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Rianna187
Level 2

Clocking in without choosing a customer on the app?

I was wondering if there was a way I could create a timesheet on Tsheets without choosing a customer on the app? I don't need one for the office work, but it won't let me get past that point. I don't have the option to choose (no customer), so how do I go forward?


Thanks!

Solved
Best answer April 22, 2020

Best Answers
sberti
Moderator

Clocking in without choosing a customer on the app?

Hi @Rianna187,

 

Getting answers to you quickly & efficiently is our #1 priority!

 

In regards to the Computer version of TSheets versus the Mobile App version of TSheets - there should be no difference.

I do want to take a few steps with you to make sure we have everything streamlined;

 

  • First, make sure your TSheets App is up to date with the latest version, please check your app store and see if your TSheets App needs to be updated.

 

Next, I want you to check to see if you are logged into the correct TSheets Account on both the Computer & on your App;

 

  • For the Computer in the web address bar, it should say your TSheets URL, for example, "COMPANYNAME".tsheets.com
  • On your App, you should either see your picture or initials in the top left corner, Click on that circle and there you should see the TSheets Web Address - this should match the one you see on your Computer Web Address bar.

 

If they do not match then we know that you will need to log into the correct account for BOTH the Computer & the Mobile App.

 

If they do match then we can move on to some other things to check.

 

On the mobile app, in the SAME area where you found your TSheets Web Address at the very bottom make sure your App has run its sync within the last 30 mins.

 

Let's have you check all of those areas first and let me know how it all looks so we can then see what else we need to do to make sure both your Computer & your App are working together properly!

 

Hope to hear from you soon.

View solution in original post

18 Comments 18
sberti
Moderator

Clocking in without choosing a customer on the app?

Hello, @Rianna187 welcome to The Community!

 

I see it's your first time here and I am so glad you were able to find us to get your questions answered.

 

My name is Sherissa and I am happy to help you with the issues you are having.

 

I see you are trying to track time, but you are not wanting to track it against a specific Customer/Job.

 

If the Admin of the TSheets Account has enabled the account to track time against Customers/Jobs then there is no way to not select something to track time against. My suggestion though is for the Admin to add a general job like "Office Work" into Quickbooks and sync it over to TSheets for you to track time against if it does not fit into any other category.

 

I hope this helps - if you have any other questions please don't hesitate to reach back out to us!

Rianna187
Level 2

Clocking in without choosing a customer on the app?

Thank you for your quick response!
So is the Tsheets app different from the Tsheets online version in that sense then? Online I don't have to choose a customer, but on the app I do to be able to save manual time entries.

 

Rianna187
Level 2

Clocking in without choosing a customer on the app?

Thank you for your quick response!

So is Tsheets online different than the Tsheets app in that sense then? Online, I am able to create a manual time entry without choosing a customer, but on the app I am not able to save anything without choosing a customer.

sberti
Moderator

Clocking in without choosing a customer on the app?

Hi @Rianna187,

 

Getting answers to you quickly & efficiently is our #1 priority!

 

In regards to the Computer version of TSheets versus the Mobile App version of TSheets - there should be no difference.

I do want to take a few steps with you to make sure we have everything streamlined;

 

  • First, make sure your TSheets App is up to date with the latest version, please check your app store and see if your TSheets App needs to be updated.

 

Next, I want you to check to see if you are logged into the correct TSheets Account on both the Computer & on your App;

 

  • For the Computer in the web address bar, it should say your TSheets URL, for example, "COMPANYNAME".tsheets.com
  • On your App, you should either see your picture or initials in the top left corner, Click on that circle and there you should see the TSheets Web Address - this should match the one you see on your Computer Web Address bar.

 

If they do not match then we know that you will need to log into the correct account for BOTH the Computer & the Mobile App.

 

If they do match then we can move on to some other things to check.

 

On the mobile app, in the SAME area where you found your TSheets Web Address at the very bottom make sure your App has run its sync within the last 30 mins.

 

Let's have you check all of those areas first and let me know how it all looks so we can then see what else we need to do to make sure both your Computer & your App are working together properly!

 

Hope to hear from you soon.

Rianna187
Level 2

Clocking in without choosing a customer on the app?

It must be something else going on since everything is synced and I'm logged in, but we did decide to make a customer/project called Office Work and start using the customer regardless to better track our employee clock ins.


Thank you for your help!

sberti
Moderator

Clocking in without choosing a customer on the app?

@Rianna187,

 

That is great to hear, it always best to over track rather than under track!

 

If you do end up needing anything else never hesitate to reach back out to us, have a great rest of your day.

nikblanch
Level 2

Clocking in without choosing a customer on the app?

I am the admin for our account and am trying to navigate TSheets. I did not check anything to assign employees to customers. How do I change that? Our employees do not work for a specific customer. We are a dental office

Kiala_S
QuickBooks Team

Clocking in without choosing a customer on the app?

