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Level 3

TSheets custom fields service items

Is it possible to make the service items in the custom fields section of TSheets not automatically apply to all employees?  I use many billing codes to which the employees don't code their time. I already have the employee codes set up that I want to use, but every time I add a new product/service code in QB, I have to come over to TSheets and remove the employees if I don't want the employees to use the code!

1 Comment 1

TSheets custom fields service items

Hi there @CYCBusiness1526! This is an excellent question. At this time, there is not a way to prevent new service items from being auto-assigned, however, if I understand correctly, you use a handful of consistent employee codes that do not change, is that correct? If so, you can prevent automatic imports of Service Items to TSheets so that unwanted items don't sync over without you doing so intentionally:

  1. With TSheets open in a web browser, click the QuickBooks menu in the top right corner. 
  2. Select Preferences
  3. Under Automatic import from QuickBooks, uncheck Service Items
  4. Close Preferences

This will allow new employees, jobs/customers, etc. to come over but not new Service Items. 



All this being said, I think this would be a great feature request. I'd be happy to submit one on your behalf if you're interested!


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