What is qb time used for?
Accurate employee time tracking for precise invoices and painless payroll
The qb time staff account is used for what?
To support the qb time product, you can pull up the cx’s time account and access support tools while assisting cxs in troubleshooting
Who is assigned the role of primary administrator?
The team member who creates the initial account and trial with qb time.
What are groups for?
Team members who share certain characteristics—such as geographical location, job function and/or who work on the same jobs.
If qb time is integrated with qbdt, where should customers be added in?
In the desktop file
What are the features of qb time?
Mobile App, GPS & Geofencing, Scheduling, Time clock kiosk, project tracking, alerts & reporting
Who can be a team member?
Employees, vendors, contractors and administrative staff.
Who can assign a team member to be the manager of a group?
Administrator
The term "job" will sometimes be displayed as "customer" in QuickBooks Time.
To change the term to something else (for example, customer, project, client, etc.), what will customers select in the Manage Jobs window?
Rename jobs label
What are the versions of qb time?
Elite and premium
How do you identify a time account?
Company name, qb time web address, company identifier
What will each team member in QuickBooks Time have?
Their own sign in credential and set level of permissions
What permissions are automatically assigned to a manager over the team members in their group?
Manage team member details, add, edit and delete timesheets, approve timesheets
manage schedules, run reports
Who has the ability to assign customers to team members?
Admins and managers
What do you need to sign up for a free trial?
Email address (User ID), Company name, Phone number, Password
Can you delete a team member?
No, you have to archive them.
What does a team member have to do before they can set up and use their qb time account?
be invited
Can Team members can only be assigned to one group at a time?
Yes
What are the 3 type of assignments for customers for team members?
-Assign to all
-manage assignments
-no assignments
What are the steps the qb wizard does to help you setup time?
--What do you want to do with qb time?
--Help us get to know your company
--How will your team track time?
--Welcome to qb time-tracking
How can you edit team members details?
My Team>select name, then edit
What roles are available for team members?
Worker, payroll manager, administrator, custom
What is the most common item that qb time customers track time for?
Job costing
What is a custom field?
What is an example of a custom field?
An extra field that may appear on the team member's time clock.
Mileage, equipment, tasks