This guide explains how to set up and invite new users.
It covers the roles you can assign, the fields you can edit, and the differences between active and inactive users.
<p><span id="users"><span style="font-size: 30px;">Users</span></span></p><p>Users are the people saving time cards in HoursLogger. Each user on your account has their own login and settings.</p><p>All the users on your account can be found on the "Users" page.</p><p><img src="https://i.imgur.com/5cLckTr.png" style="width: 877px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><span id="roles"><span style="font-size: 30px;">Roles</span></span></p><p>There are 3 roles for users in HoursLogger: Admin, Manager, and Staff. </p><p>The different roles determine the access and abilities of the user.</p><p><strong><span style="font-size: 18px;">Admins</span></strong></p><p>Admins have the highest level of access. This role is meant for the user(s) that control your account.</p><p>Admins can:</p><ul><li>Do anything a manager or staff can do</li><li>Update payment information</li><li>Cancel your subscription</li><li>Manage the account settings</li><li>Connect your account to QuickBooks Online</li><li>View and edit the roles for other users.</li></ul><p><strong><span style="font-size: 18px;">Mangers</span></strong></p><p>Mangers have less access than admins, but can still manage other users. This role is meant for the user(s) that manage other people's times.</p><p>Managers can:</p><ul><li>Do anything staff can do</li><li>Create and view times for other users</li><li>Approve times for other users</li><li>Sync objects with QuickBooks Online if your account is already connected</li><li>Create invoices</li><li>Edit other users</li><li>Invite new users to your account</li></ul><p><strong><span style="font-size: 18px;">Staff</span></strong></p><p>Staff have the least amount of access. This role is meant for user(s) that need to save their own times, but not invoice or manage other people's times.</p><p>Staff can:</p><ul><li>Create and view times but only for their user</li><li>Create customers</li><li>Create services</li><li>Manage their user settings</li><li>Have billing rates hidden from them (optional)</li></ul><p><br></p><p><span id="inviting-new-users"><span style="font-size: 30px;">Inviting New Users</span></span></p><p>You can invite additional users by clicking on the "Users" link in the sidebar. </p><p><img src="https://i.imgur.com/ClJ63Ua.png" style="width: 873px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>From there, click the "New User" button. This will bring up a popup that allows you to specify the emails of your users and the customers you want to share with them.</p><p><img src="https://i.imgur.com/kc2plua.png" style="width: 873px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>After filling out the fields, click "Send Invites". Emails will be sent to the email addresses specified and will contain a link allowing them to create their account.</p><p><img src="https://i.imgur.com/RteQJyN.png" style="width: 873px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Pending invitations will be displayed underneath the table on the "Users" page.</p><p><img src="https://i.imgur.com/NleBBk9.png" style="width: 871px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><span id="sharing-items"><span id="editing-users"><span style="font-size: 30px;"><span style="font-size: 30px;">Sharing Items</span></span></span></span></p><p>Customers, services, time cards, and invoices are shared differently based on customer permissions and the user's role.</p><p><strong>Customers</strong> are shared based on customer permissions. In the user edit screen, there are checkboxes to indicate which customers the user should have access too.</p><p><strong>Services</strong> are shared with all the users on your account, regardless of role or permissions.</p><p><strong>Time cards</strong> are shared based on the customer the time belongs to and the role of the user. If a user is staff level, they will only see their own times. If the user is an admin or manager, they will see the times for all the customers they have access to.</p><p><strong>Invoices</strong> are shared based on role. Only admins and managers can see and manage invoices.</p><p><br></p><p><span id="editing-users"><span style="font-size: 30px;"><span style="font-size: 30px;">Editing Users</span></span></span></p><p>Users can be edited from the "Users" page. Find the user you want to edit, and click the pencil icon.</p><p>The available fields for editing are showing in the picture below.</p><p><img src="https://i.imgur.com/TbA2Ib8.png" style="width: 870px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Don't forget to click "Update" to save the fields.</p><p><br></p><p><span id="active-vs-inactive"><span style="font-size: 30px;">Active vs Inactive</span></span></p><p>You only pay for active users on your account. Inactive users are used for users that no longer need to track their time, such as a past employee or contractor. Inactive users have very limited access to the app and cannot create or edit any object in the system. </p><p>You can set users as active or inactive from the "Payment Center".</p><p><img src="https://i.imgur.com/1kGaigB.png" style="width: 870px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>When a user is made inactive, they are removed from your drop-downs and other fields. This means you won't be able to see their data in the "Timesheet" page. If you don't want them to be removed from your drop-downs and other fields, there is a checkbox in your settings. If the "Show past data for inactive users" checkbox is checked, you will be able to see the inactive user's data and times.</p><p><img src="https://i.imgur.com/bUtt2G4.png" style="width: 869px;" class="fr-fic fr-dib fr-fil fr-bordered"></p>
This guide explains all the different ways you can create time cards.
It also includes how to switch customers while running a timer and how to use the "Start in Past" feature.
