How to Use Accountant View

This document is for accounting professionals who manage multiple clients. Working in accountant view grants you full administrative access to all aspects of your clients’ TSheets accounts.

Notes: If your client isn't currently using TSheets, and they set up an account via the email below, you receive a commission!

How to:

How To Get Access to Client Accounts

  1. In TSheets, at the top right, click your name.
  2. Next to Client Access, click MANAGE.
  3. In the Manage Clients window, click Add Clients.
  4. In the box, enter client email addresses (using a comma to separate each one), and click Send Request. The clients will receive an email similar to this:
  5. The email invitation expires after two weeks. A new invitation can be sent anytime from the Client Access window.

  6. When a client has accepted your access request, their status in the Manage Clients window will change to Active. Statuses are updated every five minutes. If it hasn’t been that long, at the top right, click the X to close the window, and reopen it.

How to Switch Between Accounts

  1. In TSheets, at the top right, click your name.
  2. From the Client Access drop-down, select a client, and click Switch. At the top right, notice that your company name has changed to the client’s company name.
  3. To return to your TSheets account, at the top, click Back to My TSheets.

How to Remove Access to a Client's Account

  1. In TSheets, at the top right, click your name.
  2. Next to the Client Access drop-down, click MANAGE.
  3. In the Client Access window, at the right of the client's company name, click the X.

How to Grant Accountant View Access to an Employee

  1. In TSheets, go to MANAGEGroups & Employees.
  2. At the right of the employee's name, click the pencil icon ().
  3. Click the Permissions tab, select Manage client accounts, and click Save.

Payroll

  1. What is a TSheets PRO?
  2. How To Set Up and Use the TSheets + Intuit Online Payroll Integration
  3. How to Use Accountant View
  4. Accountant Access: How to Grant and Revoke It
  5. How to Integrate TSheets and Any Payroll Solution
  6. How to Switch from QuickBooks Desktop to QuickBooks Online Plus in TSheets
  7. How to Integrate TSheets and QuickBooks Online Plus
  8. How to Integrate TSheets and QuickBooks Desktop
  9. How To Set Up Auto Sync in QuickBooks Desktop
  10. How to Manually Integrate TSheets and QuickBooks Desktop
  11. About QuickBooks Integration Preferences
  12. How to Map QuickBooks Payroll Items
  13. About the Payroll Item Mapping Tool (QuickBooks)
  14. How to Import from QuickBooks Online Plus
  15. How to Approve Hours Within QuickBooks Online Plus
  16. How to Add, Edit, and Delete Employee Hours Within QuickBooks Online Plus
  17. How to Import from QuickBooks Desktop
  18. How to Export Timesheet Data to QuickBooks Online Plus
  19. TSheets + QuickBooks Online Plus Integration: How to Fix Employee Name Mismatches
  20. How to Export Timesheet Data to QuickBooks Desktop
  21. Why am I getting an authentication error when I try to export hours to QuickBooks Online?
  22. QuickBooks Online Plus Integration Frequently Asked Questions
  23. QuickBooks Desktop Integration Frequently Asked Questions
  24. How to Fix an Export Error Due to a New QuickBooks Desktop Company File
  25. How to Sync with TSheets After Upgrading Your Version of QuickBooks Desktop
  26. Why aren't my hours showing up in QuickBooks Desktop Payroll?
  27. How to Set Up and Navigate the PRO Portal
  28. How to Integrate TSheets and Gusto
  29. About the TSheets/Gusto Integration
  30. How to Import from and Export to Gusto
  31. TSheets/Gusto Integration FAQs
  32. TSheets + Xero Integration Demo Video
  33. How to Set Up and Export Overtime to QuickBooks Online Plus
  34. TSheets + Xero Integration Overview
  35. How To Integrate TSheets and Xero
  36. TSheets + Xero Integration: How To Export Hours to Xero
  37. TSheets + Xero Integration: How to Assign Customers to Employees
  38. TSheets + Xero Integration FAQs
  39. TSheets + Xero Integration: How to Create, Edit, and Delete an Invoice
  40. About the TSheets + Xero Invoicing Integration
  41. TSheets + ADP: How to Set Up and Use the Integration
  42. How to Integrate with and Export Timesheets to Sage 50
  43. How to Integrate TSheets and Namely and Export Hours

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