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Create, use, and manage weekly schedule templates for QuickBooks Time

by Intuit Updated 2 weeks ago

Learn how to create, use, and manage weekly schedule templates for QuickBooks Time and QuickBooks Online.

If you have QuickBooks Online Essentials, Plus, Advanced, Accountant, or QuickBooks Payroll Premium or Elite, you can create, use, and manage weekly schedule templates for QuickBooks Time there.



Create template

  1. In QuickBooks Online, go to Time, then Time team, and select Schedule.
    Or, in QuickBooks Time, select Schedule.
  2. Select Full, then select Week in the dropdown.
  3. Select Actions.
  4. After adding shifts to a weekly schedule, select Save Week as Template….
  5. Name the template, then Save.

Notes:

  • The newly created template won't include any repeating shifts.
  • The template only saves the shifts displayed based on filter settings.
  • You can't modify what shifts are in a template. If you need to update the shifts in a template, you will need to save a new template.


Use template

  1. Hover over Load Week Template, and select a template.


Rename or delete a template

  1. Hover over Load Week Template, select Manage Templates.
  2. Do one of the following:
    • To rename it: Select the name, and enter a new name.
    • To delete it: Select Delete Delete icon., then Delete again to confirm.

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