Hello there, danie3.
We can invite them to access their own time tracking records. That said, adding employees where they can enter timesheets doesn't mean that they can access client's records.
Before adding them to your book, you'll have to turn on the I've got steps for you to follow.
Once done, continue following the steps below.
Please get back here if you have follow-up questions. I'll be around. Take care!
Thanks for your reply, but it does not solve my situation, or I am missing something.
1) As mentioned I have an accounting practice. I am talking about the "Practice" books. Thus different settings than a normal company records as a client.
2) If I go to the gear icon on the "practice" books, it does not give me the option to go to "manage users". I can only manage my "team".
3) If I want to edit or add a team member, then it does not give me the option to only select time sheets / time tracking. The options I have to edit a team member are limited and I can't see how I edit the setting that they only be able to do time sheets, without having viewing rights on my invoices debtors etc.
Hello again, danie3. I appreciate you following up with the thread and providing details.
The option to add a user for Time Tracking only applies to clients accounts. In QuickBooks Online Accountant (QBOA) this is not applicable as you can only add users as an Accountant member as "My Team".
Moreover, when adding a user, you can restrict your team member on what client they can access in the Team windows. Also, they can create a timesheet and name it under their name if you're referring to have a time tracking access to your team members.
To give you more details about how to manage your firm’s team members and configure their access to use timesheets, check these articles:
You can always get back to me if you have any other questions. I'm always here to answer it for you. Have a great day!
Good morning, @danie3.
I'm happy to provide information about time tracking users.
A time tracking user is considered as a non-billable user, they can only enter their timesheets. Therefore, their only access is to see timesheets and time reports. You can check out User types in QuickBooks Online for more details.
If you have further questions or concerns, feel free to reach back out. I'm always happy to lend a helping hand. Take care!
Was this ever resolved? I am struggling with the same thing right now. Accounting practice that I want the staff to enter their own time, also have access to the clients we have shared access to, however, not have access to the day to day financial data. I can't find the settings that allows this.
Hi there, @Accting4SmallBiz. I appreciate you joining the thread. Let me give you additional information to resolve your concern.
Time tracking users can only enter their timesheets, and the only access they have is to see timesheets and time reports. But, if you want your employees to manage clients, you can add them as Team. Then, they should be able to access the client's profile.
You might also check the other suggestions and the provided answer above.
You can check this article on how to turn on and set up time tracking in QuickBooks Online.
Please keep me posted if you need further assistance. I am just around always willing to give you a hand. Have a good one!