3/15/2023 0 Comments Quickbooks hourly billing timer![]() ![]() This is so that I can leverage current standard reporting to see detail time tracking for activities to rollup summaries for phase and project along with any associated billing milestones. TBD!Ībout the category field, I did use this field to build my activity structure - a project work breakdown if you will. This might help get some visibility with standard business reporting as well - schedule c and PL reports. expense and assign a tax line such as Gross Receipts. I can see now I need to probably convert the categories to revenue v. That is, can I tie the three together without too much complication for the user and in-line with the expected, existing process flow > Estimate (current feature) > Time Tracker > Invoicing (current feature)? That is, how can I move those billing milestone hours (above post, image 1) to invoicing dialog using existing functionality. I spit-balled this in my production file because I wanted to further explore possible "integration" to current estimate and invoice functionally. So.I could see a business with many rental units, many clients, many projects (complex or simple) or some combination, needing or wanting to keep their client time-tracking in separate account registers and in a separate qdata file from financials. While I indicated (or inferred in above post, image 1) that one account register might accommodate time tracking for multiple clients, I think that this is not scalable in a number of ways. Now, insert "Time-Tracker" between these two business processes with a similar goal of facilitating flow of information: That is, "Estimate" hours and associated activities > turn into "Time-Tracker" planned hours v actual hours and associated activities > turn into "Invoicing" actual and billable hours > turn into "Payment" receipts.Īs a workaround using existing register functionality, there are a number of ways to structure - probably most flexible but can be wrought with user frustration. "Estimates" and "Invoices" are designed similarly to expedite turning these estimates into invoices in Quicken. Quicken's "Estimates" feature would be a good place to start the cycle. In the mean time, have a look and let your curiosity run. ![]() And, because you are using existing functionality and fields, there is a ton of standard and custom reporting available in reports center ( Image 3). Needless to say, by using a checking account register, there is a rich selection of fields to repurpose for time tracking. Open in new tab to make bigger and much more legible.Ĭategories can be a good place to track structured phases and activities as well ( image 2). Then, I repurposed most fields to align with my Excel spreadsheet that tracked daily billable hours against project phase and project activities within that phase. I used "manual" checking account, with display properties set to "separate". IMO, even though I showed time tracking for a project, I have no doubt one can repurpose for other relatively smallish efforts as well. Perhaps on my next gig, I will try it real-time, with some refinements. ![]() So.I built a tracker of sorts that mimicked a real-world project - Single consultant, one labor rate, 800 staff-hour, 5 months. ![]() Perhaps there is a clever way of forcing this transfer as well. Of course, the billing milestone (hours to be invoiced), shown in image 1, would have to be manually carried over to the invoicing dialog showed. Was curious to build what described using snippets from an old consulting project and my associated Excel hours tracking/summary spreadsheet to see what it might look like in Quicken using existing functionality. Building a Time Tracker Using Existing Quicken Functionality. ![]()
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