removing customers from time clock

Hi @cindee,

Welcome to the Community. Thanks for the opportunity to help with your customer and employee assignments.

With our recent integration, each employee is required to have at least one customer assigned. You can create a customer and name it “back office”, “general office”, or whatever you like and assign that to all employees.

Next, check the preferences to make sure that any future added customers are not automatically assigned to every employee. Here’s how:

1. In QuickBooks Time, choose Feature Add-Ons, then Manage Add-ons.
2. Locate QuickBooks Online Integration and click Preferences.
3. Uncheck “Assign Imported Customers and Jobs to all team members.

Lastly, you can un-assign all of the “real” customers from your employees so they don’t show in the list to select. If you need assistance in updating those assignments, a member of the support team can assist with unassigning customers in bulk. You can reach our support team here: QuickBooks Time support

I’m happy to help if you have any additional questions about the customer assignments or anything else. Just let me know!

I followed the instructions on where to go.  #2 says select quickbooks online integration.  I do not find that under manage add-on.  Now STUCK

Hi there, @rbotts. 

Thanks for following the steps provided by my colleague above.

I took a look at your account and saw that you are integrated with QuickBooks Online Payroll, so you won't see the add-ons as described above. 

Since your integration is active, you'll need to contact support to have them turn off customer assignments, allowing employees to clock in without selecting a customer. I've included the link to connect with support below. 

• QuickBooks Time Support

Let me know if you have any questions or concerns. Take care and have a great day! 

I agree and the same thing is happenig to my client too.  The directions below are not what I'm seeing in QB Accountant 2020   

Hi Debbie B140,

As my colleague shared above, the steps are unavailable on your end since QuickBooks Online payroll is still active.

That said, I'd recommend reaching out to our Phone Support team so they can guide you on how you can remove customers from the employee time clock.

You can contact them through this link: QuickBooks Time Support.

Also, if you want to modify employee hours, you can check this link: Add, Edit, or Delete employee hours.

Keep me posted whenever things happen. I'll be around to help you out. Have a good one.

I noticed after my last integration with Quickbooks that all the customers can up as assigned to all, and I do not find this option to make these changes. 

After my last integration with Quickbooks, att the customers switched to assign to all, and I followed these instructions but do not see this option. I really don't want to unclick each check mark for over 400 customers. 

It's great to see you here today, @Jenn.

Let me route you to the best support who can help manage your integration setup in QuickBooks Time.

As mentioned by my colleagues above, you're unable to see the Assign Imported Customers and Jobs to all team members option once you're integrated with QuickBooks Online Payroll (QBOP). With this, I recommend contacting our Customer Care team. They can turn off customer assignments to allow employees to clock in without selecting a customer. 

To do this using the QuickBooks Time computer app, here's how:

1. For help options, select the Find answers and get help icon.
2. Search existing product help articles.
3. If you can't find an answer to your question, select Chat Now to reach QuickBooks Time chat support.

There are other contact options (for example, phone) that QuickBooks Time offers. To know more about them, please refer to this article: Contact QuickBooks Time support.

Also, you may want to check out this article as your reference in managing users and team members in QuickBooks Time: Add and manage team members in QuickBooks Time. It includes topics about granting permissions and allowing members to edit their profiles, to name a few.

Please don't hesitate to comment if you have other concerns about managing employees and tracking time in QuickBooks Time. I'm always around to help. Take care, and enjoy your day, @Jenn.

I contacted QB Time live chat and was able to be shown by a representative how to remove this manually.

Simply launch the QB time dashboard, on the left-hand ribbon drop down to 'Customers', click on the customer being used, and uncheck the box that is under assignments 'Assign to all team members'

This should do the trick!

What happens when the check box is grayed out and it won't let you uncheck "Show Customers & Jobs" Then what ?

Thanks for joining in on this thread, @tradonoffice1. Let me share information about why a box is grayed out in QuickBooks Time (QB Time).

If you're unable to uncheck the box for Show all Customers & Jobs in QB Time, it's possible that you don't have access to do so. That said, I'd recommend reaching out to your administrator to confirm if you have permission to view customers and jobs. 

However, if you're the admin, we can perform some basic troubleshooting steps to rule out the possibility of a browser issue. It eliminates the accumulated cache that causes challenges when using QB Time. 

First, we can log in to a private window to access QB Time with a clean slate. Here are the keyboard shortcuts we can utilize:

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Shift + N

Then, we can go ahead and see if we're able to uncheck the Show Customers & Jobs box. If it works, let's go back to your regular browser to clear its cache. We can also use a different supported browser to check if it could be a temporary issue with QBO and your current browser.

Moreover, we can add and manage groups, crew, and managers in QB Time. It composes team members who work on the same project or for the same client, is located in the same area, or has similar job responsibilities. This way, it's easier to organize your team members and keep track of their time.

