Intuit

How to track time in QuickBooks Online Accountant

You can configure team members’ access to use timesheets.

Note: Your team members need to have access to Customers and Accounts Receivable as well as Suppliers and Creditors (in Your Firm’s books) to be able to use timesheets. Other accountants at the firm (firm users) only need View Only access.

Give timesheet access to a new team member

Here's how to give timesheet access to a new team member:

  1. From the Navigation menu, select Team.
  2. Select Add User.
  3. Enter the name and email address and select Next.
  4. Select Custom for Access.
  5. Under Your Firm Administration, change the Firm users to View only.
  6. Under Your Firm books, select Yes for Customers and accounts receivable and Suppliers and accounts payable.
  7. Select Next then Save.

Give timesheet access to an existing team member

Here's how to give timesheet access to an existing team member:

  1. From the Navigation menu, select Team.
  2. Choose the team member you want to give access to.
  3. Select Firm Administration and Books.
  4. Under Your Firm Administration, change the Firm users to View only.
  5. Under Your Firm books, select Yes for Customers and accounts receivable and Suppliers and accounts payable.
  6. Select Save and close.

Access and use timesheets in Your Books

Here's how to access and use timesheets in Your Books:

  1. Select Your Books.
  2. Select + New.
  3. Select Single Time Activity or Weekly Timesheet depending on which applies to your work.
    • Once in Single time activity, select a name or Add new in the Name dropdown. Add the Employee or Supplier name (the system does not populate team members).
      Add the Customer, Time, Description and check Billable if applicable.
    • Once in Weekly Timesheet, select a name or Add new in the dropdown (the system does not populate team members).
      Select the Customer, add a Description and check Billable if applicable. Add hours.
  4. Save.

Now you know how to track time in QuickBooks Online Accountant.