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 your clients’ TSheets accounts. Exception: You will have only view rights to Schedule.

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

Feedback and Knowledge Base