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Intuit

Set up and use the Sage Intacct

This integration allows Intacct users to import timesheets from TSheets for invoicing and labor costing - a significant segment of job costing.

Here's the basic flow:

  1. Integrate accounts.
  2. In TSheets, have your employees track their hours.
  3. In TSheets, download a CSV spreadsheet of timesheet data.
  4. In Intacct, import the spreadsheet.
  5. Continue with invoicing and job costing.

Integrate TSheets and Intacct

  1. In TSheets, go to Feature Add-ons > Manage Add-ons.
  2. Scroll down to Sage Intacct Integration, and select Install.

Import timesheets from TSheets to Intacct

  1. In TSheets, go to Reports Sage Intacct Export.
  2. Select the dates, jobs, and employees, and select Download CSV.
  3. In Intacct, select Company, and under SETUP, select Company Setup Checklist.
  4. Under Import Projects, Tasks, Timesheets, at the right of Timesheets, select Import.
  5. Select Choose File, navigate to the CSV, and select Open.
  6. Back in the Import Company Information window, select the date format.
  7. Next to File encoding, select auto encoding.
  8. Enter the delivery email address, and select Import.

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