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nomij
Level 2

Best option for switching T-Sheets to a new QBO file? (Sole Prop turned Corp)

We were originally a non-incorporated construction business. We have been using T-Sheets to track employees hours, and syncing with our QBO file. As of Aug 1st, we incorporated, and so we needed to start a new QBO file. Do we need to create a new T-Sheets account, or can we change which QBO file the existing T-Sheets Account syncs with? What is the best option for us moving forward?  (QBO Canada if that makes a difference) TIA!

Solved
Best answer August 24, 2020

Best Answers
sberti
Moderator

Best option for switching T-Sheets to a new QBO file? (Sole Prop turned Corp)

Hello @nomij, thank you for reaching out to us here at The Community, my name is Sherissa and I am more than happy to assist you today.

 

No need to create a new TSheets account, you can uninstall the current Integration by going to;

  • Login to your TSheets Account
  • Go to Feature Add-ons
  • Select Manage Add-ons
  • Locate the Integration that needs to be uninstalled
  • Click Uninstall

Then make sure your new QuickBooks account is all set up and you will just reconnect with the new QuickBooks Account:

You can follow the step-by-step guide and video HERE to get the accounts connected.

 

I hope this helps and if you need anything else please never hesitate to reach back out to us!

View solution in original post

3 Comments 3
Fiat Lux - ASIA
Level 15

Best option for switching T-Sheets to a new QBO file? (Sole Prop turned Corp)

I would recommend these steps:

1. Open a new trial account

https:// quickbooks.grsm.io/Canada

 

2. Migrate the COA and List item from current account. Utilize a trial period of 3rd party migration tool if required.

https:// transactionpro.grsm.io/qbo

 

3. Sync your current Tsheets account with the QBO trial account. Check the result.

 

sberti
Moderator

Best option for switching T-Sheets to a new QBO file? (Sole Prop turned Corp)

Hello @nomij, thank you for reaching out to us here at The Community, my name is Sherissa and I am more than happy to assist you today.

 

No need to create a new TSheets account, you can uninstall the current Integration by going to;

  • Login to your TSheets Account
  • Go to Feature Add-ons
  • Select Manage Add-ons
  • Locate the Integration that needs to be uninstalled
  • Click Uninstall

Then make sure your new QuickBooks account is all set up and you will just reconnect with the new QuickBooks Account:

You can follow the step-by-step guide and video HERE to get the accounts connected.

 

I hope this helps and if you need anything else please never hesitate to reach back out to us!

View solution in original post

nomij
Level 2

Best option for switching T-Sheets to a new QBO file? (Sole Prop turned Corp)

Thanks so much!

Take Care,

Naomi

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