<p><strong><span style="font-size: 24px;">Saving Time Cards in HoursLogger</span></strong></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="using-the-timer"><strong><span style="font-size: 18px;">Using Timers to Create Time Cards</span></strong></span></span></p><p>Once you are logged in, from the home screen, you can click the "Start Working" button to immediately start tracking your time.</p><p><img src="https://i.imgur.com/7bVKVxf.jpg" style="width: 1088px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Depending on you user settings, you will see one of two screens. </p><p>1. If you have the "Enter details before starting timers" checkbox marked in your settings, you will see the box (pictured below) pop up. Complete the form and click "Start" to begin the timer. When you stop the timer, the time will be logged using the information completed before starting.</p><p>2. If you prefer to enter the details when you stop the timer, turn this setting off and the timer will start immediately after clicking the "Start Working" button. You will be prompted to enter the time card's details upon clicking the "Stop Working" button.</p><p><img src="https://i.imgur.com/mMcTwKg.jpg" style="width: 1085px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Need to pause or add a break to your time card? </p><p>Click the "Pause" button and a timer will start (in red) to track the break.</p><p><img src="https://i.imgur.com/dbUpCiD.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil">The red timer shows you how long you have been paused or on a break. <strong>Note</strong>: You can also edit the break time when clocking out.<img src="https://i.imgur.com/Q1BUVQo.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="switching-customers"><span style="font-size: 18px;"><strong>Change Clients/Customers when running a timer</strong></span></span> </span></p><p>If you work on multiple clients during the day, you may want to switch clients as you close out the current time card. This function allows you to seamlessly close out the time card for the current client and simultaneously start a time card for the next client your begin working on.</p><p><img src="https://i.imgur.com/TIMhHF0.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil">To change clients, mark the "Switch client" checkbox and select the customer and service you'd like for the next time card. Click "Log it" and a new time card will be created.</p><p><img src="https://i.imgur.com/HyN2P3y.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="adding-time-cards-manually"><strong><span style="font-size: 18px;">Adding Time Cards Manually</span></strong> </span> </span></p><p>If you don't need the precision of tracking your time using a timer, you can enter time cards manually.</p><p>Click the "Add manually" link.</p><p><img src="https://i.imgur.com/NR4kNiy.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil">Enter the time card details and click "Create Time Card" to save.</p><p><img src="https://i.imgur.com/MXWZ1Cr.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0); font-size: 18px;"><span id="start-a-timecard-using-a-past-time"><strong>Start a Time Card in the past</strong></span></span></p><p>Forget to start a timer after you started working?</p><p>Click the "Start in Past" link to create a time card using a prior time. For example, I started working on client A at 9:00 AM, but didn't think to start a timer until 9:30 AM. This function allows you to easily start the timer at 9:00 AM. </p><p><img src="https://i.imgur.com/owA4N4C.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil">To begin, enter the time you started along with the time card details.</p><p><img src="https://i.imgur.com/oUnSwJz.jpg" style="width: 1086px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0); font-size: 18px;"><span id="adding-time-cards-from-the-timesheet-view"><strong>Adding Time Cards from the Time Sheet View</strong></span></span></p><p>If you find yourself managing times from the time sheet more than the home page, you can always enter times manually from there.</p><p><img src="https://i.imgur.com/RTtr7Ay.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil">Click "+ New Time" to enter a new time card.</p><p><img src="https://i.imgur.com/AqqzTsQ.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil">The app will default to the current day indicated by the greyed out calendar box. </p><p>Enter your time card details and click "Create Time Card" to save the time.</p><p><img src="https://i.imgur.com/koPpKcU.jpg" style="width: 1083px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><strong><span style="font-size: 18px;"><span id="timesheet-at-a-glance">Time Sheet at a Glance</span></span> </strong> </span></p><p><img src="https://i.imgur.com/qD2UCUt.jpg" style="width: 1085px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65);"><strong>1. </strong></span><span style="color: rgb(0, 0, 0);"><strong>Date</strong></span></p><p style="margin-left: 40px;">Adjust the date to add times for prior or future days.</p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65);"><strong>2. </strong></span><span style="color: rgb(0, 0, 0);"><strong>Approval</strong></span></p><p style="margin-left: 40px;"><span style="color: rgb(0, 0, 0);">Toggle the approval status of the time card. For Admin roles, time cards are approved by default. Times are not billable until they are approved. You can also approve time cards from the Time Sheet view.</span></p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65);"><strong>3. </strong></span><span style="color: rgb(0, 0, 0);"><strong>Customer Detail</strong></span></p><p style="margin-left: 40px;"><span style="color: rgb(0, 0, 0);">Enter the Customer, Service and Description for the time card.</span></p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65);"><strong>4. </strong></span><span style="color: rgb(0, 0, 0);"><strong>Time Detail</strong></span></p><p style="margin-left: 40px;"><span style="color: rgb(0, 0, 0);">Enter the time details in this section.</span></p><p style="margin-left: 40px;"><span style="color: rgb(0, 0, 0);">Is the time billable? Toggle using this checkbox.</span></p><p style="margin-left: 40px;"><span style="color: rgb(0, 0, 0);">If you have default billing rates set, they will pre-populate this field. See the Account Settings guide or the Customers guide for more details on setting default billing rates. </span></p><p style="margin-left: 40px;"><span style="color: rgb(0, 0, 0);">Prefer to enter a total time instead of start/stop times? Uncheck this checkbox to enter a total time for the time card.</span></p>
This guide explains how to view and analyze your time cards.
It covers the details of the Time Sheet view, the Analytics view, and how to export times to a spreadsheet.
