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QuickBooks Pro 2010 Essential Training
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Entering time


From:

QuickBooks Pro 2010 Essential Training

with Bonnie Biafore

Video: Entering time

If you give users permission to enter their time directly in QuickBooks, as you learned earlier in this chapter, you can fill in a timesheet in QuickBooks, enter time for a single activity or use the built-in timer to keep track of time while they work. If you enter time for other people, filling in a timesheet is the easiest option. To enter time for one activity, on the homepage, click Enter Time and then choose Time/Enter Single Activity. The dialog box sets the date to today. To choose a different day, click the Calendar icon and then click the date. You can also type the date in the box.
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  1. 8m 19s
    1. Welcome
      52s
    2. Editions of QuickBooks
      3m 24s
    3. QuickBooks bookkeeping basics
      2m 46s
    4. Using the exercise files
      41s
    5. Disclaimer
      36s
  2. 9m 12s
    1. Opening a company file
      2m 4s
    2. Using the QuickBooks menus and home page
      2m 49s
    3. Touring the Customer, Vendor, and Employee Centers
      2m 32s
    4. Navigating between QuickBooks windows
      1m 47s
  3. 10m 50s
    1. Gathering the information you need
      2m 4s
    2. Creating a company file
      5m 33s
    3. Converting from another program
      3m 13s
  4. 8m 19s
    1. Naming and numbering accounts
      3m 36s
    2. Creating an account
      2m 26s
    3. Making an account inactive
      2m 17s
  5. 14m 50s
    1. Creating a customer profile
      3m 40s
    2. Adding customer information
      4m 33s
    3. Creating a job
      2m 18s
    4. Making customers inactive
      1m 39s
    5. Creating a vendor
      2m 40s
  6. 43m 35s
    1. Why use QuickBooks items?
      2m 59s
    2. Creating a service item
      4m 26s
    3. Setting up time tracking
      2m 53s
    4. Entering time
      4m 19s
    5. Tracking mileage
      4m 34s
    6. Creating an inventory item
      6m 7s
    7. Creating a non-inventory item
      3m 34s
    8. Setting up sales tax
      6m 59s
    9. Setting up discounts and charges
      3m 46s
    10. Creating a group of items
      2m 16s
    11. Making items inactive
      1m 42s
  7. 30m 46s
    1. Creating a purchase order
      3m 8s
    2. Entering a bill
      4m 37s
    3. Recording inventory you receive
      3m 47s
    4. Paying bills
      4m 5s
    5. Handling a credit from a vendor
      5m 2s
    6. Writing a check for expenses
      3m 17s
    7. Paying with a credit card
      1m 40s
    8. Paying with cash
      2m 53s
    9. Paying sales tax
      2m 17s
  8. 35m 5s
    1. Understanding invoices, statements, and sales receipts
      2m 23s
    2. Creating an invoice and filling in header fields
      2m 55s
    3. Adding items to an invoice
      5m 7s
    4. Adding billable time and cost to an invoice
      5m 57s
    5. Using subtotals, discounts, and other charges
      3m 6s
    6. Creating an estimate
      2m 49s
    7. Handling a customer credit
      4m 57s
    8. Creating a statement charge
      3m 7s
    9. Producing a statement
      4m 44s
  9. 14m 44s
    1. Setting up print options
      4m 13s
    2. Aligning forms with printer paper
      3m 0s
    3. Printing one or more forms
      4m 29s
    4. Emailing a sales form
      3m 2s
  10. 14m 8s
    1. Receiving a payment
      3m 49s
    2. Assessing finance charges
      4m 9s
    3. Creating a sales receipt for a cash sale
      2m 39s
    4. Depositing payments
      3m 31s
  11. 10m 37s
    1. Preparing to reconcile a bank account
      1m 50s
    2. Reconciling transactions to your bank statement
      3m 14s
    3. Correcting discrepancies
      5m 33s
  12. 9m 51s
    1. Using the Report Center to find reports
      3m 0s
    2. Running a report
      3m 45s
    3. Printing or saving a report
      3m 6s
  13. 6m 8s
    1. Why use journal entries?
      3m 3s
    2. Creating a general journal entry
      3m 5s
  14. 13m 39s
    1. Creating a new user
      4m 58s
    2. Backing up your company file
      6m 10s
    3. Restoring a company file
      2m 31s
  15. 27s
    1. Goodbye
      27s

