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accounting702
Level 1

make customers not seen in a drop down for timesheet entry by employees

in the time sheets or daily time entry by employees they can see a whole list of our customers ... how do we make that so they don't see that .....

1 Comment 1
Ethel_A
QuickBooks Team

make customers not seen in a drop down for timesheet entry by employees

Hello there, @accounting702.

 

In QuickBooks Online (QBO), employees see all active customers in the timesheet dropdown. There are two ways to hide customers: you can make them inactive or adjust employee permissions, as QBO doesn’t allow customization of the dropdown list.

 

  1. Hover your mouse over All apps, choose Customer hub, and Customers.
  2. Locate the customer you want to hide from timesheets.
  3. Click the  dropdown arrow under Action for the selected customer and choose Make inactive.

    Timesheets.png

To restrict what employees see, you can limit their access to the Customer list or prevent them from selecting certain items in time tracking. This helps control customer visibility.

 

Here's how:

 

  1. Go to the Gear icon and click Manage users.
  2. If employees are assigned as Standard Users, edit their access to a more limited role.
  3. Select Time Tracking Only as their role.

 

This ensures employees can only track time and won’t have customer selection options.

 

Don't hesitate to comment below if you need further assistance in managing the timesheet dropdown in QuickBooks Online.

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