<p><span style="color: rgb(0, 0, 0);"><span id="time-sheet-view-at-a-glance"><strong><span style="font-size: 24px;">Time Sheet View</span></strong> </span> </span></p><p>The time sheet view can be used to access and manage all your times in the app. </p><p>You can also add new time cards, generate invoices from billable approved time cards and sync times with QuickBooks. For more information on those topics, refer to their respective guides.</p><p><span style="color: rgb(0, 0, 0);"><span id="time-sheet-view-at-a-glance"><strong><span style="font-size: 24px;"><img src="https://i.imgur.com/a46x92e.jpg" style="width: 1048px;" class="fr-fic fr-dib fr-bordered fr-fil"></span></strong> </span> </span></p><p><span style="color: rgb(0, 0, 0); font-size: 24px;"><span id="filtering-time-cards"><strong>Filtering Time Cards</strong></span></span></p><p style="margin-left: 20px;"><strong><span style="font-size: 18px; color: rgb(209, 72, 65);">1.</span></strong> <strong><span style="font-size: 18px;">Date</span></strong></p><p style="margin-left: 20px;">Filter time cards by date by changing the start and end dates using the date pickers.</p><p style="margin-left: 20px;"><strong><span style="color: rgb(209, 72, 65); font-size: 18px;">2.</span></strong> <strong><span style="font-size: 18px;">User</span></strong></p><p style="margin-left: 20px;">Filter time cards by user using this dropdown. You can view individual users' times or choose all users.</p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65); font-size: 18px;"><strong>3.</strong></span> <strong><span style="font-size: 18px;">Client/Customer</span></strong></p><p style="margin-left: 20px;">Filer time cards by client/customer (depending on what you call them) using these checkboxes.</p><p style="margin-left: 20px;"><strong><span style="font-size: 18px; color: rgb(209, 72, 65);">4.</span></strong> <span style="font-size: 18px;"><strong>Within a particular day</strong></span></p><p style="margin-left: 20px;">When you click on a particular date (as shown via the greyed out box), you can see all the individual time cards that make up the total for that day. These also list the customer, service, billing status and rate, approval status, date, total time, and description.</p><p><br></p><p><span style="color: rgb(0, 0, 0); font-size: 24px;"><strong><span id="approving-time-cards">Approving Time Cards</span></strong> </span></p><p>Unapproved times are not used when creating invoices for billing your clients.</p><p>If you are using the app as a sole owner/consultant, your times are automatically approved. Time card approval is only relevant to those using roles in the app.</p><p>To approve time cards in the app, you can either approve all at once using the "approve all" button in the top left corner or approve each time card individually.</p><p><img src="https://i.imgur.com/hFSnucb.jpg" style="width: 1050px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Approve individual time cards using the checkbox next to the green check circle.</p><p><img src="https://i.imgur.com/7oAyf67.jpg" style="width: 1051px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="removing-time-cards"><strong><span style="font-size: 24px;">Removing Time Cards</span></strong> </span> </span></p><p>If you need to delete time cards, click the delete button from within an existing time card. There is no mass deletion capability in the app for now.</p><p><img src="https://i.imgur.com/jtsKvIe.jpg" style="width: 1051px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span id="analytics-view"><span style="color: rgb(0, 0, 0);"><span id="time-card-analytics"><strong><span style="font-size: 24px;">Analytics View</span></strong></span></span></span><span style="color: rgb(0, 0, 0);"><span id="time-card-analytics"> </span> </span></p><p>If you want to view additional analytics for your time cards, navigate to the Analytics page using the menu bar on the left.</p><p><img src="https://i.imgur.com/KPLFG94.jpg" style="width: 1046px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Navigating the analytics page is the same as using the time sheet view, but allows you to visually see where your time is being spent. </p><p><img src="https://i.imgur.com/nmce0Sq.jpg" style="width: 1046px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="export-time-cards"><strong><span style="font-size: 24px;">Export Time Cards</span></strong> </span> </span></p><p><span style="color: rgb(0, 0, 0);">If you need to export your times, you can do that from the Analytics view. Scroll to the bottom of the page and click the "CSV Export" button to export the selected times. </span></p><p><span style="color: rgb(0, 0, 0);">Note: you can save this as an excel file as well. </span></p><p><img src="https://i.imgur.com/TPTmbZx.jpg" style="width: 1043px;" class="fr-fic fr-dib fr-bordered fr-fil"></p>
This guide describes creating and working with customers.
It covers sharing customers, organizing customers, and details on default customer billing rates.
<p><span id="customers"><span style="font-size: 30px;">Customers</span></span></p><p>Customers are who you're tracking time for and billing. Every time and invoice has a customer associated with it. The name 'customer' is arbitrary. It is just a classification to organize your time. Customers, clients, and projects are all the same thing in HoursLogger. You can set the naming preference in your user settings.</p><p>Sharing customers allows other users on your account to view and contribute times for those customers. When a customer is created, you must specify which users you want to have access to the customer. If you don't do this, other users won't be able to view or save times to that customer.</p><p>Customers also have settings for billing defaults. You can enter a customer's billing rate and this will be set as the default billing rate when you create a time card for that customer. You can also set a customer's address which will be used when creating invoices for that customer. Below is an example of a typical customer.</p><p><img src="https://i.imgur.com/fPFfu1y.png" style="width: 1122px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br><br><span id="creating-customers"><span style="font-size: 30px;">Creating Customers</span></span></p><p>Customers can be created by going to the "Customers" page. There is a link to the customers page in the side navigation. </p><p><img src="https://i.imgur.com/yB58Uxx.png" style="width: 1119px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Click the "New Customer" button.</p><p><img src="https://i.imgur.com/QDAeFMT.png" style="width: 1116px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Fill out the customer details and click "Save".</p><p><img src="https://i.imgur.com/fN184cn.png" style="width: 1114px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Customers can also be created on the fly when creating time cards.</p><p>When you are selecting the customer, click "+ Add New", enter the customer name and billing info, and click "Save."</p><p><img src="https://i.imgur.com/nhgWQJr.png" style="width: 1112px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>If you create a customer this way, make sure the customer is shared with all the necessary users.</p><p><br></p><p><br></p><p><span id="sharing-customers"><span id="customer-permissions"><span style="font-size: 30px;">Sharing Customers</span></span></span></p><p>Sharing customers allows other users to view and save time to those customers. If a customer is not shared with you, you will not be able to see times or bill times for that customer.</p><p>You can update which users a customer is shared with from the edit customer page.</p><p><img src="https://i.imgur.com/KNZkMUk.png" style="width: 1100px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>You can also update which customers are shared with which users from the user edit page.