Import Employee Data?

You may utilize an importer tool to import Employee List

https:// transactionpro.grsm.io/qbd

https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

Prepare the data with the following template

Hey there @Sara-CO,

Hope your day has been going great! You’re absolutely correct in the fact that you should set up all items in your QuickBooks first, and then sync them over to TSheets. If you have any employees or items created in TSheets, you must create the same item in QuickBooks, and the names must match EXACTLY, no extra spaces, punctuation, letters must all be in the same format (upper/lower case) in order for them to sync or export properly.

Once you have all of the items and employees set up and sync them, your employees will be able to select them in TSheets.

There ya go! Let me know if you have any other questions or run into a snag, I’ll be here to help.

Thanks, Monica!  We've been using T-Sheets for about 2 years, but entered the employees time into a different billing system.  Now that we're setting up QB, it seems like it might be best to start from scratch with T-Sheets.  I see too much opportunity for error trying to copy info over from T-Sheets to QB.

We've been using the custom fields in T-Sheets to have the guys select what job task and piece of equipment they're using.  Example, using an excavator to demo a house.  Moving forward in QB, would our equipment be set up in the Class?  That would give the guys the opportunity to select what equipment they're using, and it would show up in QB when we want to invoice or pull a job costing report?

For the job task, (demolition, sewer line install, etc.) that would that be the service item, right? 

Let's go over to your questions, Sara-CO.

Concerning the custom fields, you can set them up as classes in QuickBooks Online. It lets you create segments in the company that can provide you clear insights on your sales, expenses, or profitability. You can check this article for more information: Create and manage classes in QuickBooks Online.

Then, for the job task, you can create it as a service item. You can add it to any sales form. For more details, refer to this article: Add product and service items to QuickBooks Online.

If you have additional questions, please don't hesitate to let us know. Keep safe!