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Set up your team to track time in QuickBooks Online Accountant

by Intuit4 Updated 3 months ago

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 vendors, give them the right permissions, and have them track their own time.

Step 1: Add your team to QuickBooks Online Accountant Payroll

Add your accounting team to QuickBooks Online Accountant Payroll. If you're adding a full-time employee, add them as an employee. If you work with contractors, add them as a vendor.

Step 2: Add team members and check permissions

Set up your team as employees or vendors, 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. Go to Team.
  2. Select the team member you want to give access to. Then select Edit.
  3. From the Access to your firm's QuickBooks ▼ dropdown, select the level of access your team member needs.
    Note: Select View role descriptions to know more about firm access roles.
  4. Change the Firm users permission to Standard all access.
  5. Select Save changes, then select Update info.

Step 3: Track time

Track and manage your team members’ timesheets in QuickBooks Online. Or you can also let them track their own time.

QuickBooks Online Accountant

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