</p><p><img src="https://i.imgur.com/p0WDFph.png" style="width: 1094px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="organizing-customers"><span style="font-size: 30px;">Organizing Customers</span></span></p><p>There is no "right" way to organize your customers. HoursLogger was built to be as flexible as possible, so there are multiple ways you can organize your customers.</p><p>The most straight forward way is to create one customer for each one of your clients. When you track time for each customer, it will make it very easy to bill all the associated times because you will only have to select one customer when billing.</p><p>Another common way to organize your customers is to create a parent customer for each one of your clients. Then create sub-customers for the individual project you are working on for that client. This allows for more detailed time cards and analytics. Make sure you select all the associated sub-customers in the time sheet page when putting together an invoice for the parent client.</p><p><br></p><p><br></p><p><span id="default-billing-rates"><span style="font-size: 30px;">Default Billing Rates</span></span></p><p>Customers can be marked as billable and have a default billing rate associated with them.</p><p><img src="https://i.imgur.com/EMMjpQg.png" style="width: 1062px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>When timers are started or created, the time card's billable rate is defaulted to the billable rate of the customer.</p><p><img src="https://i.imgur.com/RTDXlJD.png" style="width: 1059px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Billing rates can also be set per user. This will override the customers default billing rate when a time is created by that user.</p><p><img src="https://i.imgur.com/G73SGuL.png" style="width: 1056px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Note: Customer billing rates can be overridden by "Service" default billing rates if the service is set to override the customer billing rate.</p><p><img src="https://i.imgur.com/SbDJQDd.png" style="width: 1052px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="merging-customers"><span style="font-size: 30px;">Merging Customers</span></span></p><p>Sometimes customers get duplicated because two different users accidentally create the same customer with a similar name.</p><p>If you need to merge duplicated customers, go to the "Customers" page and click "Merge Customers."</p><p><img src="https://i.imgur.com/QDAeFMT.png" style="width: 1061px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>In the popup, select the customer you want to keep on the left and select the customer you want to merge on the right.</p><p><img src="https://i.imgur.com/flq5edo.png" style="width: 1065px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>This will transfer all users, invoices, and time cards from the 'customer you want to merge' and save them to the 'customer you want to keep'. The merged customer will be deleted once all the users, invoices, and time cards are transferred.</p><p><br></p><p><br></p><p><span id="customers-clients-or-projects"><span style="font-size: 30px;">Customers, Clients, or Projects</span></span></p><p>As previously mentioned, the name 'customer' is arbitrary. It is just a classification to organize your time. Customers, clients, and projects are all the same thing in HoursLogger. You can set the naming preference in your user settings.</p><p><img src="https://i.imgur.com/rjuxT9z.png" style="width: 1066px;" class="fr-fic fr-dib fr-fil fr-bordered"></p>
This guide describes creating and working with services.
It also covers sharing services and details on default service billing rates.
<p><span id="services"><span id="customers"><span style="font-size: 30px;">Services</span></span></span></p><p>Services are the tasks your business performs for customers. Every time card and invoice line item has a service associated with it. </p><p><img src="https://i.imgur.com/M7oI4gK.png" style="width: 1117px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Below is an example of a typical service.</p><p><img src="https://i.imgur.com/BBTxE4E.png" style="width: 1122px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br><br><span id="creating-services"><span id="creating-customers"><span style="font-size: 30px;">Creating Services</span></span></span></p><p>Services can be created by going to the "Services" page. There is a link to the services page in the side navigation. </p><p><img src="https://i.imgur.com/fA2eKOy.png" style="width: 1119px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Click the "New Service" button.</p><p><img src="https://i.imgur.com/CwVbqGe.png" style="width: 1116px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Fill out the service details and click "Save."</p><p><img src="https://i.imgur.com/35B5rit.png" style="width: 1114px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Services can also be created on the fly when creating time cards.</p><p>When you are selecting the service, type the name of the new service and save the time card. If a service with that name does not exist on your account, a new service will be created.</p><p><img src="https://i.imgur.com/9mWukKh.png" style="width: 1112px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="default-billing-rates"><span id="default-billing-rates"><span style="font-size: 30px;">Editing Services</span></span></span></p><p>Once a service has been created, you can edit it by going to the "Services" page and clicking the edit icon.</p><p><img src="https://i.imgur.com/OnLNOjL.png" style="width: 1062px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="sharing-services"><span id="sharing-customers"><span id="customer-permissions"><span style="font-size: 30px;">Sharing Services</span></span></span></span></p><p>All users on your account share services. When a service is created, it is automatically shared with everyone on your account. </p><p><br></p><p><span id="default-billing-rates"><span id="default-billing-rates"><span style="font-size: 30px;">Default Billing Rates</span></span></span></p><p>Services can be marked as billable (or non-billable) and have a default billing rate associated with them. If a service is marked as billable, it can override a customer's default billing settings.<br><br>Override a customer's billing rate by checking the "Override default customer billing settings" checkbox, checking "Billable" and entering the service's billing rate. This billing rate will then be used as the default billing rate when you create a time for that service.</p><p><img src="https://i.imgur.com/SbDJQDd.png" class="fr-fic fr-dii fr-bordered"></p><p>When timers are started or created, the time card's billable rate is defaulted to the billing rate of the service.</p><p><img src="https://i.imgur.com/zaFKu5B.png" style="width: 1059px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="active-vs-inactive"><span id="sharing-services"><span id="sharing-customers"><span id="customer-permissions"><span style="font-size: 30px;">Active vs Inactive</span></span></span></span></span></p><p>Services can be made inactive so you don't see them if you no longer use them. Inactive services are not shown in drop-downs or on the "Services" page. You can view inactive services by going to the services page and clicking "Toggle Inactive".</p><p><img src="https://i.imgur.com/PHQw63O.png" style="width: 1055px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Services can be made active or inactive by checking the active checkbox.</p><p><img src="https://i.imgur.com/x7wZzQL.png" style="width: 1051px;" class="fr-fic fr-dib fr-fil fr-bordered"></p>
This guide details how invoicing works within HoursLogger.
It covers generating invoices, editing invoices, and using invoice templates to customize invoices.
