Integrate QuickBooks Time and QuickBooks Online

These instructions assume that you are integrating QuickBooks Online Plus, Essentials, or Advanced with an existing QuickBooks Time account.

Note: Make sure you are the Primary Admin of your QuickBooks Online account before setting up the integration.

Step 1: Install the QuickBooks Online integration add-on

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.

Or

1. Go to Apps.com, find QuickBooks Time, and select Show more for more information.
2. If prompted, in the new tab, sign in to your QuickBooks Online account.
3. If prompted, choose which QuickBooks company you'd like to integrate with QuickBooks Time.
4. On the Set up QuickBooks Time Tracking page, log in to an existing account, or start a free trial.

Step 2: Choose what to import into QuickBooks Online

1. In the Preferences window, select the items that you want to import into QuickBooks Time from your QuickBooks account.
   • Delete all team members: 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.
   • Share 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 (uncheck Assign Imported Customers and Jobs to all team members).
     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 team members: If you have suppliers/contractors that need to track time, you can choose to import them as users into QuickBooks Time.
     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 prior to which timesheets won't be exported to QBO.

Step 3: Import from QuickBooks Online

Additions and changes in QuickBooks will automatically import into QuickBooks Time every 1 minute. The sync log will display (Auto) next to the automatic imports.

• To restrict the import: In QuickBooks Time, go to Feature Add-ons, then select Manage Add-ons. Find QuickBooks Online Integration*and select *Preferences. Under Automatic import from QuickBooks, uncheck the items you don’t want to automatically import.
• To turn off the automatic import entirely, uncheck Automatically import changes made in QuickBooks.
  Note: A manual import can still be performed, if needed. In the upper right corner of QuickBooks Time, select QuickBooks, then Import.