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Set up clock in and out via text message for QuickBooks Time
by Intuit• Updated 9 months ago
Notes:
- This feature is no longer available to add to a QuickBooks Time account.
- This feature only works in the U.S. and Canada.
- The additional cost is $1.50 per month, per employee that is actively using this feature.
- Each employee must clock in and out using their own phone number (Employees). The system cannot distinguish between two employees using the same phone to clock in and out.
- Employees must have the Mobile time entry permission to use the Dial-in feature.
Use the following steps to manage your existing text-in feature:
Set up Job or Customer short codes
Short codes let employees clock in to specific jobs or customers.
Note: Short codes and aliases must be no more than eight characters in length. If you also have the dial-in add-on installed, you will be asked to use digits for text messaging short codes and aliases.
- In the Text messaging preferences window, select Assign Short Codes.
- In the Manage Jobs (or Customers) window, to the right of the job code/customer, select the Pencil icon ().
- Enter a short code, and select Save.
Set up Custom Field short codes
These let employees enter information into custom fields, such as Billable, Supplies, Mileage, etc.
- Go to Feature Add-ons, then select Custom Field.
- Select a custom field, and then select an item in that list
- Enter a short code, and select Save.
Print a cheat sheet for employees
- Back in the Text Messaging Preferences window, select the blue Printable Text Messages Cheat Sheet link, and print or save it for your employees.
- If you haven't already, provide the employee with your QuickBooks Time company URL (for example, companyname.tsheets.com), their username, and the phone number you were just assigned.
- We suggest that you provide the employee with the following link: How to Clock In, Switch Jobs or Customers, and Clock Out via Text
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