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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
MonicaM3
Moderator

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Hi @cindee,

 

Welcome to the Community. Thanks for the opportunity to help with your customer and employee assignments.

 

With our recent integration, each employee is required to have at least one customer assigned. You can create a customer and name it “back office”, “general office”, or whatever you like and assign that to all employees.

 

Next, check the preferences to make sure that any future added customers are not automatically assigned to every employee. Here’s how:

  1. In QuickBooks Time, choose Feature Add-Ons, then Manage Add-ons.
  2. Locate QuickBooks Online Integration and click Preferences.
  3. Uncheck “Assign Imported Customers and Jobs to all team members.

 

Lastly, you can un-assign all of the “real” customers from your employees so they don’t show in the list to select. If you need assistance in updating those assignments, a member of the support team can assist with unassigning customers in bulk. You can reach our support team here: QuickBooks Time support

 

I’m happy to help if you have any additional questions about the customer assignments or anything else. Just let me know!

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