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

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

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

Create template

1. Go to All apps , select Time, then select Schedule (Take me there).
   Or, in QuickBooks Time, select Schedule.
2. Select Full, then select Week in the ▼ dropdown.
3. Select Actions ▼ dropdown.
4. After adding shifts to a weekly schedule, select Save Week as Template….
   Note: To add shifts, select Add Shift..., then follow the next steps.
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. Go to All apps , select Time, then select Schedule (Take me there).
   Or, in QuickBooks Time, select Schedule.
2. Select Full, then select Week in the ▼ dropdown.
3. Select Actions ▼ dropdown.
4. Hover over Load Week Template, and select a template.

Rename or delete a template

1. Go to All apps , select Time, then select Schedule (Take me there).
   Or, in QuickBooks Time, select Schedule.
2. Select Full, then select Week in the ▼ dropdown.
3. Select Actions ▼ dropdown.
4. Hover over Load Week Template, select Manage Templates....
5. Do one of the following:
   • To rename it: Select the name, and enter a new name.
   • To delete it: Select the delete icon and Delete again to confirm.
6. Select Close.