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 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:
Check the “Import all Customers and Jobs from QuickBooks” box.
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.