Good morning, @nikblanch! Hope your morning is going well, happy Friday! :)

 

I have a couple of questions for you so we can figure out the best course of action for your account. Are you integrated with QuickBooks Desktop or Online? Do you need customers in your TSheets account?

 

If you are integrated, you'll need to call support if you no longer want customers in your account. They can uncheck that option in your QuickBooks preferences (it will be grayed out to you). This will prevent any more customers from coming over from your QuickBooks account and you can either have them unassign all team members from those customers or you can have them delete them. 

 

You can reach TSheets support by either calling 888-836-2720 or choosing the Chat With Us option when you are logged into your account, or at tsheets.com.

 

If you aren't integrated you can unassign your employees from the customers or customize who is assigned to them. Here's how:

  1. Log into your TSheets account as admin.
  2. Go to Customers on the left menu.
  3. Select   .
  4. To unassign, uncheck Assign to all team members, and then select Edit to deselect the team members. Then go back and Save.

I'm also more than happy to continue helping you here in the Community. Just reply to this post with any questions you have!

 

 

nikblanch
Level 2

Clocking in without choosing a customer on the app?

I contacted support via chat and they had no idea how to uncheck the option to require customers and jobs assigned in tsheets.  They claimed it was a Tsheets issue. I tried to explain it was a set up on their side.

I do not want employees assigned to a job or customer, so that really is all I need to do. It's hard when you try and contact support sometimes as you don't always get the same answer. Any help you can give me will be appreciated.  

Kiala_S
QuickBooks Team

Clocking in without choosing a customer on the app?

Hello @nikblanch, sounds like you weren't able to get the help you need in chat. I should have been more specific about contacting TSheets chat. I'll message you privately so we can get this sorted!

marblong
Level 1

Clocking in without choosing a customer on the app?

I am having the exact same issue and cannot get a resolution from anyone. Did you have luck finding a solution?

marblong
Level 1

Clocking in without choosing a customer on the app?

Were you able to get an answer for this? Because I am having the same issue and can't seem to get a resolution anywhere.

Jessica_young
Moderator

Clocking in without choosing a customer on the app?

Hope your week is off to a good start, @marblong.

 

We can definitely customize the option so the selection of a customer is not necessary.

 

My colleague, @ksiman is right.  If you are integrated, you'll need to call QuickBooks Time support if you no longer want customers in your account. They can uncheck that option in your QuickBooks preferences (it will be grayed out to you). This will prevent any more customers from coming over from your QuickBooks account and you can either have them unassign all team members from those customers or you can have them delete them. 

 

Here's how you can reach out to our awesome QuickBooks Time Support Team: Contact QuickBooks Time support.

 

If you aren't integrated you can unassign your employees from the customers or customize who is assigned to them. 

 

Any other questions you may have on this, I'm here to help. I'm only a post away! Have a fantatstic Monday.

jennifer1721
Level 1

Clocking in without choosing a customer on the app?

Hello,

 

My company has had this issue since November 2020 and every time we contact tsheets (now QuickBooks time), we spend hours chatting or on the phone, and no one knows how to either point me in the right direction or fix this setting for us. It's been almost 6 months of this for us and we need it resolved right away. We ended up having to create a dummy customer for our office staff to track their hours and this should not be the case. I should be able to edit this setting or at least reach someone who can help me figure it out. If anyone knows how to fix this issue, please help.

MonicaM3
Moderator

Clocking in without choosing a customer on the app?

Hi @jennifer1721,

 

Thank you for reaching out to the Community. I’m sorry to hear that you haven’t been able to get this resolved.

 

You’re right, you shouldn’t have to create a “dummy” customer as a workaround.

 

I’m here to help and want to make sure we get this handled. Please look for a PM from me with additional details.

 

Take Care!

mjasi
Level 2

Clocking in without choosing a customer on the app?

Did anyone got this solved? We got the same issue. It started today. We loved TSheets before and now is a mess.I been on the chat with Quickbooks and they told me that they cannot take the customers off of TSheets because it's integrated with QB.

Candice C
QuickBooks Team

Clocking in without choosing a customer on the app?

Greetings, @mjasi

 

Thanks for reaching out to the Community and sharing your experience. 

 

It's possible that there were some wires crossed when you talked with our support team. They should be able to adjust this for you and your business. 

 

Let's ensure that you're getting in touch with our QB Time support team. I recommend using the phone number listed on this contact page: Contact QuickBooks Time support

 

You'll need to ask support to globally unassign all customers from employees and prevent auto assign-all. Once you're done, the customers will no longer be required on timesheets. 

 

If you have any follow up question or concerns, don't hesitate to ask. We're always here to have you back to help get your business running back smoothly. Have a great day!

xylemllc
Level 1

Clocking in without choosing a customer on the app?

Can you just pm everyone asking about it then, since you don't seem to want to give the solution here? 

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