<p><span style="color: rgb(0, 0, 0); font-size: 24px;"><span id="generating-invoices"><strong>Generating Invoices</strong></span></span></p><p>After time cards have been saved in the app, what you choose to do with them is up to you. You can export times to excel, sync times with QuickBooks and use them in their app, or generate invoices in HoursLogger. You can sync these invoices with QuickBooks or send them directly to clients by printing to PDF. It is important to note when generating invoices, only approved billable times are used to populate the invoice.</p><p>Generating invoices from the timesheet view will allow you to select which hours you would like to bill. For example, in the screenshot below, an invoice would be created using all users times associated with the selected customers (HoursLogger, Intuit, and Microsoft) for Oct 8th through Oct 12th. </p><p><img src="https://i.imgur.com/BerLZSF.jpg" style="width: 1084px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>A popup will appear for you to select who to bill and what type of invoice template you'd like to use. See the section on invoice templates below for details.</p><p><img src="https://i.imgur.com/kCNYM67.jpg" style="width: 1084px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>You can also generate invoices from the Invoice page.</p><p><img src="https://i.imgur.com/Ni1Y3VJ.jpg" style="width: 1084px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Notice there is no date range when generating from the invoice page. </p><p>Generating an invoice from this screen will create a new blank (no billable times) invoice. To pre-populate your invoices with billable hours, create them from the time sheet view (see above section).</p><p><img src="https://i.imgur.com/QiBgaHJ.jpg" style="width: 1086px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="editing-invoices"><strong><span style="font-size: 24px;">Editing Invoices</span></strong></span></span></p><p><img src="https://i.imgur.com/PKVHZeI.jpg" style="width: 1084px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p style="margin-left: 20px;"><strong><span style="font-size: 18px; color: rgb(209, 72, 65);">1.</span></strong> <strong><span style="font-size: 18px;">Adding a Logo to invoices</span></strong></p><p style="margin-left: 40px;">Add your company logo to invoices by clicking the blue upload logo button. You can also do this in your account settings.</p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65); font-size: 18px;"><strong>2.</strong></span> <strong><span style="font-size: 18px;">Editing fields</span></strong></p><p style="margin-left: 40px;">You can edit virtually any field on the invoice, even the titles. Simply click into the field and edit.</p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65); font-size: 18px;"><strong>3.</strong></span> <span style="color: rgb(0, 0, 0); font-size: 18px;"><strong>Re-arrange line items</strong></span></p><p style="margin-left: 40px;">If you want to re-order line items on the invoice, grab the line item using the double sided arrow on the left, drag to desired order and drop.</p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65);"><strong><span style="font-size: 18px;">4.</span></strong></span> <span style="color: rgb(0, 0, 0); font-size: 18px;"><strong>Delete line items</strong></span></p><p style="margin-left: 40px;">To delete unwanted line items on the invoice, use the trashcan button on the right.</p><p style="margin-left: 20px;"><span style="color: rgb(209, 72, 65); font-size: 18px;"><strong>5.</strong></span> <span style="font-size: 18px;"><strong>Save</strong></span></p><p style="margin-left: 40px;">The invoice will not save until you click "save." If you use the back button before saving, changes will not be saved.</p><p><br></p><p><span style="color: rgb(0, 0, 0);"><span id="invoice-templates"><strong><span style="font-size: 24px;">Invoice Templates</span></strong></span></span></p><p>When generating invoices, you need to select an invoice template. </p><p>There are three (3) default templates to choose from (Daily, Simple and Time Card). The template type determines how invoice line items are created.</p><p style="margin-left: 20px;"><strong>Daily</strong> - Groups times by date and creates one line item per day.</p><p style="margin-left: 20px;"><strong>Simple</strong> - Creates one line item per service performed.</p><p style="margin-left: 20px;"><strong>Time Card</strong> - Creates a line item for each time card.</p><p>You can also customize invoice templates. Navigate to the Templates page from the Invoices page.</p><p><img src="https://i.imgur.com/IUHur13.jpg" style="width: 1075px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Or get to invoice templates from the Generate Invoice popup.</p><p><img src="https://i.imgur.com/pCag6zP.jpg" style="width: 1075px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>From here you can create new templates or edit current templates.</p><p><img src="https://i.imgur.com/24nLkpX.jpg" style="width: 1076px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Give the template a name and select the default settings you prefer. </p><p><img src="https://i.imgur.com/7JxErbQ.jpg" style="width: 1073px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>The "items to include" checkboxes dictate what to include in the description box on the invoice.</p><p><img src="https://i.imgur.com/lGioWfR.jpg" style="width: 1073px;" class="fr-fic fr-dib fr-bordered fr-fil"></p>
This guide covers the various User and Account settings available in HoursLogger.
