Learn how to integrate QuickBooks Time with Sage Intacct.
This integration allows you to import timesheets from QuickBooks Time to Sage Intacct for invoicing and labor costing.
Before you integrate
- Make sure the payroll IDs in QuickBooks Time are set up to match the employee IDs in Sage Intacct.
- Make sure the jobs in QuickBooks Time match the tasks in Sage Intacct.
Note: These are case sensitive fields.
Integrate QuickBooks Time and Intacct
- In QuickBooks Time, go to Feature Add-ons, then Manage Add-ons.
- Go to Sage Intacct Integration, and select Install.
Import timesheets from QuickBooks Time to Intacct
In QuickBooks Time
- Go to Reports, then Sage Intacct Export.
- Select the dates, jobs, and employees, and select Download CSV.
In Sage Intacct
- Select Company, and under Setup, select Company Setup Checklist.
- Under Import Projects, Tasks, Timesheets, next to Timesheets, select Import.
- Select Choose File, navigate to the CSV, and select Open.
- Back in the Import Company Information window, select the date format.
- Next to File encoding, select auto encoding.
- Enter the delivery email address, and select Import.
How to read the Sage Intacct export spreadsheet
- DONOTIMPORT: blank
- EMPLOYEE_ID: Payroll ID
- BEGIN_DATE: Report Start Date (mm/dd/yyyy)
- DESCRIPTION: blank
- STATE: always “Submitted”
- PROJECT_ID: Job Code (full path)
- TASK_NAME: Custom Field (Task)
- CUSTOMER_ID: blank
- ITEM_ID: blank
- TIME-TYPE: blank
- BILLABLE: blank
- BILLED: blank
- DEPARTMENT_ID: blank
- LOCATION_ID: blank
- TIMESHEETENTRY_DATE: Timesheet Start Date (mm/dd/yyyy)
- TIMESHEETENTRY_HOURS: Hour Totals (decimal)
- TIMESHEETENTRY_DESCRIPTION: blank
- TIMESHEETENTRY_NOTES: Notes Field
- TIMESHEETENTRY_PROJECTID: blank
- TIMESHEETENTRY_VENDORID: blank
- TIMESHEETENTRY-CLASSID: blank