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Upgrading to QuickBooks Time Elite

SOLVEDby QuickBooks1Updated 1 month ago

If you are upgrading your account from QuickBooks Time Premium to QuickBooks Time Elite, rad! You’re getting some cool new features. Here’s a little more about what you can expect with these new additions to your account.

Note: You won’t lose any information, including time tracked, during your upgrade

Upgrade your account

  1. Go to Settings ☸ and select Subscriptions and billing.
  2. Select Upgrade your plan.
  3. Select Choose Plan for Elite and follow the steps for billing confirmation.

Projects

Using Projects, you can set up time estimates to track the progress made on a project. You can break your estimates down by individual tasks, or keep it simple with total hours. You can also see live updates, like note and clock ins/outs, for each active project in the Activity Feed.

Note that existing timesheets will not be transferred into any new projects you create. This feature will only apply to time moving forward. Set up your jobs or customers as normal, and then use the Projects feature to set up any active projects your team will be working on.

See Set Up and Use Projects for more information.

Geofencing

Geofencing alleviates time spent editing and correcting timesheets. Physical addresses added to your jobs and customers will allow team members to receive notifications from QuickBooks Workforce (formerly QuickBooks Time mobile app) to clock in or out based on when they entered or left the job site.

See Set Up and Use Geofencing for more information.

Timesheet Signatures

This feature enables a signature box on each timesheet for employees to sign as they clock out. The signatures are viewable by an admin or manager in Time Entries and many reports.

See Add and View Timesheet Signatures for more information.

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