Minding My Books /Mastering QuickBooks Time: A Comprehensive Training Course: Part 2

  • $247 or 3 monthly payments of $97

Mastering QuickBooks Time: A Comprehensive Training Course: Part 2

  • Course
  • 71 Lessons

Now that QuickBooks Time is up and running, this course teaches you how to use its various features including time scheduling, project management, the 'who's working' function, and time entry techniques to name a few. Learn to seamlessly integrate QuickBooks Time with QuickBooks to streamline payroll processes and ensure precise job costing capabilities. Enroll now to master QuickBooks Time software today!

Contents

Welcome!

Welcome

Time Clock

Time Clock Overview
Time Clock Demo

Schedule

Schedule Overview
Navigating the Dashboard
To Enter a Customer Job or Shift
To Save Week as Template
Copy Previous Week
Subscribe to Calendar
Change Shifts
Schedule Preferences
Workforce App
Reports

Projects

Projects Overview
Intro
Estimates
Project Details Navigation
Add a Project
Clocking in Time Against Projects

Who's Working

Whos Working Overview
Intro
Navigation
Team Member's Status
Track Team Members

Time Entries

Time Entries Overview
Time Entries - Intro
Add a New Timesheet Entry
View Manager Edits
Approve Time on Timesheet
Navigate through the Timesheet Details Section
Manual Time Sheet Navigation
Enter Time in the Manual Time Card
Manual Time Sheet - Actions
Manual Time Sheet - Submit Time

Time Off

Time Off Overviue
Set Up Time Off Permissions
Navigate Time Off Codes
How to Ask or Request Time Off
How to Edit or Cancel a Time Off Request
Navigate Time Off
Project Details Navigation
Create CVS Reports
Accruals and Balances

Approvals

Approvals Overview
Approvals Preferences
How to Approve Time and Sync with QuickBooks Desktop

Mobile App

Workforce Mobile Management Overview
Mobile App

Reports

Reports Overview
Payroll Report
Itemized Total Time
Scheduled vs. Worked Report
Scheduled Report - Tardies
Exceptions - Hours Exception Report
Exceptions - Not Yet Approved or Submitted Report
Exceptions - Geofence Report -
Job Costing By Team Member
GPS Points
Hours by Date
Hours by Team Member
Hours by Full Job
Logging and Auditing - ALE Report
Logging and Auditing - Approvals History
Logging and Auditing - Time off Balances
Logging and Auditing - System Log
Logging and Auditing - Timesheet log
Payroll - Hours Summary by Team Member
Payroll - Wage Report
Tracking - Hours by Group
Tracking - Hours by Top Level Customer
Thank you