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william.snell
Level 1

How to connect client to tsheets

I NEED TO TALK TO A HUMMAN

1 Comment 1
CharleneMaeF
QuickBooks Team

How to connect client to tsheets

I've got the steps to help you connect a client to TSheets, william.snell.

 

Here's how:

  1. Once signed in, select Client Apps, then choose a client.
  2. Locate TSheets Time Tracking and then select it.
  3. Select Get App Now.
  4. Under Install for Your Client, click the drop-down menu to locate the client.
  5. Choose a billing type and then select Install.
  6. Sign in to your TSheets PRO account.
  7. Choose to Create a new TSheets client account or Link to an existing customer account, then select Next.
  8. From the Payroll Settings window, select pay period and overtime settings and then click on Next.
  9. In the What do you want to track? window, select items to import into TSheets, and then click Next.
  10. In the You are now connected to TSheets window, select Go to TSheets. You are now in your client's TSheets account.

 

After that, you can now assign an account administrator. Then, invite them. I'll guide you how:

  1. Go to My Team.
  2. Locate the account admin, and select their name.
  3. Select the Permissions tab.
  4. Next to User Type, select Administrator Save, and then click Save.
  5. Select the General tab, and at the right of the email, choose Send Invite

 

Once done, the client will receive an email invitation to begin using TSheets. You'll also receive an email when your client accepts the invitation.

 

If you'd like to speak to one of our representatives to guide you with the process, you can click this link to get the full information to contact them.

 

Additionally, you may want to consider attending a hosted webinar. There, you can learn more about TSheets and how we can help you with your business.

 

For other TSheets concerns, we're always here to assists you.

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