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kris44dad
Level 2

Is there any way to make the Customer field required during time ticket entry?

We don't book any time that is not attached to a customer.  Is there any way of making the customer field required when entering time?   I few of our employees forget.

3 Comments 3
Rasa-LilaM
QuickBooks Team

Is there any way to make the Customer field required during time ticket entry?

Thank you for visiting the Community today, kris44dad.

 

Yes, you can make the Customer field mandatory when entering time. We'll have to select the Assign to all team members option to achieve your goal. 

 

Here's how:

 

  1. Open your QuickBooks Time company and head to the Customers menu on the left panel to open the Manage Customers screen. 
  2. From there, select the customer's name and click the Pencil icon to display the Edit Customer window.
  3. In the Assignments section, tick the Assign to all team members box and tap the Save button to apply the changes. 

For in-depth information about the process, including the instructions to manage job levels, refer to this article: Create and manage jobs or customers for QuickBooks Time.

 

In case you wish to assign or restrict custom fields and their items or you need further information to complete a specific task in QuickBooks Time, browse through each link for guidance:

 

Stay in touch if you have additional questions about assigning jobs to team members or other time-related concerns. I'll get back to provide the assistance you need, kris44dad.

kris44dad
Level 2

Is there any way to make the Customer field required during time ticket entry?

The field is already there. I want it mandatory to fill it in.

ChristineJoieR
QuickBooks Team

Is there any way to make the Customer field required during time ticket entry?

I understand you require more convenient functionalities from the Customer field under the Time entry within QuickBooks Time, kris44dad. Let me share more information about this matter.

 

QuickBooks Online doesn't provide the ability to mark the Customer field as "Required" when entering time transactions. The tagging functionality in QuickBooks Time is focused on creating customizable labels to track transactions but doesn't extend to setting specific fields as required during data entry.

 

I suggest you send a request to our product developer. This way, they'll see your recommendation and consider counting it in the subsequent schedule update.

 

Follow the steps below:

 

  1. Sign in to QuickBooks Time, and select Help .
  2. Select Suggest Idea.
  3. Enter your idea in the box section.
  4. Once done, press the Send Idea.

 

 

That's it. I'm excited to provide more information on any QuickBooks Time-related topic. Please add it in the comment section. May you have a great day.

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