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HyJohn
March 20, 2021
Solved

Editing a Name in QuickBooks Time

  • March 20, 2021
  • 3 replies
  • 0 views

I have an employee in QuickBooks Time that has the wrong middle name.  How do I edit the name of the employee?

Best answer by Jessica_young

Hey there, @HyJohn.

 

This is a great question and will depend on if you're integrated with a QuickBooks product.  If so, we'll start in QuickBooks. Here's what you'll do:

  1. In QuickBooks, go to Payroll, then select Employees.
  2. Find the employee you need to edit the middle name.
  3. Enter all information you need in QuickBooks Time as you'd like to see it. 
  4. Select Save.

If you simply need to edit a freestanding employee that did not originate from QuickBooks, here's how you can do that:

  1. Go to My Team.
  2. Select the team member who needs their middle name updated.
  3. In the Details window, make the changes, and select Save.

You can read more on this process by checking out this article: Add and manage team members in QuickBooks Time.

 

Let me know what other questions you may have on this, I'm happy to help! Have a fantastic start to your week! 

3 replies

Jessica_young
Jessica_youngAnswer
March 22, 2021

Hey there, @HyJohn.

 

This is a great question and will depend on if you're integrated with a QuickBooks product.  If so, we'll start in QuickBooks. Here's what you'll do:

  1. In QuickBooks, go to Payroll, then select Employees.
  2. Find the employee you need to edit the middle name.
  3. Enter all information you need in QuickBooks Time as you'd like to see it. 
  4. Select Save.

If you simply need to edit a freestanding employee that did not originate from QuickBooks, here's how you can do that:

  1. Go to My Team.
  2. Select the team member who needs their middle name updated.
  3. In the Details window, make the changes, and select Save.

You can read more on this process by checking out this article: Add and manage team members in QuickBooks Time.

 

Let me know what other questions you may have on this, I'm happy to help! Have a fantastic start to your week! 

    H
    HyJohnAuthor
    March 22, 2021

    Thanks a ton.  I was able to fix the name.

    Jessica_young
    Jessica_young
    March 22, 2021

    Woohoo! @HyJohn.

     

    So happy we were able to get this worked out. Let me know if I can assist with anything further.

     

     

    J
    jenowens
    September 13, 2023

    I am running into a similar issue except my person has the wrong display name.  Is there a way I can alter that?  I already changed their preferred name in QuickBooks but it hasn't altered the display name in time.

    K
    Kurt_M
    September 13, 2023

    Thanks for joining the thread, Jen.

     

    We appreciate you reaching out here in the Community space, and we'd like to take this opportunity to thank you for allowing the team to help you with your query. Please know that if you've altered the employee's name in QuickBooks Online (QBO) and integrated QuickBooks Time (QB Time) into it, you'll have to sync it inside your QB Time account for changes to flow. We'll be happy to write down the steps to get you going:

     

    1. Access your QuickBooks Time company.
    2. On the top-right corner, click QuickBooks or the QB logo.
    3. Select Import.

     

    For visual reference, see the screenshot attached.

     

     

    Furthermore, here are some articles to help you manage team members, time entries, configure your current time off set up, and manage time offs inside QB Time:

     

     

    Should you need further assistance with this or a task you'd like to complete inside the program, Jen. We've got you covered, and we'll help you out again. Feel free to visit us anytime. Take care, and have a nice day! 

    B
    beancounter21
    December 12, 2023

    This didn't work.  I'm using Quickbooks Online Payroll and Quickbooks Time.  I successfully imported from inside QB Time, but it still shows the legal name for my Team member, not the preferred first name I entered in QB Online Payroll.  What am I missing?

     

    S
    Shania_C
    December 12, 2023

    Allow me to dive into this thread to assist you, @beancounter21. I’ll provide you valuable details concerning showing the legal name of your team and not the preferred first name you entered in QuickBooks Online Payroll to QuickBooks Time.

     

    The ability to show the preferred first name and not the legal name in QuickBooks Time from QuickBooks Online (QBO) Payroll is not yet available at the moment, even if you decide to change the preferred first name in QuickBooks Payroll it will still show the legal name in QuickBooks Time.

     

    Here is a photo for your reference:

     

    Furthermore, here is an article you can use if you want to make changes to your QuickBooks Time profile and learn how to add and manage your team members for QuickBooks Time and QuickBooks Online:

     

     

    Please do keep in touch if you have more concerns with QuickBooks Time and QuickBooks Payroll. I'll be here to guide you some more. 

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