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About QuickBooks Time Company Settings

SOLVEDby QuickBooksUpdated 4 weeks ago

To configure company settings, go to Company Settings. Only account administrators are authorised to perform this task.

  • Company Info: Add or update your company information here, including Company Name, Company Website, QuickBooks Time Web Address or Company Identifier, and your company's street address.
  • Admin Contact: The Admin Contact is the main account owner.
  • Custom Options: Upload a custom company logo to your QuickBooks Time account using this tool. See: How to Add Your Company Logo to QuickBooks Time.

Note: An address is required in QuickBooks Time for authentication and billing purposes. If you receive a notification that we don’t recognise your company address in QuickBooks Time, don’t worry. We just need you to verify or update the address in a few quick steps.

The address first displayed is what's listed in your account. Check it for spelling mistakes, missing information, or any needed updates. Do one of the following: 

  • If the address needs to be changed, select Edit. Then, in Company Settings, enter your address and select Save
  • We may offer a suggested address with formatting adjustments. Select the suggested address if it is correct, then select Save.
  • Account: Here, you can view and/or update your Subscription Type, Subscription Term (monthly or annual), and Payment method. Your Account balance and next bill date are also displayed here. Select Change if the subscription type or payment method needs to be updated.
  • Billing Contact: This is the contact that receives invoices and other billing messages.
  • Billing History: This tab contains the history of your account transactions; a charge followed by a payment. It also displays the transaction date and time, type, description, amount, and account balance.
  • Close Account: This provides instructions on how to reach out to request closure of your account. See also: Close your QuickBooks Time account.

Invite your accountant to have full administrative access to your QuickBooks Time account. If your accountant already has their own QuickBooks Time PRO account, sending an invite will allow them to accept access instantly. If they don't have a QuickBooks Time PRO Account, they'll be invited to create one!
For more information on a becoming a QuickBooks Time PRO, see: What is a QuickBooks Time PRO?

  • Date & Time: Set your company Time Zone, Week Start, and preferred date and time formats.
  • Time Entry: Configure team member time entry permissions here.
    • Allow team members to manage their own timesheets: If ticked, this allows all users to sign in from anywhere and completely manage their own timesheets via the Time Slider, Manual Time Card, etc. See: How To Allow Team Members To Enter Time Without Clocking In
    • Allow team members to enter notes on Time Clock and mobile app: If ticked, team members can enter notes when clocking in or out or at any point during their shift. To view these notes, administrators can select Time Entries and then select Timesheets.
    • Allow team members to adjust clock-out time: If team members have been clocked in longer than the threshold defined in the Clock-out override hours setting (preset is 10 hours), ticking this box will allow them to manually adjust their clock-out time.
    • Split timesheets at midnight: If ticked, QuickBooks Time will automatically split timesheets that go through midnight so that hours after midnight are counted for the following day instead of the day of clock-in. Note: ticking this setting will not affect pre-existing timesheets.
    • Hide hours worked from team members: If ticked, team members won't see how long they've been on the clock or view their timesheet reports. This is useful if you're using QuickBooks Time as a simple clock in/out tool, or if your team members are salaried and don't need to see the hours they've worked.
    • Sign out after clock in/out (web only): Team members are signed out of QuickBooks Time when they clock in, switch jobs/customers, or clock out.
  • Time Off: Adjust who can enter your company's time off options here.
    • Administrators and Managers: If ticked, the administrators and managers can enter paid or unpaid time off for team members and themselves.
      • All Team Members: If ticked, team members can enter time off for codes assigned to them. To set up time off codes, see How to Set Up Time Off Codes and Accruals. It is up to an administrator to review time off hours submitted by team members for accuracy.
        • Approval required: If ticked, the team members have to submit requests for time off to be approved by an Administrator or Manager.
  • Tracking: Track your team members while they are on the clock. Set their location settings requirement here. See Use GPS Tracking as an Admin/Manager for more information.
  • Geofencing: This feature is only available for QuickBooks Time Elite accounts. See Set Up and Use Geofencing for more information.
  • Nearby Jobs/Customers: Enable or disable nearby job suggestions when your team members are clocking in.
  • Permissions: If "Allow Team Members to Manage Their Settings" is ticked, team members can edit their own profiles, including username, email address, and timezone (tick or untick the sub-settings as needed).
  • Access Restriction: Set up computer or IP address restrictions to limit where team members can sign into their QuickBooks Time web dashboard. See: How to Restrict or Unrestrict Clock-in Computers or Locations.
    • If they have any of the following permissions, restrictions won't apply:
      • Administrator
      • Manage Authorisation
      • Manage Timesheets for All Team Members
      • Manage My Timesheets
      • Manage User Accounts
      • View Timesheet Reports for All Team Members
      • Mobile time entry
    • Choose one of the following options:
      • Authorise Individual Computers (by cookie): Choosing this option will allow you to authorise a computer by setting a permanent cookie on it. This works best if you only have one or two locations where your team members can sign in. Note: Certain anti-virus and anti-spyware programs clear cookies on a daily basis. If you have this type of software installed, configure the settings to retain specified cookies.
      • Authorise Locations by IP Address: If this option is selected, clock-in is only allowed from computers at locations using an IP Address authorised by an administrator. This works best in offices that run all of their computers on the same network.
      • No Authorisation: Allows team members to sign in, clock in, switch jobs or customers, and clock out from any computer that has internet access. This works best for companies with many team members in many locations, team members that travel regularly, or for team members who aren't regularly around computers.

This allows you to set clock-in and out reminders and schedule notifications that apply to all team members or the indicated user type. (Note: Some of these settings can be overwritten by individual team members. See: How to Change Your Clock-in and Clock-out Reminders.)

This log displays all activity on your account for the past 90 days, including entries showing who's signed in, clocked in or out, adjusted timecards, left notes, installed add-ons, etc. Everything that is done on your account is recorded here with date and time stamps.

To download this information into a spreadsheet, select Download in the bottom left corner of the System Log tab. Choose your desired date range and filter by Groups and/or Team Members if necessary. Then, select Download CSV.

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