Entering single activities

A single activity is the time spent by one person doing a single activity on a single job on a single date. Single activity entries are especially useful when you want to enter the details of a job as soon as you've done work on it. For example, a lawyer might make a single activity entry to record a billable phone conversation.

To enter several dates or several jobs at once, use the weekly timesheet form instead.

Note: If you'd like to use the free QuickBooks-integrated application My Time, turn on time tracking (QuickBooks > Preferences >Time Tracking) and then download your copy of My Time.

To enter single activities:

  1. Choose Employees > Time Tracking > Enter Single Activity.
  2. Enter the name of the person who performed the work and press Tab.
  3. In the date field, enter the date the work was performed and press Tab.
  4. In the Customer:Job field, enter the customer for whom the work was performed. If you are tracking individual jobs as well, enter the customer name, a colon, and a job name. Press Tab.
    • Non-billable time: If you do not intend to invoice your customer, you still may want to enter the customer or job name. For example, if you spent the time correcting an error on a job, filling in the Customer:Job field gives you a record of your non-billable time for the job. You can display non-billable time on time reports.
    • Overhead: If the time is truly overhead and has no association with any customer or job, then leave the Customer:Job field blank.
  5. Enter the name of the service item that matches this type of work and press Tab. How service items help you analyze your business
  6. In the Duration field, enter the number of hours worked on this date and this job, and press Tab.
  7. If you are NOT going to invoice your customer for this time, clear the Billable checkbox.
  8. (Optional) In the Notes field, enter any additional information you want to record about this activity. How your notes are used