Keep in touch if you have additional questions about managing customers and jobs. The Community is always open to entertaining your concerns. Stay safe!

Why is this a feature that only support can disconnect? Support has not been equipped to handle any of the many issues we've had since moving in to QBO. Hours upon hours have been wasted with support people that can't assist you and can't move you on to someone that can. 

Thanks for joining this thread, karen10.

To have your customer assignments setting turned off, you'll want to continue getting in touch with our Customer Care team. They'll be able to pull up the account in a secure environment and assist you with turning it off.

They can be reached while you're signed in by using your Find answers and get help icon.
 

Be sure to review their support hours so you'll know when agents are available.

If you're not able to get the customer assignments option turned off, request a case number, and update me here in this thread.

I'll be here to help if there's any additional questions. Have an awesome day!

^this is it folks, everything else will result in these coming back over and over. Make sure you set-up a general customer too for everyone to login/out to. It's required per an earlier support thread.

Hello,

Not sure if this is the correct thread, but we also went through this issue. I was able to correct it and fix employees' hours, however I did not notice that there were still some time entries that were associated with a customer. The problem is, we have run payroll for that pay period and it seems I am unable to unselect a customer for a previously paid time entry. Luckily, it seems the paycheck amounts for the employees' paychecks are still correct, but is there a way I can fix this error on my books? My numbers are off due to there now being an expense for the customer that the time entries were associated with. In other words, a small amount of a handful of employees are being paid via time through the customer, rather than simply being paid directly by us.

Thank you in advance!

Thanks for reaching out to the Community, CrownCreations.

I would love to help you, but I need some information about your concern. Could you please provide more details regarding the customer's time entries?

Any additional info or a screenshot of the interface will be greatly appreciated. We are looking forward to your reply. Have a good one!

@Maybelle_S Sure thing! Here is a screenshot of the time entries. I can also still open them, however I do not have the option to edit any part of these entries. Any ideas on how I can get my numbers corrected back on the QuickBooks Online side of things?

Thank you!

I know a possible reason why the option to edit your timesheets is unavailable in QuickBooks Time (QBT), @CrownCreations. Let me elaborate on it in detail.

After the timesheets are transferred to QuickBooks, QBT will activate a lock on them to prevent duplicate exports, which means the option to edit will no longer be available. If you want to make changes or remove a timesheet that has already been exported, you can use the Unlock Exported Time tool.

Modifying your time entries in QuickBooks, considering that the timesheets were already utilized in your previous payroll, has the potential to disrupt your payroll further.
 

If you still want to edit your time entries despite the possible risk, here's how:

Step 1: Unlock time Note: You can only unlock time up to 90 days in the past.

 First, you need to remove the “export lock” on your desired timesheets.

1. In QuickBooks Time, go to the QuickBooks dropdown and select Unlock Exported Time.
2. Choose a Start Date and an End Date.
3. Select All employees to select which employees you want to unlock time for.
4. Review the timesheets, then select Unlock Timesheets.
5. In the notice that displays, select Confirm unlock.

Step 2: Unapprove time
 

Then, to make edits, you need to unapprove the timesheets. 

1. Go to Approvals and choose the same date range and employees you chose to unlock.
2. Select Unapprove for each employee.

For detailed information, kindly visit: Unlock QuickBooks Time timesheets exported to QuickBooks.
 

Since there will also be changes on your payroll in QuickBooks, you'll need to contact our QuickBooks Payroll Support for the adjustments.

Furthermore, it might be beneficial for you to explore this provided link that includes informative articles to assist you in effectively handling your time records: QuickBooks Time Help Articles.

I hope I was able to address your QuickBooks concerns effectively. If you have any more queries or require additional assistance, just leave a comment below. I'm always ready to lend a hand.

Hey there, DHeraV!

I appreciate the information here, however I am already aware of this. I have been able to go back into the old time entries to edit them, however when I do so, I am unable to change the item that I need to.

The Customer drop-down menu has a Customer in the respective time entries. My issue is that I am unable to 'unselect' this option. In other words, it is making me choose a Customer. Normally, there is no Customer associated with my employees' time entries.

I have already spoken with some QuickBooks experts over the phone earlier today. They informed me that there is no way to go back and change this piece of information, using the QB Online + QB Time software that my Company is currently using. So, they were unable to create a solution for me. If you have any additional information, it would be quite helpful.

Also: This issue will not happen again in the future, as I have found an easy way to check if this error happens again before running payroll. That being said, the solution that I came up with to fix these old entries was to create a fake Customer, change all of the incorrect entries to be associated with that company (rather than a real Customer), then in the backend on my books I have the expenses being moved to the correct account via fake invoice/payment. A bit difficult to know if the money is in the correct accounts. May have to work with my CPA to double-check.