Set up your team to track time

Learn how to set up your team’s permissions so they can track billable time to clients.

Let your team track their time directly in QuickBooks Online Accountant. Add your team members as employees or suppliers, give them the right permissions, and have them track their own time.

Step 1: Add your team to QuickBooks Online Accountant

Add your accounting team to QuickBooks Online Accountant.

Step 2: Add team members and check permissions

Set up your team as employees or suppliers, so you can create timesheets and track their hours for them.

If you want them to be able to track their own time, add them to your team list. This gives them permissions so they can enter timesheets for themselves.

View and update permissions on your team

1. Follow this link to complete the steps in product
2. Select the team member you want to give access to, then select Edit from the Action column.
3. From the Roles section, select the dropdown ▼ and select the level of access your team member needs.
   Note: Select View role descriptions to know more about firm access roles.
4. From the Edit client access section, select the checkbox next to client names.
5. Select Save changes.

Step 3: Track time

Now that everything is set up, your team can track their time. Follow these steps each time you need to track time for yourself or a team member:

1. Select + New or + Create.
2. Select Single time activity to enter one timesheet, or select Weekly timesheet to enter multiple timesheets.
3. Select the supplier or employee from the Name ▼ dropdown.
   Note: Select + Add new to create a new employee or supplier profile.
4. Select a customer from the Customers ▼ dropdown.
5. Select the Billable (per hour) checkbox, then enter the rate per hour.
6. In Start date, enter the date the activity occurred.
   Note: The current date is automatically entered in the date field, but you can change it if needed.
7. In Notes field, enter a description of the activity.
8. Enter the number of hours and minutes worked in Duration (hh:mm) field. Alternatively, Turn on Set start and end time then select a Start time and an End time.
   Note: In the Weekly timesheet, enter the daily hours in the hh:mm fields under each day column.
9. Select Save and close.