<p><span id="user-settings"><strong><span style="font-family: Verdana, Geneva, sans-serif; font-size: 24px;">User Settings</span></strong></span></p><p><span style="font-family: Verdana, Geneva, sans-serif; font-size: 14px;">This guide explains the different settings you can adjust in the application to customize it to your liking. </span></p><p><span style="font-family: Verdana, Geneva, sans-serif; font-size: 14px;">To have your settings saved, remember to click the "update" button at the bottom of the page.</span></p><p><span style="font-family: Verdana, Geneva, sans-serif; font-size: 14px;"><img src="https://i.imgur.com/3Wx1d2C.jpg" style="width: 1194px;" class="fr-fic fr-dib fr-bordered fr-fil"></span></p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">1. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">User Information</span></strong></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Change or update your name, email address and time zone.</span></p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">2. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">Customer Name & Default Rate</span></strong></p><p style="margin-left: 60px;"><span style="font-size: 14px;">We understand some businesses may refer to their customers by different names. If you prefer to change how they are referenced in the app, you can do it here. The options include: <strong>Customer</strong>, <strong>Client</strong> and <strong>Project</strong>. </span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">If you bill all your customers using a standard rate, you can set that here. This will be the default rate used each time you create a <strong>billable</strong> time card. You can also set a default billing rate by customer or service if you prefer.</span></p><p style="margin-left: 20px;"><span style="font-size: 18px;"><strong><span style="color: rgb(226, 80, 65);">3. </span><span style="color: rgb(0, 0, 0);">Time Settings</span></strong></span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Depending on the industry you work in, you may have the need to bill or track your time in different increments. If you prefer to round your times in the app, make sure the checkbox is checked and your minute preference is set. The options include: <strong>5</strong>, <strong>10</strong>, <strong>15</strong>, and <strong>30 minute</strong> rounding increments. If you need exact times for billings, simply remove the checkbox and the app will use exact times.</span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Although we don't recommend turning the "Allow times to overlap" setting on, if you need the ability to have your times overlap, you can choose to mark this checkbox. It is turned off by default.</span></p><p style="margin-left: 20px;"><span style="font-size: 18px; font-weight: bold; color: rgb(226, 80, 65);">4. </span><span style="font-size: 18px;"><strong>Time card</strong></span><b style="font-size: 18px;"> Settings</b></p><p style="margin-left: 60px;"><span style="font-size: 14px;">If you are using timers to create time cards and want email alerts if you accidentally leave one running, you can turn that setting on or off here. You can also set how long it takes the app to send you the email notifications by updating the "Hours before timer running too long" setting.</span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Some users prefer to enter time card details before starting a timer while others prefer to enter it after. Whatever your preference, change it here by toggling this checkbox.</span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">This setting makes your time cards default to entering a start and stop time. If you enter your total time on each time card instead of using a start and stop time, turn this off. If turned on, each time card entry will ask for a start and stop time. Please note: if this setting is turned off, you can still enter a start and stop time for each time card. However, you will need to check the box for start and stop times each time.</span></p><p style="margin-left: 20px;"><span style="font-size: 18px;"><strong><span style="color: rgb(226, 80, 65);">5. </span><span style="color: rgb(0, 0, 0);">Invoice Settings</span></strong></span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Keeping this box checked will default invoices to show the date a service was performed in it's own column. Refer to the <strong>Invoicing </strong>guide for details on setting up invoice templates.</span></p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">6. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">User Settings</span></strong></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Depending on the size of your team and how you bill time, you may want to hide billing rates from staff users. For example, if you bill a client $100/hr and pay a staff user $75/hr to perform that work, you can hide the client billing rate from the staff user. See the <strong>Users and Roles </strong>guide for more details.</span></p><p style="margin-left: 60px;"><span style="font-size: 14px;">The app allows you to make users inactive if they are no longer using the software. However, you may still want to see the hours that user has previously logged. Turning this setting on will show inactive users time without reactivating the user.</span></p><p><br></p><p><span id="account-settings"><strong><span style="font-size: 24px;">Account Settings</span></strong></span></p><p><span style="font-size: 14px;">If you scroll down to the bottom of the settings page, you'll find more account based settings.</span></p><p><span style="font-size: 14px;"><img src="https://i.imgur.com/Dvz4FpI.jpg" style="width: 1184px;" class="fr-fic fr-dib fr-bordered fr-fil"></span></p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">1. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">Company</span><span style="color: rgb(226, 80, 65); font-size: 18px;"><strong><span style="color: rgb(0, 0, 0); font-size: 18px;"> Information</span></strong></span></strong></p><p style="margin-left: 60px;"><span style="font-size: 14px;">Change or update your company name, address and logo in this section of the account settings.</span></p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">2. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">Payment</span><span style="color: rgb(226, 80, 65); font-size: 18px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;"><strong><span style="color: rgb(0, 0, 0); font-size: 18px;"> Information</span></strong></span></strong></span></strong></p><p style="margin-left: 60px;"><span style="font-size: 14px;">A view only snapshot of your payment status and total users on your account. For more information on payments refer to the <strong>Payment Center</strong> guide.</span></p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">3. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">QuickBooks Connection</span></strong></p><p style="margin-left: 60px;">Use this button to disconnect your HoursLogger account from your QuickBooks Online account. If you're experiencing sync issues, start with disconnecting and then re-connecting your accounts. That is usually the best place to start. If you're still experiencing problems, please reach out to <a href="mailto:support@hourslogger.com">support@hourslogger.com</a> and we'll be happy to help you through troubleshooting.</p><p style="margin-left: 20px;"><strong><span style="color: rgb(226, 80, 65); font-size: 18px;">4. </span><span style="color: rgb(0, 0, 0); font-size: 18px;">QuickBooks Revenue Account</span></strong></p><p style="margin-left: 60px;">This setting determines which income/revenue account is linked between HoursLogger and QuickBooks. For example, when you generate an invoice in HoursLogger and sync that invoice to QBO, we need to know which income account to credit.</p>
This guide explains which objects sync with QuickBooks Online.
It also covers how to log in to HoursLogger using QuickBooks, how to sync invoices, and how to sync time cards.
