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Title is optional, but you may want to use it for general shift titles.

You can choose to make the shift an all-day or repeating event.

When you click on a box, the shift editor pops up with some items (like the employee’s name and the shift date) already filled out.

Click on “Actions” > “Add a Shift” or click on a box that aligns with the employee’s name for a specific date.

To add a new shift, follow the steps below. The system will also alert you to review the new employees’ profiles once the setup is complete.Ī snapshot of QuickBooks Time’s “Schedule” toolĬreating and managing schedules in QuickBooks Time is easy. Once scanned, it will guide them through the process of setting up their accounts online.

When you click “My Team” > “Share Company Code,” QuickBooks Time automatically generates a QR code you can share with new employees.

The system also allows data imports from a CSV spreadsheet file and from one of its partner systems (like Gusto, ADP Run, Xero, and Square).Īpart from manual data entry and data imports, you can add employees by using QR codes. If you’re a QuickBooks Accounting user, you can import your employee list into QuickBooks Time. Note that “X” automatically reflects the number of employees that you have inputted into the system.

Click “Add X Team Member(s)” at the bottom of the window to upload the list.

The invitation will guide the team member through setting up their own account.

Choose the delivery method (via email or as a text message) on how you want the system to send the invitation to track time using QuickBooks Time.

You can invite a team member to use QuickBooks Time by entering their email or mobile number and choosing the delivery method.

Note that the system will automatically add a new row after you type in the worker’s last name, enabling you to add multiple employees in one go. Input the employee’s name and select the role (e.g., worker or payroll manager).

An “Add Team Members” window will appear.

Go to “My Team” and click “Add Manually.”.

You can do this via the “Getting Started” online wizard or by clicking “My Team” in the side menu.

You’ll need to add all of your employees to the software before you can start tracking their time. Click the pencil icon of the time-off you want to edit and select “Track Accruals” > “Edit Settings.” Choose from None, Manual, Yearly, Every Pay Period, or Based on Hours Worked. Each code has a pencil icon located at the right part of the screen.Click “Set up Time Off” and look for the time-off type/code you want the system to track.

QuickBooks Time has a list of time-off types or codes (such as sick and vacation leaves), but you can create your own by clicking “Set up Time Off” > “Add New.” Enter the time-off name, select “Paid” or “Unpaid,” and click “Save.” If you want the system to track accruals, follow these instructions: If you want employees to submit time-off requests online, select “All Team Members,” and the system will send the requests to the manager or administrator for approval. Time-related rules are set in “Company Settings” > “Time Options.” The system is automatically set up to allow administrators and managers to enter paid and unpaid time off for employees and themselves.

Custom: Administrators can set up custom user roles with special permissions such as allowing employees to edit their own time sheets without requesting an admin or manager to change/correct their time data.

Worker: No edit/approval permissions but can access essential tools for tracking time and viewing schedules.

Payroll manager: View and approve time sheet reports for all employees.

Administrator: Full view, edit, and approve access.QuickBooks Time has four user permission levels: Note, however, that how you can use its platform and the features you have access to depend on your assigned role or permission level. You can also check its online help section, which includes refreshers on each task.

Aside from the online wizard, the provider offers an in-product tour and a free one-on-one session with its setup specialist. To help you set up your account, QuickBooks Time has a “Getting Started” online wizard to guide you through the process. Once the signup process is complete, you’ll have immediate access to the software. When you first sign up with QuickBooks Time, you’ll be asked to provide basic information, like your name and contact details, your company’s name, the industry your business belongs to, and the number of employees you have.

#Quickbooks time login code#

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