![]() ![]() All team members with an email address or mobile number on file will be selected automatically.Only team members with an email address or mobile number on file can be invited. A list of team members who have not yet been invited or who have not yet accepted an invitation, displays. At the top of the My Team window, select Invite.If you chose not to invite team members during the 'adding' process described in how to add team members (Back to top) Invite team members to QuickBooks Time (Follow the links provided to learn more about each integration.) Note: If already integrated with one of the above software, each new team member will need to be first added in the integrated software and then imported into QuickBooks Time using the appropriate import option. ![]() csv spreadsheet, see: Importing and updating team members via CSV spreadsheet. To upload via accounting software: Locate and select your software brand.At the lower left, select Import them from your accounting software or from a spreadsheet (.csv).īulk upload team members from accounting software or CSV SpreadsheetĬurrently, QuickBooks Time can support bulk team member uploads from: If you'd like an invitation to be sent to the team member(s), enter their email address(es) and/or mobile number(s), and select Email or Text.If you'd like to change a user's role or set up a custom user, see Grant permissions to a team member. Note: Role options here are Administrator, Worker, and Payroll Manager.Enter their information, and select a role.Important: A team member must be invited to QuickBooks Time before they can set up and use their QuickBooks Time account. ![]()
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March 2023
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