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QuickBooks Pro 2010 Essential Training
3h 50m Beginner Feb 24, 2010

Viewers: in countries Watching now:

In QuickBooks Pro 2010 Essential Training, author Bonnie Biafore shows how to most efficiently use this popular business accounting software to manage business finances. The course covers core QuickBooks features that business owners need to know, from recording typical bookkeeping transactions like bills and invoices, to reconciling accounts and managing company files. Exercise files accompany the course.

Topics include:
  • Establishing a company file and Chart of Accounts
  • Creating purchase orders and paying bills
  • Invoicing customers
  • Tracking time, mileage, and other non-inventory items
  • Monitoring sales and inventory
  • Paying sales tax
  • Reconciling accounts and bank statements
  • Running and printing reports
Subjects:
Business Accounting Finance
Software:
QuickBooks
Author:
Bonnie Biafore

Entering time

If you give users permission to enter their time directly in QuickBooks, as you learned earlier in this chapter, you can fill in a timesheet in QuickBooks, enter time for a single activity or use the built-in timer to keep track of time while they work. If you enter time for other people, filling in a timesheet is the easiest option. To enter time for one activity, on the homepage, click Enter Time and then choose Time/Enter Single Activity. The dialog box sets the date to today. To choose a different day, click the Calendar icon and then click the date. You can also type the date in the box.

The Name dropdown list contains names on the Vendor list, Employee list, and Other Names list. Choose the person who perform the work, then choose the customer or job that the work was performed for. QuickBooks automatically turns on the Billable checkbox, which tells the program that you plan to add this time to an invoice later on. If you want to track time without adding it to an invoice, turn off the Billable checkbox. For instance, you can turn off the checkbox if you want to see how many hours someone works on a job, but you charged the customer a fixed price for the work.

The next step is to choose the Service item for the work. If you want to add notes to describe the work completed, fill in the Notes box. These notes will appear in the weekly timesheet and also on invoices you generate from time worked. If the person already performed the work, type the amount of time in the Duration box. You can enter time as hours and minutes by typing a colon between them. For example 4:30 for four and half hours, but you can also type a number with a decimal point like 4.5.

QuickBooks converts the decimal number to hours and minutes. If you track time for yourself, you can use the Stopwatch feature. However, the date does have to be set to today. Click Start to start the stopwatch. The seconds that pass appear to the right of the Time box. If you want to pause the timer to take a break for example, click Pause, then you can click Start to restart timing or click Stop to stop the timing.

You can restart timing later in the day by reopening this activity and clicking Start again. Click Save & Close to save the time entry. To enter time in a weekly timesheet, click Enter Time and choose Use Weekly Timesheet. The fields you fill in are almost identical to the single activity but they're arranged differently. Choose the name of the person at the top of the timesheet, choose the Week by clicking the Calendar icon, and picking a day during that week.

Then in one row of the timesheet you can choose the customer job, the service item, and fill in any notes. This one has the single activity that we've just recorded. The Weekly Timesheet totals the hours for that Service item for the week and it also totals the times for each day of the week. If the time is billable, leave the Billable checkbox on. You have to fill in a separate row for each combination of customer, job and service item.

If the worker performs work for the same customers and service items, you can quickly copy a previous timesheet so you don't have to fill in all those fields. Display the week you want to fill in and click Copy Last Sheet. You can replace the current timesheet entries by clicking Yes or if you want to add the entries from the previous timesheet click No. When you're done click Save & New to enter another weekly timesheet or click Save & Close to save the timesheet and close the dialog box.

These time records then wait in QuickBooks until you're ready to add them to invoices or display them in time reports.

Find answers to the most frequently asked questions about QuickBooks Pro 2010 Essential Training.


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Q: I have QuickBooks Pro 2011. Will this course work for me?
A: Yes. The changes in QuickBooks Pro 2011 are minor, and all the information in QuickBooks 2010 Essential Training applies to QuickBooks 2011.
 
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