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Intuit

Reactivate a deleted job or customer in TSheets

Instead of deleting a job/customer from your account, we recommend you unassign the code from your team members instead. It will remain in your Jobs/Customers list, but your team members will not see it when they track time, and it's easy to recover.

  1. In TSheets, select Jobs or Customers.
  2. Select the pencil icon next to the job you need to unassign.
  3. Uncheck Assign to all team members, then select Edit.
  4. Make sure no team members are assigned here.
  5. Select the back arrow, then Save.

Note: If you did delete the job/customer, do not create a replacement job or customer before following the steps below. If you've already created a replacement job or need help with this procedure, please contact TSheets Support.

Non-integrated accounts

To re-import the job, the name and formatting must match the original exactly. If you need to check the spelling and formatting, you can locate a past timesheet tracked against that code in a report or in the Timesheets List.

To import the deleted customer:

  1. In TSheets, select Jobs.
  2. Select More, then select the Import/Export (.csv) link.
  3. Select the Export tab > Existing Jobs.csv.
  4. Add the deleted job into the spreadsheet, and select File > Save As.
  5. Select a location, make sure the File Format is .csv, and select Save.
  6. Back in TSheets, in the Import Jobs window, select the Import tab.
  7. Select Choose File, select the .csv file, and then Open.
  8. Leave the first 2 boxes checked under Options and then select Import. The job code will be restored.

Integrated accounts

If your account is integrated with QuickBooks, Reckon, or Xero, customers/jobs can be restored using the integration. You can either re-activate the customer/job in that software or, if it is already active, make a temporary change to the name of the job/customer in that software (to update the last modified date). Then, run a sync/import to bring it back into TSheets.

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