<p><span id="sync-with-quickbooks-online"><span id="customers"><span style="font-size: 30px;">Sync with QuickBooks Online</span></span></span></p><p>HoursLogger allows you to sync certain objects with QuickBooks Online. You cannot sync HoursLogger with QuickBooks Desktop or QuickBooks Self-Employed.</p><p>Your QuickBooks customers, services, and income accounts are all synced the first time you connect HoursLogger with QuickBooks. After you save time cards or create an invoice, those objects can also be synced with QuickBooks Online.</p><p>There are two main ways people use HoursLogger to sync with QuickBooks. Most users save their times in HoursLogger, create an invoice in HoursLogger using those times, and then sync that invoice to QuickBooks. The alternative method is to save times in HoursLogger, sync the times with QuickBooks, and then generate the invoice in QuickBooks using the times that were synced.</p><p><strong>Note</strong>: You need a QuickBooks Online Essentials plan or better if you intend to sync your times with QuickBooks. Only a Simple Start plan is required to sync invoices. See <a href="https://quickbooks.intuit.com/pricing/">QuickBooks Online</a> for more details.</p><p><br></p><p><span id="which-objects-sync-with-quickbooks"><span id="customers"><span style="font-size: 30px;">Which Objects Sync with QuickBooks</span></span></span></p><p><strong>Customers</strong> - Your QuickBooks Online customers are synced with HoursLogger the first time you connect your account. </p><p>If you create a new customer in HoursLogger, it is created in QuickBooks the next time you sync a time or invoice for that customer.</p><p><img src="https://i.imgur.com/VjyC8k8.png" style="width: 998px;" class="fr-fic fr-fil fr-bordered fr-dib"><img src="https://i.imgur.com/TShgtDL.png" style="width: 998px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><strong>Services</strong> - Your QuickBooks Online services are also synced with HoursLogger the first time you connect your account. </p><p>If you create a new service in HoursLogger, it is created in QuickBooks the next time you sync a time or invoice with that service.</p><p><img src="https://i.imgur.com/CzLBbd3.png" style="width: 996px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/yApP1c6.png" style="width: 995px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><strong>Time Cards</strong> - Your existing QuickBooks Online time activities are not imported to HoursLogger. When a time card syncs with QuickBooks, it maps the time card information in HoursLogger to a time activity in QuickBooks Online. If the time card has already been synced, it will re-sync with the same time activity and update the fields that were changed.</p><p><img src="https://i.imgur.com/gKTr2MM.png" style="width: 995px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/8gSr6S7.png" style="width: 995px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><strong>Invoices</strong> - Your existing QuickBooks Online time activities are not imported to HoursLogger. When an invoice syncs with QuickBooks, it maps the invoice information and line items in HoursLogger to an invoice in QuickBooks Online. If the invoice has already been synced, it will re-sync with the same invoice and update the fields that were changed.</p><p><img src="https://i.imgur.com/dcHqFXz.png" style="width: 995px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/TdO1Qb3.png" style="width: 995px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><strong>Users</strong> - Only the user account that was used to connect QuickBooks with HoursLogger is imported when you first connect. Other users need to be invited to HoursLogger before they can start tracking time. Users in HoursLogger are matched with users in QuickBooks Online based on their first name, last name, and email. This means you'll want your users in HoursLogger to have the same first name, last name, and email as their account in QuickBooks Online. If a time is created and synced for a user that doesn't exist in QuickBooks Online, HoursLogger will create the user for you and will show up as an employee in your QuickBooks Online account.</p><p><img src="https://i.imgur.com/2D7linG.png" style="width: 993px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/s94Smiv.png" style="width: 993px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><strong>Income Accounts</strong> - Your QuickBooks Online income accounts are synced with HoursLogger the first time you connect your account. This is done so new services can be mapped to a QuickBooks income account when they are created. You can change which income account is used when syncing by changing the "QuickBooks Income Account Name" field in your account settings.</p><p><img src="https://i.imgur.com/HcoTvsW.png" style="width: 993px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/8xCtiL8.png" style="width: 993px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="logging-in-with-quickbooks"><span id="customers"><span style="font-size: 30px;">Logging in with QuickBooks</span></span></span></p><p>There are multiple ways you can connect your QuickBooks Online account with HoursLogger and/or sign in using your Intuit account.</p><p>Login from HoursLogger login page using "Sign in with Intuit".</p><p><img src="https://i.imgur.com/WaKP6TC.png" style="width: 989px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Login from QuickBooks App Store.</p><p><img src="https://i.imgur.com/tzEnifP.png" style="width: 988px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Login from your QuickBooks Online account.</p><p><img src="https://i.imgur.com/tLuto1v.png" style="width: 988px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/pSyrUpe.png" style="width: 988px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Login to HoursLogger normally and "Connect with QuickBooks".</p><p><img src="https://i.imgur.com/gDH5c5f.png" style="width: 988px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/KJr5zzC.png" class="fr-fic fr-bordered fr-fil fr-dib" style="width: 988px;"><br></p><p><br></p><p><span id="syncing-invoices"><span id="customers"><span style="font-size: 30px;">Syncing Invoices</span></span></span></p><p>Syncing invoices is the preferred way to sync HoursLogger with QuickBooks Online. </p><p>Save all your times in HoursLogger, then create an invoice using those times. </p><p><img src="https://i.imgur.com/z01XA9o.png" style="width: 986px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Once is the invoice is ready, click the "Sync with QuickBooks" button. </p><p><img src="https://i.imgur.com/ceEyJBk.png" style="width: 985px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p>The invoice will show up in your sales and is ready to send to your customer.</p><p><img src="https://i.imgur.com/6ijti98.png" style="width: 984px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/IR2ZQpg.png" style="width: 985px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="syncing-times"><span id="customers"><span style="font-size: 30px;">Syncing Times</span></span></span></p><p>Syncing time cards is the alternative to syncing your invoices with HoursLogger.</p><p>Save all your times in HoursLogger. When you are ready, select those times in the "Timesheet" page and click "Sync with QuickBooks".</p><p><img src="https://i.imgur.com/izDnPgI.png" style="width: 983px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>All users, customers, and services will be created on the fly if they don't already exist in QuickBooks Online.</p><p>The times will show up in your "Weekly Timesheets" in QuickBooks Online.