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Level 1

I have an accounting Practice. 1) Need to add employee to enter his timesheets. No other access to practice records 2) He needs access to clients records?

 
5 Comments
Moderator

I have an accounting Practice. 1) Need to add employee to enter his timesheets. No other access to practice records 2) He needs access to clients records?

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.

  1. Go to Gear icon and select Account and Settings under Your Company.
  2. Select the Advanced tab on the left side. In the Time Tracking section, turn on the Add Service filed to timesheets feature.
  3. Hit Save. Then, Done.

 

Once done, continue following the steps below. 

  1. Go to the Gear icon. This time select Manage Users under Your Company.
  2. Click the Add User button.
  3. Select Time tracking only. This option will let your employee add their timesheets.
  4. Hit Next.
  5. Enter the name of the employee. Then, hit Save.

 

Please get back here if you have follow-up questions. I'll be around. Take care!

Level 1

I have an accounting Practice. 1) Need to add employee to enter his timesheets. No other access to practice records 2) He needs access to clients records?

Hi Sarahan

 

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.

Moderator

I have an accounting Practice. 1) Need to add employee to enter his timesheets. No other access to practice records 2) He needs access to clients records?

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!

Level 1

I have an accounting Practice. 1) Need to add employee to enter his timesheets. No other access to practice records 2) He needs access to clients records?

Does this mean I can't set up one of my employees without him seeing all my invoices and in effect my sales, as the dashboard will give all that information?

 

QuickBooks Team

I have an accounting Practice. 1) Need to add employee to enter his timesheets. No other access to practice records 2) He needs access to clients records?

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!