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Manage shifts in QuickBooks Workforce
by Intuit•1• Updated 2 months ago
Learn how to add, edit, and delete shifts in QuickBooks Workforce.
You can also add, edit, and delete shifts through the web dashboard.
Add a shift
Note: You need to have the correct permissions before you can add a shift in the Workforce app.
- Sign in to QuickBooks Workforce.
- Select Schedule, then select Add +.
- Enter these items in the shift editor window. All are optional except the date, and start and end times:
- Title
- All-day
- Date
- Start and End Times
- Job or Customer
- Team Members
- Location
- Will auto-fill with suggested locations from Google maps.
- Color
- Add note
- More fields (custom fields)
- Do one of the following:
- Save Draft: Saves the shift without publishing it to the assigned team members' calendars. Will display in white in the calendar.
- Publish: Assigns the shift to team member and manager calendars. Published shifts display in their selected color.
Edit a shift
- Select Schedule, then Full Schedule, and select the shift.
- Select Edit
.
- Make the changes, and select Publish.
Delete a shift
- Select Schedule, then Full Schedule, and select the shift.
- Select More options
, then Delete. Select Delete again to confirm.
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