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roofing290
Level 1

Assigning jobs to employees using Quickbooks Time (and QBOnline)

We use QB Time to track time, which is integrated with QB Online. All the jobs/customers and employees are sync from QB Online. When we set up the integration, a year ago, we thought that the best option to assign jobs and customers to employees was individually, so that's how we set it up. Now, we want to change the way to assign jobs. We would like to assign them to all the employees automatically.

 

How can we change that without having to disconnect or turn off the integration?

 

Thanks!

Solved
Best answer May 11, 2021

Best Answers
roofing290
Level 1

Assigning jobs to employees using Quickbooks Time (and QBOnline)

Hi @MonicaM3,

 

Thank you for getting back to me.

 

Unfortunately, the option to import customers only shows up the first time you set up the integration. When we did that, a year ago, we decided that wasn't the best option for us.

 

I tried to find the setting and wasn't able to do it (image attached):

QBT integration.png

I ended up contacting support and they were able to change it for me. Not sure if me not being able to see this setting is a bug or not. I'm the super-admin.

View solution in original post

3 Comments 3
MonicaM3
Moderator

Assigning jobs to employees using Quickbooks Time (and QBOnline)

Hello there @roofing290.

 

Thanks for dropping in to the Community for help with automatically assigning customers to your team. I’m sure this will be a real time saver for you.

 

To change the way you assign customers you will do so in the QuickBooks Online integration preferences:

 

  1. Check the “Import all Customers and Jobs from QuickBooks” box.
  2. Check the “Assign imported Customers and Jobs to all team members” box.

 

Once you have these changes made, any new customers will automatically be assigned to all team members. If you would like to have all of your current customers assigned to all team members, our support team can do that for you in bulk to save you some time.

 

You’re all set! I’m here if you have any additional questions about assigning customers or anything else. Feel free to reach out anytime.

roofing290
Level 1

Assigning jobs to employees using Quickbooks Time (and QBOnline)

Hi @MonicaM3,

 

Thank you for getting back to me.

 

Unfortunately, the option to import customers only shows up the first time you set up the integration. When we did that, a year ago, we decided that wasn't the best option for us.

 

I tried to find the setting and wasn't able to do it (image attached):

QBT integration.png

I ended up contacting support and they were able to change it for me. Not sure if me not being able to see this setting is a bug or not. I'm the super-admin.

View solution in original post

MonicaM3
Moderator

Assigning jobs to employees using Quickbooks Time (and QBOnline)

Thanks for circling back @roofing290.

 

I'm happy to hear that our support team was able to get the setting updated for you. 

 

Please don't hesitate to reach out if you have any additional questions or we can help in any way. 

 

Enjoy your day!

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