Unassigning all customers from all team members?

melissad_sc · ‎March 15, 2024

Our organization just started using QuickBooks Time. Because it's linked to our QuickBooks Online system, it displays all 2,618 customers. Each employee should only be able to see a few customers. If I go into the Manage Customers window, it seems like the only way I can change a customer to be assigned to all is if I click each one, uncheck the inbox, and click save. I don't want to do that manually for all 2,618 customers. Is there a way I can mass uncheck those boxes?

Thanks!

JaeAnnC · ‎March 15, 2024

Welcome to the QuickBooks Community, @melissad_sc.

Currently, we're unable to batch unassign a customer to all team members in the Manage Customers window in QuickBooks Time. You'll need to select a customer and uncheck the box individually.

We appreciate your feedback and understand the importance of this feature to streamline the process. While this option is unavailable, I recommend sending your valuable insight to our software engineers so they can review your suggestion and consider incorporating it in our future product upgrades. To do that:

Go to the question mark (⍰) icon.
Select Suggest idea.
Enter your feature request and click Send idea.

Moreover, here's an article to guide you in approving timesheets in QB Time: Approve, unapprove, and reject timesheets for QuickBooks Time.

Keep in touch if you have additional questions about managing your customers in QB Time. The Community team is here to assist you. Stay safe.

View solution in original post

JaeAnnC · ‎March 15, 2024

Welcome to the QuickBooks Community, @melissad_sc.

Currently, we're unable to batch unassign a customer to all team members in the Manage Customers window in QuickBooks Time. You'll need to select a customer and uncheck the box individually.

We appreciate your feedback and understand the importance of this feature to streamline the process. While this option is unavailable, I recommend sending your valuable insight to our software engineers so they can review your suggestion and consider incorporating it in our future product upgrades. To do that:

Go to the question mark (⍰) icon.
Select Suggest idea.
Enter your feature request and click Send idea.

Moreover, here's an article to guide you in approving timesheets in QB Time: Approve, unapprove, and reject timesheets for QuickBooks Time.

Keep in touch if you have additional questions about managing your customers in QB Time. The Community team is here to assist you. Stay safe.

BrownCountyHumaneSocietyKansas · ‎April 27, 2025

It has been a year since this original post and I am encountering the same issue. Has this been updated and resolved so that we do not have to unassign each individual customer?

KiazzymaeC · ‎April 27, 2025

I understand that manually unchecking each customer to unassign them can be quite time-consuming, BrownCountyHumane. However, the option to uncheck multiple customers at once is currently unavailable at the moment.

In the meantime, you can provide feedback to our Product Development Team. We appreciate your feedback and understanding of this matter. Rest assured that QuickBooks is attentive to your suggestions and may incorporate them into product improvements for an enhanced customer experience.

Here's how to send your idea:

Navigate to the Question mark icon (?).
Select Suggest Idea.
Enter your suggestion.
Once done, click Send Idea.

You can keep track of your suggestions through this page: Customer Feedback.

For more tips on managing your team in QuickBooks Time, check out this article: Manage team member settings and permissions in QuickBooks Time.

Moreover, if you need help with approving timesheets, this article might be useful: Approve, unapproved, and reject timesheets for QuickBooks Time.

If you have further concern in managing your customers in QuickBooks Time, please don't hesitate to reply back to this thread. I'm here to help you out!

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Unassigning all customers from all team members?