Manage shifts in QuickBooks Workforce

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 .
3. Make the changes, and select Publish.

Delete a shift

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