Skip to main content
C
CB917
October 28, 2024
Question

Customer Time and Overhead Time

  • October 28, 2024
  • 1 reply
  • 0 views

How do I adjust my TSheets/Workforce settings to allow some employees to assign their time to a Customer and some of my employees (office staff) not? The QB help staff has been completely unhelpful and I've called multiple times.

 

 

1 reply

S
Shania_C
October 28, 2024

Hello there, @CB917.

 

Let me present some helpful tips on adjusting TSheets/Workforce settings to differentiate time tracking for specific employee groups in QuickBooks Online (QBO).

 

Here is how to adjust TSheets/Workforce settings for selective employee time assignment:

 

  1. Log in to your QuickBooks Timesheets as admin.
  2. Go to Company Settings and choose Time Options.
  3. Under Time entry, tick the Allow team members to manage their own timesheets.
  4. Then click Save.

 

To allow the employee to manage timesheets, you can go to My Team, under the permissions tab tick Manage my timesheets, and select Save.

 

 

 

If a customer hasn't been set, you can add one by following these steps:

 

  1. Go to My Team click the three dots, and click edit
  2. Select the Customers tab pick Manage Customers and click +Add.
  3. Fill in all the information, untick the Assign to all team members box, and click Edit.
  4. Find and choose an employee whom you want the customer to assign.
  5. And Save.

 

 

 

After completing the customer setup, employees will be able to clock in and allocate their time to a designated customer.

 

I'm also adding these resources to help you learn how to choose the ways your team members can track time for QuickBooks Time and QuickBooks Workforce:

Choose how your team members can track time for QuickBooks Time.

 

Also, how to track and manage your team’s time in QuickBooks Time web: Create and manage jobs or customers for QuickBooks Time.

 

Thanks for dropping by, @CB917. Please know that the Community forum is always open to help you again if you have other concerns or follow-up questions in adjusting TSheets/Workforce settings to differentiate time tracking for specific employee groups in QuickBooks Online (QBO).

C
CB917Author
October 28, 2024

Assigning customers to an employee is not my question. My question is how do I assign a customer to some employees and NOT TO OTHERS. 

 

My office staff cannot use TSheets at all as they cannot enter time without a customer. If they pick a customer QBO incorrectly puts the expenses on a customer instead of overhead.

 

This is a very common thing in any business. 

J
JorgetteG
October 28, 2024

Thank you for returning to this thread to clarify your concern, @CB917. Let me guide you through adjusting the settings to make customer selection optional.

 

Here's how:

 

  1. Log in as Admin:
    • Sign in to your QuickBooks Time account as admin.
  2. Navigate to Customers:
    • On the left-hand menu, click on Customers.
  3. Edit Customer Assignments:
    • Choose the customer you want to edit.
    • Click Edit to select specific team members.
    • Uncheck the Assign to all team members box to unassign a team member.
    • Select the Assign to all team members box to choose a team member, then hit save.

Following these steps will allow you to set different permissions for employees based on their roles, ensuring their time is recorded correctly without affecting customer-specific expenses.

 

For more detailed guidance, refer to this article: Create and manage jobs or customers for QuickBooks Time.

 

Also, when entering time manually, select No in the Billable section to prevent it from being marked as expenses.

 

 

Additionally, you can explore this article to keep track and manage your time in QBO: Track and manage QuickBooks Time. 

 

To access past payslips or generate payroll reports, check this helpful guide: Understanding the Navigation Menu in QuickBooks Online.

 

We believe that every customer's needs are unique, and we are committed to providing personalized support to help you make the most out of QuickBooks Time. Just reach out, and we will be happy to assist you every step of the way.

Terms & ConditionsAccessibility statement