Do not require Customer in Timesheet entry

I'd be glad to guide you in removing a customer from your timesheet entries in your QuickBooks Time, @kfaught.

Before that, it is important to know that if you have QuickBooks Online (QBO), deleting a customer will remove them from QuickBooks entirely. Therefore, it's best to unassign the customer from all team members instead of deleting them.

Here's how to unassign:

1. Open your QuickBooks Time.
2. Go to Customers.
3. Choose a customer you want to unassign.
   
4. Click the pencil icon, then untick the box beside the Assign to all members.
5. Once done, click Save.
   

Moreover, I'm adding this article for detailed information about creating and managing jobs/customers using QuickBooks Time: Create and manage jobs or customers for QuickBooks Time.

Finally, I've added this article as your reference in tracking and managing your time as a team member in QuickBooks Time: Track and submit your time in QuickBooks Time web.

Let us know if you have other concerns with removing customers from your timesheet entries or other QuickBooks-related issues. We're here to help you in any way we can.

I know how to unassign a customer.  We want to turn off requiring the customer field entirely.  We are only requiring a class and don't want to have to enter a customer field at all.

Thanks for returning here. @kfaught. 

At the moment, there's no button to turn off requiring the Customer field entirely when entering time. To disable this is to unassign them to your employees or team members.

You can follow the steps my colleague provided above to perform it manually. Or you can contact QuickBooks Time (QB Time) support to have it done in batch for you. 

Here's how:

1. Click the Question mark tab (?) beside the Bell icon.
2. Select Product Help.
3. Then, click Contact Us below.
4. Enter a brief description of your concern. Then, Continue.
5. Choose Callback or Chat. 

In the meantime, you can submit feedback to our Product Development Team to take note of this feature and see if they can add this to our future product updates.

I'll also share this article to guide you on managing your employee timesheets after clocking in and out: Approve, unapproved, and reject timesheets for QuickBooks Time.

You can reply here if you have additional questions about the customer field in the timesheet entry. We'll assist you as soon as possible. Stay safe, and have a good one.

I have the same problem with our company. For my login for time it doesn't require a customer code however for my workers under me it requires a customer code.

A specific setup has been established for your employees, which is why they're encountering a prompt for a code during time log-ins, Rachel. Let's work together to disable these requirements moving forward in QuickBooks Time.

Let's navigate to the Customers tab to turn off the feature and prevent your employee from receiving this code again.

Here's how:

1. Choose a customer and click the Pencil icon. 2. On the next window, erase the assigned code and uncheck the Assign to all team members under the Assignments section.

3. Press the Save button once done.

I'll share this article to help you manage your employee timesheets after they clock in and out: Approve, unapproved, and reject timesheets for QuickBooks Time.

You'll want to understand how to track, edit, and submit your time as a team member in the QuickBooks Time web dashboard, see this page for more insights: Track and submit your time in QuickBooks Time web.

If you have any further questions regarding customer and employee time entry requirements, please feel free to reply here. We're here to help and will respond as quickly as possible.

Is there a way to do a mass uncheck for customers versus doing it one at a time? We have hundreds of customers and having to do it one by one will take forever

I appreciate your follow-up inquiry, Rachel. Let me provide a swift response to your question.

For now, there's no batch action feature to uncheck the Assign to all team members box for multiple customers. To unassign a customer from all members, you'll need to individually click the Pencil icon for each customer profile.

For more comprehensive information about customer management, please see this article: Create and manage jobs or customers for QuickBooks Time.

I can see that having the ability to uncheck the box for multiple profiles could significantly reduce your workload, particularly if you're managing a large number of customers in QuickBooks Time.

I'd recommend sending this as a feature request or a product suggestion to our development team. You can do this by following these steps:

1. Click the Pencil icon in the upper-right hand corner, then select Suggest Idea.
2. Enter your feedback or suggestion, then select Send Idea.

For your convenience, I'd like to provide you with some additional resources that can be helpful when using QuickBooks Time to track customer-related hours:

• Reactivate a deleted job or customer in QuickBooks Time
• Clock in, switch jobs or customers, and clock out via text in QuickBooks Time

Remember, the Community is always available if you need further assistance or have new questions about QuickBooks Time. We're committed to providing support whenever you require it.