</p><p><img src="https://i.imgur.com/BSrvVEQ.png" style="width: 984px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/4zLVa2m.png" style="width: 985px;" class="fr-fic fr-dib fr-bordered fr-fil"></p><p>Once the times are in your QuickBooks account, you can use them to create invoices.</p><p><img src="https://i.imgur.com/xwX6FGI.png" style="width: 988px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p> </p><p><br></p><p><span id="how-to-re-sync-objects"><span id="customers"><span style="font-size: 30px;">How to Re-Sync Objects</span></span></span></p><p>Customers, services, and income accounts can be re-synced with QuickBooks by disconnecting and reconnecting.</p><p><img src="https://i.imgur.com/aIgjr5f.png" class="fr-fic fr-fil fr-bordered fr-dib" style="width: 983px;"></p><p><img src="https://i.imgur.com/KJr5zzC.png" style="width: 984px;" class="fr-fic fr-dib fr-fil fr-bordered">There are also buttons in the customers page, edit invoice page, and timesheet page to re-sync the object(s) you want.</p><p><img src="https://i.imgur.com/lfewAbL.png" style="width: 983px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/figTm6t.png" style="width: 984px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/A2k5sNj.png" style="width: 982px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="disconnecting-from-quickbooks"><span id="how-to-re-sync-objects"><span id="customers"><span style="font-size: 30px;">Disconnecting from QuickBooks</span></span></span></span></p><p>You can disconnect from QuickBooks Online by going to your settings and clicking the "Disconnect from QuickBooks" button.</p><p><img src="https://i.imgur.com/aIgjr5f.png" style="width: 983px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="what-if-the-sync-fails"><span id="disconnecting-from-quickbooks"><span id="how-to-re-sync-objects"><span id="customers"><span style="font-size: 30px;">What If the Sync Fails</span></span></span></span></span></p><p>Most of the time, syncing with QuickBooks Online will work seamlessly. However, once in a while things can go wrong for various reasons.</p><p>The most common reason syncing fails is due to authorization issues. If a sync fails, try disconnecting from QuickBooks. Re-connect your QuickBooks account and try the sync again.</p><p><img src="https://i.imgur.com/aIgjr5f.png" class="fr-fic fr-fil fr-bordered fr-dib" style="width: 983px;"></p><p><img src="https://i.imgur.com/KJr5zzC.png" style="width: 984px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Another common reason syncing fails is not having the correct account type needed to sync your times with QuickBooks Online. You must have a QuickBooks Online Essentials plan or better if you intend to sync your times with QuickBooks. Only a Simple Start plan is required to sync invoices. This is driven by Intuit not HoursLogger. See <a href="https://quickbooks.intuit.com/pricing/">QuickBooks Online</a> for more details.</p><p>If you are sure the reasons above are not why the sync is failing, reach out to <a href="mailto:support@hourslogger.com">support@hourslogger.com</a> and a real person will help you figure out what is going on.</p>
This guide explains the different plans and payment options available.
It covers how we calculate your monthly payment, how to sign up, and how to view your past charges.
<p><span id="payment-center"><span style="color: rgb(0, 0, 0);"><span id="plan-types"><strong><span style="font-size: 24px;">Payment Center</span></strong></span></span></span></p><p>The Payment Center is where you manage paying for your account.</p><p><img src="https://i.imgur.com/rUbCtWp.png" style="width: 913px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><img src="https://i.imgur.com/c8x7w9J.png" style="width: 913px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p>HoursLogger has 2 plans: Paid and Free. The Paid plan is $9 per user per month. When you first sign up, you are given a 30 day free trial on the Paid plan. After the 30 days, if you account does not have payment information on file, your account will be converted to the Free plan.</p><p>The Paid plan gives any active users full feature access to the app. The Free plan allows you to create and view times, but you cannot invoice or sync with QuickBooks Online.</p><p><br></p><p><span id="sign-up-for-a-paid-account"><span style="color: rgb(0, 0, 0);"><span id="plan-types"><strong><span style="font-size: 24px;">Sign up for a Paid Account</span></strong></span></span></span></p><p>To sign up for a Paid account, go to the Payment Center and click "Upgrade Account".</p><p><img src="https://i.imgur.com/DNzTyXc.png" style="width: 909px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>There will be a popup that allows you to input your payment information.</p><p><img src="https://i.imgur.com/8PzuGcb.png" style="width: 908px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Your account will be charged for the number of active users on your account.</p><p><img src="https://i.imgur.com/sTLhgVs.png" style="width: 909px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="manage-active-users"><span style="color: rgb(0, 0, 0);"><span id="plan-types"><strong><span style="font-size: 24px;"><span style="color: rgb(0, 0, 0); font-size: 24px;"><strong>Manage Active Users</strong></span></span></strong></span></span></span></p><p>You are only charged for active users on your account. </p><p>You can update your active users by using the checkboxes to indicate which users are active and clicking "Update Users".</p><p><img src="https://i.imgur.com/TQRwo6o.png" style="width: 908px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>Your account will be updated and the upcoming invoice will reflect pro-rated billing changes. Our payment processor handles the pro-ration on the upcoming invoice based on your number of users and their usage. For example, if a user is active for 15 days out of the month, you'll be pro-rated roughly $4.50 on the upcoming invoice.</p><p><img src="https://i.imgur.com/Gm6u7Wk.png" style="width: 909px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>If you have any payment discrepancies, email us at <a href="mailto:support@hourslogger.com">support@hourslogger.com</a>.</p><p><br></p><p><span id="update-payment-information"><span style="color: rgb(0, 0, 0); font-size: 24px;"><span id="paid-plans"><strong>Update Payment Information</strong></span></span></span></p><p>You can change your card information by going to the Payment Center and clicking "Update Card".</p><p><img src="https://i.imgur.com/dhhvN3y.png" style="width: 908px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>A popup will appear that will allow you to update your card information. Don't forget to click "Submit".</p><p><img src="https://i.imgur.com/5rkjARq.png" style="width: 907px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="billing"><span style="color: rgb(0, 0, 0); font-size: 24px;"><span id="paid-plans"><strong><span style="color: rgb(0, 0, 0);"><strong><span style="font-size: 24px;"><span id="billing">Billing</span></span></strong></span></strong></span></span></span></p><p>Your previous charges are listed below your active users. </p><p><img src="https://i.imgur.com/sTLhgVs.png" style="width: 907px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p>If you click on an invoice link, it pulls up a PDF of that bill.</p><p><img src="https://i.imgur.com/IZpi2q4.png" style="width: 908px;" class="fr-fic fr-dib fr-fil fr-bordered"></p><p><br></p><p><br></p><p><span id="cancel-your-subscription"><span style="color: rgb(0, 0, 0); font-size: 24px;"><span><strong>Cancel your Subscription</strong></span></span></span></p><p>To cancel a Paid plan, go to the Payment Center and click "Cancel Subscription".</p><p><img src="https://i.imgur.com/7m82KZ7.png" style="width: 909px;" class="fr-fic fr-dib fr-fil fr-bordered"></p>
