When I synced QB with TSheets, every single customer became active in TSheets. How do I prevent this? How can I deactive 99% of them in TSheets?

Hi there @lisa94! Welcome to the community. Not to worry, I'm sure we can get you squared away. When you integrate, TSheets will import all active customers in QuickBooks. To determine the best next steps, can you give me a few more details on your situation? Are you only tracking time for a few, but not all of your customers? Is deactivating them in QuickBooks an option? This will be the most effective way to make sure QB and TSheets are aligned. 

If not, I would recommend un-assigning any customers that you do not wish employees to see in TSheets. When a customer isn't assigned to any employees, it will not appear as an option when clocking in or out. Only you as the admin will be able to see them in TSheets. You can do that in the following way: 

1. Go to Customers.
2. Select .
3. To unassign, uncheck Assign to all team members, or select Edit to deselect all the boxes. Then go back and Save.

I do also want to be sympathetic to how many jobs you have, so if this is unfeasible in any way, let me know and we can figure out something together. 

Hello.

I am in this same situation. We are only tracking time for a small group of employees and they will never be assigned to a customer. How can I delete or un-assign them from everyone. I've already changed the setting to not have customers included on future imports. 

Thanks!

Hi-you have to call [removed]

They can uncheck them all 

I am having the same issue.  I have over 2,000 customers and do not bill time to customers.  I want to unassign ALL the customers.  Is there a way to do that without have to go into every customer and unassigning?  

Hello emmon123,

Thank you for connecting with us! Yes! There is a way to do this without unassigning each customer. You would need to call our Support Team, and they will be happy to unassign every customer for you. We can be contacted at 888.836.2720 or if you prefer our chat service.

Please let me know if you were able to get this done. If you have any other questions, I will be delighted to assist! Take care. 

is it possible to set a switch to prevent the auto assignment of all new  customers?   We have manually unassigned them on each existing customer which took ages - but dont want to have to keep turning this off as we add new one.   It was Especiallt tedious to turn them off for each customer as the luists automatically defaults to the beginning so you have to scrool back therough the list as you lose your place AND cannot search by assigned to bring them to the top of the list.

can we set it so future ones also do not get auto assigned.

Hello there, @elui.

I just got here the steps to ensure your customers won't be assigned to your team members in QuickBooks Time. 

To unassign a customer to your team member, all you need to do is to mark all the customers as inactive in QuickBooks before performing the integration. This way, the customer will no longer be visible to employees. I'll show you how:

1. Select Customers and click the pencil icon.
2. Next, go to the customer to be removed.
3. Then, uncheck Assign to Everyone. 

You'll learn more about this by going to the Customers and Jobs section of this article: QuickBooks Time and QuickBooks Desktop Integration FAQs.

However, in case you've already done integrating and need to change the settings, I'd recommend reaching out to our Customer Care team to assist you in performing a different set up. 

In case you'll want to edit your preferences after the integration, you can simply go to the QuickBooks Integration Preferences window.

Also, running reports to review your employee time, monitor approved hours, track hours against each job or customer, etc. is a breeze in QuickBooks time. 

I'm just a few clicks away if you have additional queries about unassigning customers to your team members in QuickBooks Time. Feel free to drop your comment below. Have a good one.