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Manage shifts in QuickBooks Workforce

by Intuit Updated 1 week ago

Learn how to add, edit, and delete shifts in QuickBooks Workforce. 

You can also add, edit, and delete shifts through the web dashboard.

Add a shift

Note: You need to have the correct permissions before you can add a shift in the Workforce app.

  1. Sign in to QuickBooks Workforce.
  2. Select Schedule, then select Add +.
  3. Enter these items in the shift editor window. All are optional except the date, and start and end times:
    • Title
    • All-day
    • Date
    • Start and End Times
    • Job or Customer
    • Team Members
    • Location
      1. Will auto-fill with suggested locations from Google maps.
    • Colour
    • Add note
    • More fields (custom fields)
  4. Do one of the following:
    • Save Draft: Saves the shift without publishing it to the assigned team members' calendars. Will display in white in the calendar. 
    • Publish: Assigns the shift to team member and manager calendars. Published shifts display in their selected colour.

Edit a shift

  1. Select Schedule, then Full Schedule, and select the shift.
  2. Select Edit Image of the edit icon..
  3. Make the changes, and select Publish.

Delete a shift

  1. Select Schedule, then Full Schedule, and select the shift.
  2. Select More optionsMore_QBTime_US_Ext_052223.png, then Delete. Select Delete again to confirm. 

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