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bcm-electrical
Level 1

Time and Qbo integration

Has anyone found a way to better sync Qbo with Time? 

I'd like to have TIME app locations and notes field sync with QBO so that I don't have to "copy/paste" or manually enter details from one place to another to make it easier with payroll and customer billing.

If anybody has any suggestions or if Intuit could perhaps add this feature to sync additional fields, I'd be especially grateful. 

1 Comment 1
Maybelle_S
QuickBooks Team

Time and Qbo integration

The Community has your back, @bcm-electrical.

 

I can help you integrate QuickBooks Time to QuickBooks Online.

 

First, you'll have to install the QuickBooks Online integration add-on.

 

Here's how:

 

1. In QuickBooks Time, go to Feature Add-ons, then select Manage Add-ons.

2. Find QuickBooks Online Integration and select Install.

3. Select Connect to QuickBooks. The Intuit sign-in page displays.

4. Sign in and, if you have multiple companies, select the one to which you want to link.

5. When prompted, select Authorise. A "You are now connected" message displays, and the Preferences window opens.

 

Once done, choose what to import in QuickBooks Online.

 

  1. In the Preferences window, select the items that you want to import into QuickBooks Time from your QuickBooks account.
    • Delete all users: If you've already added employees into QuickBooks Time, they would not be linked with your QuickBooks account, so you can choose to archive them upon the first sync.
  • Import customers and jobs: This imports all active customers and their jobs into your QuickBooks Time account to allow employees to track time against them. You can either assign them to all employees, or assign them individually later (clear assign imported Customers and Jobs).
    • Note: If available, the customer's address will also sync in to QuickBooks Time for the Nearby Jobs functionality.
    • Show service items: Brings your service item list over as a list employees can pick from while tracking time.
    • Show billable: Gives employees an option to indicate whether the time they're tracking is billable or not.
    • Show class: Brings your class list over as a list employees can pick from while tracking time.
    • Import suppliers as employees: If you have suppliers/contractors that need to track time, you can choose to import them as users into QuickBooks Time.
  1. For more information, see about QuickBooks integration preferences
  2. Read the warning about items that will be deleted, and if you agree, in the empty box, enter Delete, and select Next.
  3. Under Exporting time to QuickBooks, select the date before which timesheets won't be exported to QBO.

 

Then, Import from QuickBooks Online. For more guidance, you can check this link: Integrate QuickBooks Time and QuickBooks Online.

 

Please know that you can always get back to us if you have other questions. I'm always here to help.