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SBrown001
Level 3

Syncing custom field between QBT and QB Desktop

I want to add a custom field that will show up in BOTH QBTime and QBDesktop,,, employees will input data as they record their time (work order number) and the field should show up in both platforms for reporting.  Is this possible? If yes, how??

2 Comments 2
FateCandylaneT
QuickBooks Team

Syncing custom field between QBT and QB Desktop

Yes, we can sync custom field data to show both on your QuickBooks Time (QBT) and QuickBooks Desktop (QBDT) company files, SBrown001. 

 

Beforehand, please know that all options and changes to be made will all be managed in your QBDT account (main hub) since fields added in QBT won't sync to QuickBooks.

 

To begin, make sure your desktop file is integrated with your QuickBooks Time account using the Web Connector feature. Once ready, create your custom fields in QBDT for class or service items. To do this:

 

  1. Select the Customer, Vendor, or Employee menus. Then select Customer Center, Vendor Center, or Employee Center.
  2. Double-click any profile on the list to open and edit it.
  3. Click on the Additional Info tab and select Define Fields.
  4. Name your custom field in the Label column.
  5. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups. Then, select OK.

 

In your QuickBooks Time account, ensure custom fields set up is enabled to allow field data to be visible on all timecards. You may refer to this article if you require this field to be filled out before clocking out: Set up and manage custom fields in QuickBooks Time.

Once everything looks good and ready, sync your data to import changes made from both programs. You can sync data each time you update info in QBDT that needs to be updated in QBT. Let me show you how:

 

  1. Sign in to QuickBooks Time as the admin.
  2. Open QuickBooks Desktop and the Web Connector on the same computer.
    1. Sign in to QuickBooks Desktop as admin and in single-user mode.
    2. In QuickBooks Desktop, select File, then App Management, and select Update Web Services. The Web Connector opens.
  3. Choose the appropriate company file, and select Update Selected.

 

Your employees can now input data (work order number) from the custom field available when clocking in. Also, if team members are using an Android device, custom fields only works correctly on Android version 5.1 or higher.

 

However, if the issue persists, it's best reaching out to Customer Care Team to further review your account and help provide real-time assistance to your concern.

 

Moreover, you can start running your payroll to pay employees' hours worked.

 

I'll always be on this thread if there's anything else you require assistance managing custom fields and track employee hours in your account. Just keep me posted in the comments below. Stay safe.

SBrown001
Level 3

Syncing custom field between QBT and QB Desktop

I've done all the steps you said, and it isn't syncing from QBDT to QBT. I'm wondering about one statement you made:

To begin, make sure your desktop file is integrated with your QuickBooks Time account using the Web Connector feature. Once ready, create your custom fields in QBDT for class or service items. 

 

Is the problem because I am not syncing a class or service item? If, in QBT, I go to QBDT Integration Preferences, my new field does not show there. Shouldn't it?

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