MY CARTTime Settings in QuickBooks Online
How to Customize the Time Settings in QuickBooks Online: Video
This video lesson, titled “How to Customize the Time Settings in QuickBooks Online,” shows you how to customize the Time settings for a company file in QuickBooks Online. This video lesson is from our complete QuickBooks Online tutorial, titled “Mastering QuickBooks Online Made Easy.”
Overview:
To customize your company’s time settings in QuickBooks Online, click the “Settings” button in the QuickBooks Online toolbar. Then click the “Account and settings” link under the “Your Company” heading in the menu to open the “Account and Settings” window. Then click the “Time” company settings category link in the menu at the left side of the window to show the individual settings in that category to the right.
For companies with a QuickBooks Time or Payroll Premium subscription, the “Time” settings category contains the “Time tracking,” “Timesheet fields,” “Manage kiosk,” and “Notifications” sections. Unlike other categories in the “Account and Settings” window, to edit the individual settings in each section of the “Time” category in these types of companies, click the pencil icon button at the right end of each section.
Alternatively, for companies with basic time tracking, there are fewer settings. To learn how to change the “Time” settings for basic time tracking companies in QuickBooks Online, please see the lesson titled “Time Tracking Settings” in the “Time Tracking” chapter of this tutorial.
Time Tracking Settings:
To edit the time tracking general settings, click the pencil icon at the right end of the “Time tracking” section. To select the first day of the work week for time tracking, then select the day from the “First day of work week” drop-down. To select the time zone to use for timesheets, select one from the “Time zone” drop-down.
To split timesheets at midnight, check the “Split timesheets at midnight” checkbox. To let employees edit their own timesheets, check the “Allow team members to create and edit their own timesheets” checkbox. To let employees edit their clock-out time after working a set number of hours, check the “Allow team members to edit their clock-out time after consecutively working more than (blank) hours” checkbox and then enter the number of hours into the blank.
To set timesheet rounding, if allowed in your jurisdiction, use the “Direction” and “Rounding increment” drop-downs for the “Round click-in times” and “Round clock-out times” settings to select the direction to round and by which increments to round for each setting. To view more information about jurisdictional restrictions on timesheet rounding, click the “View rounding guide” link in this section.
To save the time tracking changes, click the “Save” button in this section. Alternatively, to cancel the changes, click “Cancel,” instead.
Timesheet Fields Settings:
To edit the fields and field settings for timesheet entries, click the pencil icon at the right end of the “Timesheet fields” section to open a “Customize your timesheets” window. This window shows checkboxes for the “Customers and sub-customers,” “Service item,” “Billable,” “Rate per hour,” “Require billable,” “Class,” “Location,” “Notes,” “Allow team members to edit existing notes,” and “Require notes” fields you can add to timesheets. To show a field in the timesheets, check its checkbox. To remove a field from the timesheet, uncheck its checkbox.
To save your changes and close this window, click the “Save” button at the bottom of the page. To cancel any changes and close the window, click the “Cancel” button, instead.
Manage Kiosk Settings:
To add a shared device for employees to use to clock in and out as a time clock kiosk, click the pencil icon at the right end of the “Manage kiosk” section to open a “Kiosk Manager” window. To set the amount of time before a user is signed out of the time kiosk due to inactivity, enter the seconds of duration to allow into the “Inactivity timer duration” field. To add a device, click the “+ Add device” button and then select either “Use this computer” or “Other device” from the drop-down menu. Then follow the onscreen instructions to finish adding the device. To enable or disable location recording on all kiosks, click the “More” drop-down and then select a choice. To close the window, when finished, click the “Done” button.
Notifications Settings:
To edit the time tracking notifications settings, click the pencil icon at the right end of the “Notifications” section. To send team members reminders to clock-in and clock-out to their mobile or email numbers, select a time from the “Send click-in reminder” and/or “Send clock-out reminder” drop-down and then check the adjacent “Email” and/or “Mobile” checkbox, as desired. To select the days on which to send reminders, click the “Days reminders are sent” drop-down and then click a day to check it or uncheck it. QuickBooks only send reminders on checked days in this drop-down.
To choose the people to notify when time is adjusted, select a choice from the “Notify when clock-in/-out time is adjusted” drop-down. To choose the people to notify when notes are added or edited, select a choice from the “Notify when notes are added or edited” drop-down. To save changes to the time tracking notifications, click the “Save” button in this section. Alternatively, to cancel the changes, click “Cancel,” instead. To close the “Account and Settings” window, click the “Done” button in the lower-right corner or click the “X” button in the upper-right corner.
