Top QuickBooks Time Tips: Admin Edition

With all of the resources available here in the Community, it can be hard to know where to start. Do you ever wish you had an expert right next to you while you set up an account? Well, let me introduce you to the next best thing! While we have a variety of webinars to help you, in this article I’m going to give you a sneak peek into what is covered in our QuickBooks Time Webinar: Admin Masterclass.

One important job in QuickBooks Time is to manage permissions for your team. I’m going to show you what permissions are available and what they allow access to. 

To access team member Details, go to My Team, and select a team member. Then, go to the Permissions tab.

There are four default user types that determine permission levels:

Administrator: All permissions

Payroll Manager: View timesheet reports for all team members and Approve timesheets for all team member

Custom: No default permissions

Worker: No default permissions

Not sure what these permissions mean? Here’s a breakdown:

• View "Who's Working" for entire company: Allows users to see the Who's Working window, which displays a list of team members that are clocked in.
• Manage my timesheets: Allows users to sign in from anywhere and manage all aspects of their timesheets.
• View timesheet reports for all team members: Allows users to view and download all reports except the approvals report. 
• Manage timesheets for all team members: Allows users to view, edit, or delete a timesheet.
• Manage employees and groups: Allows users to manage team member settings

Want even more insight into what you can do in QuickBooks Time as an Administrator? Then make sure you check out our QuickBooks Time Webinar: Admin Masterclass with Sherissa.

During this session you will learn how to:

- Add & Manage Your Team

- Add & Manage Customers/Jobs

- Add & Manage Projects

You will also go on a tour of the:

- Company Settings

- Feature Add-Ons

Note: This training is not for accounts integrated with another product. Take a look at these webinars for help with those integrations: QuickBooks Time Webinars.

Additional resources for our fabulous administrators:

• Add and manage team members in QuickBooks Time
• Team member settings and permissions in QuickBooks Time
• QuickBooks Time Administrator's Getting Started Guide
• About QuickBooks Time Company Settings