Add and manage team members for QuickBooks Time

Note: If you use QuickBooks Online or QuickBooks Online Payroll, you can invite team members there. 

Invite multiple team members at once:

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Select Add team members, then Send invitations.
   • A list of team members who have not yet been invited or who have not yet accepted an invitation, displays. Only team members with an email address or mobile number on file can be invited.
5. All team members with an email address or mobile number on file will be selected automatically. Deselect individual team members you don't want to invite, or select Deselect all and individually select those you do want to invite.
6. Under Email / Text, select Send an email invitation, or Send a text message invitation. If there’s a mobile number on file, text message is the default invitation.
7. Select Invite [#] Team members.

Send a new invite or resend an invite to an individual team member:

1. In QuickBooks Time, go to My Team and select a team member to open their details.
2. In General, select Send invite or Resend invite.

When your team member gets the invitation:

They’ll create a new Intuit account, or use one they already have to sign in. They’ll be taken to their QuickBooks Time account and given a short video tutorial. They’ll also get a welcome email with extra training help and information.

Important: A team member must be invited to QuickBooks Time before they can set up and use their QuickBooks Time account.

Add team members in QuickBooks Online

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to Time team, and select Add team members. 
4. To add an employee, select Add employee.
   1. Fill in the required fields, then select Save or Continue. 
5. To add a contractor, select Add contractor.
   1. On the Expenses page, select Add your first contractor or Add a contractor.
   2. Fill out the required fields, then Add contractor.

Add team members manually in QuickBooks Time

1. Go to My Team.
2. Select Add team members, then Add manually.
3. Enter their information, and select a role.
   1. Note: Role options here are Administrator, Worker, and Payroll Manager. If you'd like to change a user's role or set up a custom user, see Grant permissions to a team member.

4. If you'd like an invitation to be sent to the team member(s), enter their email address(es) and/or mobile number(s), and select Send an email invitation, or Send a text message invitation.
5. Select Add Team [#] Member(s).

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. In QuickBooks Time, go to My Team, make changes in the Team Member Details window, and select Save.
4. In QuickBooks Online or QuickBooks Online Payroll, go to Payroll, then Employees or Contractors.

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Select a team member.
5. Select the Permissions tab, adjust the permissions, and select Save.

See Team member settings and permissions in QuickBooks Time.

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to Company Settings.
4. Select My Team, then Permissions.
5. Check the Allow Team Members to Manage Their Settings box.
6. Select Save.

Archiving a team member removes their settings and prevents them from being able to sign in and use QuickBooks Time. Their data and timesheets remain viewable in reports but can’t be edited.

In QuickBooks Online, archiving removes them from the time-tracking list only. They stay in your employee or contractor list. If you have QuickBooks Online Payroll, you have to manage the employee through Payroll. 

As an admin or manager, you can still view their timesheets and reports, but you can't edit them after archiving. To remove access for that team member, you can do so using the Access toggle in My Team.

Archive one team member

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Next to the team member's name, select More options .
5. Select Archive, then Confirm.

Archive multiple team members

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Select Add team members, then select Import from software.
5. Select Spreadsheet (.csv).
6. Select Export team member list, then select Export List.
7. Open the spreadsheet, and in the active column, change the status to archived.
8. Save the spreadsheet.
   1. If you are using a different spreadsheet program (Excel, Google Sheets, and so on), save the updated file in .csv format before uploading.
9. In QuickBooks Time, select Choose File, find the file, and select Open.
10. Select Next, then Import List if everything looks correct for the import. 

When you reactivate a team member, you need to setup all personalized settings and invite them to the account again.

Reactivate one archived team member

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Under View, select Archived.
5. Next to the team member's name, select More options .
6. Select Unarchive, then Confirm.

Reactivate multiple archived team members

1. Follow this link to complete the steps in product
2. Select Go to Classic QuickBooks Time.
3. Go to My Team.
4. Select Add team members, then select Import from software.
5. Select Spreadsheet (.csv), then select Export team member list.
6. Open the spreadsheet, and in the active column, change the status from archived to active.
7. Save the spreadsheet.
   1. If you are using a different spreadsheet program (Excel, Google Sheets, and so on), save the updated file in .csv format before uploading.
8. In QuickBooks Time, select Choose file, find the file, and select Open.
9. Select Next, then Import List if everything looks correct for the import.