Time sheet project options include hundreds of clients and projects: how can I simplify for employees so they see only what they are assigned to?

Hello there, @slbradio. Thank you for the detailed information about your concern in managing your employees to have an appropriately limited list of active projects they can charge their time to and other details beyond their access privileges in QuickBooks Online (QBO). We'll ensure to share some insights about this matter.

We understand the importance of keeping your employee's access and the security of your client's information in our program. In your case, we currently don't have this option in QBO. We can send feedback to our product development team to review this feature and may add this in future enhancements.

1. Go to the Gear icon.
2. Choose Feedback.
3. Enter your comments or product suggestions.
4. Then, click Next to submit feedback.
   
   

You'll want to check the following articles for details about managing user access in the program:

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online

Additionally, you may visit these articles for future references in managing timesheets and team members in QuickBooks:

• Enter a weekly timesheet in QuickBooks Online
• Enter your time in QuickBooks Online
• Turn on and set up time tracking in QuickBooks Online

You can always contact us again for other questions about managing permissions in QBO. I'll be here to back you up anytime. Keep safe always, @slbradio! 

Thanks, but I already know these things. The problem is that the Projects/Clients in the Timesheet pick list includes things that it shouldn't...I've checked the Lists in QBO and they are as they should be. Why would Timesheets contain Projects and Clients that are different and, in my case, inappropriate?

Hello, slbradio. 

I'd be happy to help double-check the assigned jobs or projects for your employees if they assign the jobs to them. This way, you can ensure they only have access to the data you've granted them.

In QuickBooks, when a job is assigned to an employee, they can track their time against the desired job. However, If a team member is not assigned to a job, they will not be able to view it on their time card. To check the assigned job permission of your employees, you can follow these steps.  

1. Go to Jobs.
2. Choose Edit.
3. Assign or unassign:

• To assign, select Assign to all team members or Edit to choose team members. Then go back and Save.
• To unassign, uncheck Assign to all team members or select Edit to unassign specific team members. Then go back and Save.

For more information about this feature, check out this article: Create and manage jobs or customers in QuickBooks Time.

We'll be right here if you need more assistance with this. Have a great day, and always take care!