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Set up your team to track time in QuickBooks Online Accountant

by Intuit Updated 1 month ago

Learn how to set up your team’s permissions so they can track billable time to clients.

As a ProAdvisor, your team can track their time for projects, billable time, or any other work directly in QuickBooks Online Accountant. We'll show you how to add your team members as employees or vendors, give them the right permissions, and track their time.

Step 1: Add your team to QuickBooks

First, add your accounting team to QuickBooks Online Accountant. If you're adding a full-time employee, add them as an employee. If you work with contractors, add them as a vendor.

Step 2: Add team member and check permissions

After you set up your team as employees or vendors, you can create timesheets and track their hours for them.

But, if you want them to be able to track their own time, add them to your team list. This gives them permissions so they can enter timesheets for themselves.

To see who already has permission on your team:

  1. Go to Team.
  2. Select the team member you want to give access to. Then select Edit.
  3. Select Firm Administration and Books.
  4. Change the Firm users permission to View only.
  5. For Customers and accounts receivable and Vendors and creditors, select Yes.
  6. Select Save.

Step 3: Track time

With your team set up, you can track their time in QuickBooks, or let your team track their own time.

QuickBooks Online Accountant

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