![]() ![]() You're going to have to play with it a bit to get a better idea how it's functioning, but what you are asking works exactly that way for me. ![]() The project that the hours are tracked under also gets synced to QBO under the client, or you can change it in settings to just have it go to their company name instead of creating a sub-project in QBO. (Though from how it sounds, you want to ignore the "mark paid" within Harvest as you want QBO to handle it from there).If you already have tons of clients made up in QBO, you're just going to have to futz around a bit to make sure the information (company name, etc) are the same so that the invoice goes to the right place. When you mark it as "paid" it also syncs that over to QBO by adding in a "Payment" to your respective client. When you create the invoice, it will automatically sync it to QBO given that you configured the integration. Works with other software too, tons of integrations. I use Harvest for 99% of my invoicing and use QBO for my book keeping and they work beautifully together. All invoices I send from Harvest get copied to QBO and assigned to the right client. Have it integrated in with QuickBooks Online as well. If you have some employees that work on a client job that you have as hourly billable, you can invoice right from the app too. This will make your employees more apt and willing to use it. Mobile app is stellar and easy to access. Works great for my B/F clients and for project based work for my MSP clients. At the end of the month (or whenever) just click "uninvoiced" and you can create invoices for the time you spent per client. ![]() I use the analytics now to get a good idea how much time I spend doing different tasks (admin, sales, production, driving, networking) and decide what I need to improve and what I need to cut back on. Have been using Harvest App (here's a 30 day free trial + $10 credit for your first month and you can use the coupon code "CYBERBYTES" for 50% off your first (well second since the first is free) month) for 2-3 years now and it has worked beautifully. A ticketing system that lets you see multiple tickets at once (so you can toggle time tracking, etc.) might be good here, but I have no great suggestions. Remote work is actually a lot more of a headache for me to track, because there's a lot more potential for bouncing from client to client and issue to issue. At the end of the day (and when you're on a real computer rather than a phone), use that to create tickets or simply entries in QuickBooks. This doesn't address your problem of having to enter it, but for onsite time, I like to have the customer actually provide me with a written or printed list of things that they think I'm there for, with space for me to add additional items that I either know of or that are presented to me as "Oh, hey, can you look at this?" Write the arrival time at the top, check off the items as you address them, then take a picture of it with your phone when you're about to leave. Supported integration with QBO, so I can export by client into an invoice (with each date and notes on it's own line item) in QBO, then just make any edits I need to and send out.įrom my experience with the same problems (and no, I don't have a good solution either) you may end up needing several different solutions or systems. Good (and flexible, for example, allowing overlapping items) mobile time tracking capabilities in an app. I would consider cancelling the maxfocus service desk and going with another product if it had 2 things. Some details, I am using maxfocus for rmm, and I recently signed up for their service desk, but the mobile app sucks for time tracking. I hit start when I begin working on a client project/site/item and hit stop when I am done, and enter notes about what I did.Įach month on the first (I just went through this today and resolved that it should be my last month doing it this way) I spend several hours retyping my notes into line items in Quickbooks online. For a long time, I have used a simple app on my Android phone simply called "Timesheet". I am working towards locating new clients and managed services, but a large portion of my time is spend at places where I am billing by the hour.
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