What happens if I don’t associate a user with an employee?

Not every Minute7 user needs to be linked to a QuickBooks employee or vendor. Association is required only if the user will be entering their own time or expenses.

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Why Association Matters

• Linked Users (Recommended): Most Minute7 users are associated with a QuickBooks employee or vendor. This allows them to log their own time and expenses, which then sync directly into QuickBooks.
• Unlinked Users (Optional): Some users don’t need to enter time or expenses themselves. Instead, they may act as managers or reviewers. In these cases, you can create a Minute7 account without linking it to a QuickBooks employee or vendor.

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Example Scenarios

• Employee User:
  • Associated with a QuickBooks employee record.
  • Logs their own hours and expenses.
  • Entries sync directly into QuickBooks.
• Manager/Reviewer User:
  • Not associated with a QuickBooks employee or vendor.
  • Has permissions to view, edit, and approve time and expenses entered by others.
  • Useful for supervisors, accountants, or administrators who oversee records but don’t enter their own.

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Best Practices

• Decide Role First: Before creating a Minute7 user, determine if they’ll be entering time/expenses or just reviewing.
• Use Permissions Wisely: Minute7’s graded permissions system lets you customize access—granting visibility and approval rights without requiring employee association.
• Keep Records Clean: Only associate users who actively log time/expenses. This prevents clutter in QuickBooks and ensures accurate reporting.

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Key Takeaway

Associate users with QuickBooks employees/vendors if they need to log their own time or expenses.
Do not associate users if their role is limited to reviewing or approving entries.