eliminate entire columns, you can at least resize the columns the way you want. Why? Because, for example, maybe you know from experience that your manager is going to ask you for a super detailed memo – and thus you want the memo column to be extra-wide. Or maybe you know that you generally don’t log any hours on Saturday or Sunday (good for you!), and you want to shrink those columns down to be barely visible. No problem. Just grab the divider between the columns and resize however you like:
QuickBooks Timesheets – Employee Power User Tips
If you are an employee and you want to get into some real time-saving shortcuts, here are a few additional suggestions for you:
- On the Time Expenses subtab, when you click “Add New”, did you notice that there is a way to import from Google Calendar? If you already maintain your Google Calendar in great detail, that can be a real time-saver when it comes to pre-filling your weekly timesheet.
- In the Weekly Timesheet subtab, if you are the kind of employee that tends to work with the same project or client for many weeks running, you might consider getting a default Memo set up, that you then only have to customize on an add-needed basis. You’ll have to ask your manager to set up the default (the manager has that ability in the Employees tab), but it’s easy to do.
- Do you find yourself filing your timesheet in ProOnGo every week, but you don’t end up using the expense or mileage tracking features? Then, hang onto and use this short-link, which takes you to the sign-in screen first, but then immediately takes you to the Weekly Timesheet tab so that you save a few clicks every time.
Thanks for reading, and if you are in a rush to start filing timesheets now, you can easily create a 30-day free trial account here. As always, let us know if you have any questions!
We’re always looking for ways to make your QuickBooks timesheets as easy as possible, so if you think of anything more that we could be doing to help, we’re all ears!