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MAB_AK
Level 1

Switching from ONLINE to DESKTOP: Need my employees to still use "Quickbooks Time" ... how do I reinvite them? Or how do I ensure time is populated to my desktop account?

We were using Online and have decided to switch to Desktop. My employees were entering time through timekeeping via "QuickBooks Plus" subscription online. Two questions: 1. How do I ensure my DESKTOP application will now receive the employee hours through "Quickbooks Time" and 2. How can I re-send the invitations to my employees? Thanks.
2 Comments 2
CharleneMaeF
QuickBooks Team

Switching from ONLINE to DESKTOP: Need my employees to still use "Quickbooks Time" ... how do I reinvite them? Or how do I ensure time is populated to my desktop account?

I understand how important it is to ensure your QuickBooks Time account is properly set up, MAB_AK. I'm here to assist you with that.

 

Before setting up your QuickBooks Time account, there are things that you'll need to consider. I've listed them below:

 

 

When integrating QuickBooks Desktop with QuickBooks Time, you can directly connect your existing account. To do this, I'd recommend following these steps:

 

  1. Launch QuickBooks Desktop.
  2. Open the QuickBooks Desktop company file that you want to integrate with QuickBooks Time, and sign in as the main administrator and in single-user mode (File, then select Switch to Single-User mode).
  3. In QuickBooks Desktop, do one of the following:
    • (From the Home screen) Enter Time, then select Activate QuickBooks Time.
    • Go to the Customers menu, then select Enter Time and Activate QuickBooks Time.
    • Go to the Employees menu and then select Enter Time and Activate QuickBooks Time.
  4. A window displays. Select Sign In.
  5. Enter your QuickBooks Time username and password and sign in. This will initiate the first sync.

    Note: It may take several minutes to finish completing this first-time sync between QuickBooks Desktop and QuickBooks Time.

  6. Once the connection is complete, your QuickBooks Time account will display in a browser window on QuickBooks Desktop. Set up and use the integration will be displayed. 

 

Once done connecting, please see this article so that you'll be guided on what to do after: Setup and Use QuickBooks Desktop for Windows and QuickBooks Time Integration.

 

As for inviting your employees, you'll have to import them first in QuickBooks Time. Then, you'll need to use their email address or mobile number to send them an invite. Here's how:

 

  1. Open your QuickBooks Time account.
  2. Go to My Team and select a team member to open their Details.
  3. On the General tab, select Send Invite.

 

To answer your other questions about the integration process, please see this article: QuickBooks Time and QuickBooks Desktop FAQs.

 

Additionally, I've included an article that'll help you manage your employees' timesheets in QuickBooks Time: Approve, Unapprove, and Reject Timesheets.

 

I'm only a few clicks away if you need assistance with your other QuickBooks tasks, MAB_AK. It's always my pleasure to help you out again.

CharleneMaeF
QuickBooks Team

Switching from ONLINE to DESKTOP: Need my employees to still use "Quickbooks Time" ... how do I reinvite them? Or how do I ensure time is populated to my desktop account?

Hi MAB_AK,

 

Hope you’re doing great. I wanted to see how everything about integrating your QuickBooks Time account to QuickBooks Desktop and inviting your employees. Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

 

Looking forward to your reply. Have a pleasant day ahead!

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