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kfaught
October 30, 2024
Question

Do not require Customer in Timesheet entry

  • October 30, 2024
  • 1 reply
  • 0 views

We have the customer/job as required in our QuickBooks Time setup but have decided that it should not be required.  How do we turn it off?

1 reply

G
GenmarieM
October 30, 2024

I'd be glad to guide you in removing a customer from your timesheet entries in your QuickBooks Time, @kfaught.

 

Before that, it is important to know that if you have QuickBooks Online (QBO), deleting a customer will remove them from QuickBooks entirely. Therefore, it's best to unassign the customer from all team members instead of deleting them.

 

Here's how to unassign:

 

  1. Open your QuickBooks Time.
  2. Go to Customers.
  3. Choose a customer you want to unassign.
  4. Click the pencil icon, then untick the box beside the Assign to all members.
  5. Once done, click Save.

 

Moreover, I'm adding this article for detailed information about creating and managing jobs/customers using QuickBooks Time: Create and manage jobs or customers for QuickBooks Time.

 

Finally, I've added this article as your reference in tracking and managing your time as a team member in QuickBooks Time: Track and submit your time in QuickBooks Time web.

 

Let us know if you have other concerns with removing customers from your timesheet entries or other QuickBooks-related issues. We're here to help you in any way we can.

K
kfaughtAuthor
November 4, 2024

I know how to unassign a customer.  We want to turn off requiring the customer field entirely.  We are only requiring a class and don't want to have to enter a customer field at all.

Bryan_M
Bryan_M
November 4, 2024

Thanks for returning here. @kfaught. 

 

At the moment, there's no button to turn off requiring the Customer field entirely when entering time. To disable this is to unassign them to your employees or team members.

 

You can follow the steps my colleague provided above to perform it manually. Or you can contact QuickBooks Time (QB Time) support to have it done in batch for you. 

 

Here's how:

 

  1. Click the Question mark tab (?) beside the Bell icon.
  2. Select Product Help.
  3. Then, click Contact Us below.
  4. Enter a brief description of your concern. Then, Continue.
  5. Choose Callback or Chat. 

 

In the meantime, you can submit feedback to our Product Development Team to take note of this feature and see if they can add this to our future product updates.

 

I'll also share this article to guide you on managing your employee timesheets after clocking in and out: Approve, unapproved, and reject timesheets for QuickBooks Time.

 

You can reply here if you have additional questions about the customer field in the timesheet entry. We'll assist you as soon as possible. Stay safe, and have a good one.

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