does your law firm bill clients for time spent for distinct and different services well then
you need to know how to put service items on time activities when using quickbooks online
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we may need to build time based on hours of a specific service it would be helpful to be able
to put that item of service on a time slip or time sheet this way the hours of the specific service
would be tracked to a specific associates hours as well as tracking the income on the profit and
loss by client setting up for service items on time activity sheets is as easy as one two three
first we must input the income account into the chart of accounts that will track the income
for that service item then we must input the item into the list of products and services
and connect it to the income account that we just created in step number one then all we have to
do is activate the feature that allows you to add the items to the time slips or timesheets
in the account settings window so why would we need items of service on the time activity sheets
that the associate attorneys fill out lot of the lawyer in this example is a probate attorney
we wish to track our probate law income separately from the rest of our income
we wish to be able to put probate service hours as the name of the service that is billed in the
hourly increments on both the timesheets that lana submits and the invoice that the client receives
so first let's put the income account into the chart of accounts income from probate
services in the top right we click the cog wheel and then we go over to the chart of accounts
then in the top right again we click new and of course we choose account type
income and the detail type will be service fee income and the name income from probate
services
click save and close and now we do step two input the item on the list of products and services
we'll call this one probate service hours two hundred dollars per hour we click the cog wheel
and then click products and services then in the top right we click new
we double click for service and of course double check the name probate service hours
and we know that the income account
is the one that we just created income from probate services and the rate
200 an hour now we click save and close now all we have to do is activate the feature
that allows you to add the items to time slips and timesheets from the account settings window
so in the top right we click the cog wheel we go over and click account and settings
now the section that allows you to do that is at the bottom of the categories click advanced
then scroll down to the section of the advanced category where it says time tracking you have to
click the pencil tool in that section to be able to edit this and this is the other button in the
time tracking section of the advanced category of the settings where if we click this button we
will now be able to add any of the service items that are on the list of products and services to
a timesheet or a time slip first we have to click save in the section then click done and now we're
ready for our first example let's imagine on july 8th lana did six hours of probate work for al and
arby from the top left we click new single time activity now the date of this event was july 8th
of 2021 and it was lana who did the work because she's the probate lawyer
the work was done for alan arby and the specific service was probate service
hours it was six of them notice quickbooks remembered that we put this in the items list
as two hundred dollars an hour and we can change it right here on the timesheet if we need to
and we can remove the billable if it's not billable now the number of hours is six
push tab and of course you would normally type in a description
or you could physically choose the start time and the ending time and put in
a break and have quickbooks calculate the number of hours for you in this case and it
would also calculate the money amount but we will not do that we will directly put
the number of hours ourselves so we click save and close and now we check reports
and go down to unbilled time and click and you can see this is unbilled time and it now
has a money amount twelve hundred dollars for the grand finale we bill allen on july 12th
for lana's hours that she worked on july eighth and it's very convenient
when it goes to the invoice we click new invoice the date is july 12th of 2021
and the customer or client in this case is alan arby notice as soon as we choose alan
any billable time appears in the right panel and we can just click add and in one second
those specific service hours were added to the invoice with anything else we're going to bill
allen for now we click save and close and you'll notice the unbilled time report is empty because
we now have billed for that time and when we click reports and we go to profit and loss by client
you can see in the column of alan arby income from probate services twelve hundred dollars
you