Skip to main content
C
Cindee 12
May 4, 2021
Question

removing customers from time clock

  • May 4, 2021
  • 4 replies
  • 0 views

How do I remove customers from the employee time clock 

 

We do not bill customers or vendors for the employee's time -- All 56 employee can see all vendors and customers which is not their business 

    4 replies

    MonicaM3
    MonicaM3
    May 5, 2021

    Hi @cindee11_2,

     

    Welcome to the Community. Thanks for the opportunity to help with your customer and employee assignments.

     

    With our recent integration, each employee is required to have at least one customer assigned. You can create a customer and name it “back office”, “general office”, or whatever you like and assign that to all employees.

     

    Next, check the preferences to make sure that any future added customers are not automatically assigned to every employee. Here’s how:

    1. In QuickBooks Time, choose Feature Add-Ons, then Manage Add-ons.
    2. Locate QuickBooks Online Integration and click Preferences.
    3. Uncheck “Assign Imported Customers and Jobs to all team members.

     

    Lastly, you can un-assign all of the “real” customers from your employees so they don’t show in the list to select. If you need assistance in updating those assignments, a member of the support team can assist with unassigning customers in bulk. You can reach our support team here: QuickBooks Time support

     

    I’m happy to help if you have any additional questions about the customer assignments or anything else. Just let me know!

    C
    cclearlynow
    July 2, 2021

    I followed the instructions on where to go.  #2 says select quickbooks online integration.  I do not find that under manage add-on.  Now STUCK

      Tori B
      Tori B
      July 2, 2021

      Hi there, @cclearlynow. 

       

      Thanks for following the steps provided by my colleague above.

       

      I took a look at your account and saw that you are integrated with QuickBooks Online Payroll, so you won't see the add-ons as described above. 

       

      Since your integration is active, you'll need to contact support to have them turn off customer assignments, allowing employees to clock in without selecting a customer. I've included the link to connect with support below. 

       

       

      Let me know if you have any questions or concerns. Take care and have a great day! 

      D
      Debbie B140
      February 11, 2022

      I agree and the same thing is happenig to my client too.  The directions below are not what I'm seeing in QB Accountant 2020   

      Adrian_A
      Adrian_A
      February 12, 2022

      Hi Debbie B140,

       

      As my colleague shared above, the steps are unavailable on your end since QuickBooks Online payroll is still active.

       

      That said, I'd recommend reaching out to our Phone Support team so they can guide you on how you can remove customers from the employee time clock.

       

      You can contact them through this link: QuickBooks Time Support.

       

      Also, if you want to modify employee hours, you can check this link: Add, Edit, or Delete employee hours.

       

      Keep me posted whenever things happen. I'll be around to help you out. Have a good one.

      J
      jrher_
      January 10, 2023

      I contacted QB Time live chat and was able to be shown by a representative how to remove this manually.

      Simply launch the QB time dashboard, on the left-hand ribbon drop down to 'Customers', click on the customer being used, and uncheck the box that is under assignments 'Assign to all team members'

       

      This should do the trick!

      C
      CrownCreations
      September 5, 2023

      Hello,

       

      Not sure if this is the correct thread, but we also went through this issue. I was able to correct it and fix employees' hours, however I did not notice that there were still some time entries that were associated with a customer. The problem is, we have run payroll for that pay period and it seems I am unable to unselect a customer for a previously paid time entry. Luckily, it seems the paycheck amounts for the employees' paychecks are still correct, but is there a way I can fix this error on my books? My numbers are off due to there now being an expense for the customer that the time entries were associated with. In other words, a small amount of a handful of employees are being paid via time through the customer, rather than simply being paid directly by us.

       

      Thank you in advance! 🙂

      M
      Maybelle_S
      September 6, 2023

      Thanks for reaching out to the Community, CrownCreations.

       

      I would love to help you, but I need some information about your concern. Could you please provide more details regarding the customer's time entries?

       

      Any additional info or a screenshot of the interface will be greatly appreciated. We are looking forward to your reply. Have a good one!

      C
      CrownCreations
      September 6, 2023
       

      @Maybelle_S Sure thing! Here is a screenshot of the time entries. I can also still open them, however I do not have the option to edit any part of these entries. Any ideas on how I can get my numbers corrected back on the QuickBooks Online side of things?

       

      Thank you!

      Terms & ConditionsAccessibility statement