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stacey-eurekaboo
Level 1

My new client uses an external program to track her hours and time with her own clients. The online program is called Careview. We can import these hours as a CSV file?

My new client uses an external program to track her hours and time with her own clients. The online program is called Careview. We can export these hours as a CSV file, but I can not figure out how to import them into her account to show as her own client hours for her billing purposes.
2 Comments 2
IntuitSheila
Level 8

My new client uses an external program to track her hours and time with her own clients. The online program is called Careview. We can import these hours as a CSV file?

Thanks for posting in the Community, stacey-eurekaboo!

 

In QuickBooks Online, you can import the following list using a CSV file format. To import the list click on the Settings icon and click on Import Data. Here's the list you can import:

 

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Bills
  • Journal Entries

 

Furthermore, you should be able to create an invoice and unbilled time in QBO and have the unbilled time shown on your right-hand side if it is connected to the customer's details. 

 

You can check these articles below:

 

Feel free to post a comment below if you need more help with QuickBooks Online. The Community is here to help you. Have a nice day!

Fiat Lux - ASIA
Level 15

My new client uses an external program to track her hours and time with her own clients. The online program is called Careview. We can import these hours as a CSV file?

@stacey-eurekaboo 

Prepare their Time Activities data with the following template

TxnDateNameTimeStartTimeEndTimeDescriptionBillableStatusCustomerServiceItemHourlyRateTaxableClassLocation
01/10/2020Mike's Traders5  Sample Time Activity using hours and decimal Janice JohnsonHours    
01/10/2020Eagle Outfitters4.5  Sample Time Activity using hours only Janice JohnsonHours    
01/10/2020Mary Smith0.5  Sample Time Activity using hours and minutesBillableJanice JohnsonENG Svs:12075FALSE  

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo