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AlbertD
Level 3

QB Time Approval Workflow for External User Timesheet/Project Validation and Authorization

Hi community!

 

We use QBTime integrated with QuickBooks Advanced and QuickBooks Online Payroll Premium. More and more clients are requesting to be an approver (i.e., authorizer/validator) of timesheets for our labor hour contracts. How can I get the ability to add an external user with their email address in QBTime that isn’t an employee, contractor, or user in QBO, and then add them as an authorizer/validator for just the QB Project that our employee is entering hours for? In addition, after our client authorizes, the approval will route to me as the Employee approver (i.e., admin) to approve the timesheet and export to QBO like we do today. For this to happen, we’d like to have the ability to:

  1. Create an external user (a client) using their external email address that isn’t integrated with QBO.
  2. Assign the external user to the project that our employees are entering hours for.
  3. Approve the external user to “validate” and “authorized” the hours entered.
  4. The external user validation/authorization button when clicked would notify and route the project/timesheet to the timesheet approver (like me), e.g., an approval workflow process.
  5. The timesheet approver would then click the existing “Approve” button and “Export Approved Time”.
  6. An audit trail of the timesheet and project approval workflow process would be logged and pdf printable like the existing timesheet reporting by project today.

 

Does anyone else need this feature? Thank you!

5 Comments 5
Mark_R
QuickBooks Team

QB Time Approval Workflow for External User Timesheet/Project Validation and Authorization

We're taking notes of your feedback and suggestion, @AlbertD.

 

At this time, QuickBooks Time only allows you to add team members, groups, crews, and managers to manage the approval workflow. Thus, creating an external user is currently unavailable.

 

I can see that this option is helpful to you and your business. This way, you can let the external user validate and authorize timesheets. For now, I encourage submitting feedback directly to our product engineers. They may look into this suggestion and consider adding the option in the future update. To send feedback, you can follow the steps below:

 

  1. Log in to your QuickBooks Time account.
  2. At the bottom, select Suggest an idea.
  3. Enter your idea, then select Post a new idea or Vote for an existing idea. Then, select a category.
  4. Describe the idea, and click Post idea.

 

I'm adding this article for more guidance: Submit feedback to QuickBooks Time.

 

You might also want to learn more about managing team members, groups, crews, and managers. These articles will provide you the detailed steps and information:

 

  • Add and manage team members in QuickBooks Time
  • Add and manage groups, crews, and their managers in QuickBooks Time

 

Please let me know if you need further assistance adding users in QuickBooks Time. I'm still open to your replies, @AlbertD.

AlbertD
Level 3

QB Time Approval Workflow for External User Timesheet/Project Validation and Authorization

We already use all the features in QBTime, but our clients are becoming more demanding in their contracts and solicitations regarding being part of the timesheet approval process. They know it exists with QBTime competitors like DataBasics, etc. External user support was there prior to the integration with QBO, and it never came back. Intuit should really bring it back and add an approval workflow module as a new feature. Thanks again!

echester
Level 2

QB Time Approval Workflow for External User Timesheet/Project Validation and Authorization

The need for client time approvals is long overdue.  Almost all of our clients request prior time approval before invoicing.  Many other platforms offer this including ADP, Xero, etc.

AlbertD
Level 3

QB Time Approval Workflow for External User Timesheet/Project Validation and Authorization

100% agree. One thing I wish the Intuit QB team did more frequently is comment back to these threads to better inform us as users if it's a feature they're working on or not.

uday1
Level 2

QB Time Approval Workflow for External User Timesheet/Project Validation and Authorization

This feature is way overdue. 

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