Customers in Quickbooks time

Thank you for bringing up your concern regarding customer visibility settings in QuickBooks, @06152001. Let's collaborate to modify the settings so that only designated team members can access specific client information, ensuring your privacy requirements are fulfilled.

Regularly reviewing and updating permissions is important for effective organizational management, particularly as your team or customer base evolves. By conducting regular audits, you can ensure that only the right team members have access to sensitive customer information.

To begin, let's double-check the visibility permissions you have set for the customer or client:

1. Log in to your QuickBooks Time account.
2. Navigate to Customers.
3. Choose the customer you want to edit and then click the Pencil icon.
4. Next to Assign to all team members, click on the Edit button.
5. Check the employee you would like to view.

Sometimes, settings do not save correctly, or there could be an oversight in selecting the appropriate permissions or team members.

If your employee is using the web, let's perform some troubleshooting steps to check if this is a browser-related matter. In such cases, a cached browser or damaged webpage data can lead to unusual behavior when accessing QuickBooks-related pages. Doing so will help you identify and troubleshoot the issues.

To start, let's access your QuickBooks Online account using a private browser window. This mode prevents websites from storing cookies or tracking your browsing history:

• Mozilla Firefox: CTRL + Shift + P
• Microsoft Edge: CTRL + Shift + N
• Google Chrome: CTRL + Shift + N
• Safari (for Mac users): Command + Shift + N

Once done, let's return to your regular browser and clear its cache to refresh your browser's preferences. If the issue persists, consider using a different supported browser.

On the other hand, if your employee is using the app and your jobs or customers haven't synced with it, you need to reset the app.

Before resetting the app, ensure that any timesheet data stored on your mobile device has been synced with the web dashboard. If you don't do this, you can lose your timesheet data.

To reset the app, follow these steps:

1. Open the app and select More.
2. Go to Settings.
3. Select Reset App.
4. Confirm by selecting Reset App.

Additionally, ensure that QuickBooks Online has all recent changes fully saved and synced.

In QuickBooks Time, permissions can be managed both at the company level and for individual team members. The following articles can help you configure company settings for QuickBooks Time:

• Manage team member settings and permissions in QuickBooks Time
• Update company settings for QuickBooks Time

You can also refer to this article for guidance on using the "Who's Working" window in QuickBooks Time and QuickBooks Online: Use the Who's Working window for QuickBooks Time.

Additionally, consider utilizing QuickBooks Live Bookkeeping to simplify your accounting procedures, maintain accuracy in your financial records, and access expert support. This service can help you concentrate more on expanding your business.

If you need further assistance with customer visibility settings, please feel free to reach out to us. We're here to ensure your QuickBooks tools work effectively. Have a great day and best wishes for your business!