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Set up clock in and out in QuickBooks Time via dial-in

by Intuit Updated 6 months ago

Notes:

  • This feature is no longer available to add to accounts.
  • This feature only works in the U.S. and Canada.
  • The additional cost is $1.50 per month, per employee that is actively using this feature.
  • Employees can either clock in and out using their own phone number (be sure to add their number to their Employee Editor), or from authorized numbers set up in the Dial-In Preferences by selecting Restrict users to specified phone numbers.
  • Employees must have the Mobile time entry permission to use the Dial-in feature.

Use the following instructions to manage dial-in, if you already have it set up in QuickBooks Time.

  1. If you haven't already, provide the employee with your QuickBooks Time team or company URL (for example, companyname.tsheets.com), their username, and the phone number you were just assigned. If the option was selected, provide them with their assigned Employee # as well.
  2. We also suggest that you provide the employee with the following link: How to clock in switch jobs or customers and clock out via dial-in.


Set up short codes for jobs or customers

Short codes let employees clock in to specific jobs or customers.
Note: Short codes must be created using numbers 0-9 and can be no more than eight digits in length.

  1. Go to Jobs or Customers.
  2. To the right of the job/customer, select the Pencil icon (edit job icon).
  3. Enter a short code, and select Save.


Set up short codes for custom fields

This lets employees select items in Custom fields you may have set up.

  1. Go to Feature Add-ons, then select Custom Fields.
  2. To the right of the custom field, select Edit.
  3. If not already filled out, add a short code.
  4. Next to an item, select the three dots, then Edit Item.
  5. Enter a short code, and select Save.


Dial In Log

View a report of all calls made. Go to Reports, then  Dial In Log. This report includes:

  • Time of call
  • First and last name of the employee calling
  • Number they called from
  • Call duration
  • Recording or transcript of any voice notes left

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