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Lynn918
Level 3

Assigning Employees to Customer/Projects

Is there a way to assign every employee to every new customer/project when syncing from QuickBooks?  Every time I add a new project in QuickBooks, I have to go into TSheets and assign it to all employees.  Thanks.

2 Comments 2
JamesDuanT
Moderator

Assigning Employees to Customer/Projects

This works as designed, Lynn918.

 

QuickBooks Online is the one receiving the data from TSheets. Hence, you'll need go to TSheets when you have set up a new project in QBO. You can use these links for reference: 

You can reach out to TSheets support team to see if there is an integration that can automate the assigning of new projects to employees.

  1. In your QBO account, select Apps on the left menu.
  2. Go to the My Apps tab and click the Action button for Tsheets.
  3. Select Support.

Aside from that, we also have the Intuit Developer page. There are QuickBooks users, engineers, and other developers that can also share their ideas about the integration process between TSheets and QBO.

  1. Go to this link and log in to your Intuit account: https://help.developer.intuit.com/s/.
  2. Select QuickBooks Online under What do you need help with?.
  3. Click Ask a Question and enter the details of your concern.
  4. Select Ask.

Feel free to get back to us if you have more questions about assigning the projects to the employees in TSheets.

Lynn918
Level 3

Assigning Employees to Customer/Projects

Thank you, but when I set up a project in TSheets, it does not sync with QBO.  After syncing all hours, a notation will come up saying something like, these hours were not synced to QBO as the project was set up in TSheets.  That's why I set up the project in QBO, then I have to go to TSheets and select that it applies to all users.  It's too many steps to track a project.

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