Oct
Our QuickBooks Integration Just Got Better
Posted by Jared in Time Tracking SoftwareTagged: features, invoicing, new features, News, quickbooks, reporting, the geeks, updates
Thanks to our friends over at onlineaccounting.com, we received a huge education on ways to improve our QuickBooks export format. In other words, we just got schooled by the women who wrote the book on using QuickBooks properly. If you use QuickBooks for processing payroll or want to easily create invoices from your time tracking data, you are going to love this!
Our QuickBooks integration has been rewritten as an Add-on, and can now be found in the Add-ons section of your Freelancer, Business, or Platinum TSheets account. To get started, open the My Account window from the main TSheets interface, and click on the Add-ons tab. Scroll down and locate the QuickBooks Add-on, and click on Install. Upon doing this, another window will open up where you’ll be presented with an array of configuration options.
Some of the items you’ll get a chance to configure as part of the Add-on are:
- Company Create Time – This is a unique code related to your installation of QuickBooks, and is required in order to import time into it.
- Payroll Items – TSheets now allows you to enter your QuickBooks Payroll Items into TSheets, and map a default one to each of your employees! This is going to make processing payroll much more like a checkup as opposed to a root canal.
- Customer / Job / Task Mapping – Yes, you can have your TSheets time mapped directly to your Customers, Jobs, and Tasks in QuickBooks. It’s just a matter of naming your job/project codes so they match your QuickBooks entries.
- Billable Job Codes – That’s right, you can now mark a job/project code as billable or not. If you export time that was tracked against a billable job code, it will set the billable flag so that it can be an invoice item once it’s imported into QuickBooks.
- Define Payroll Schedule – You can define your payroll schedule (weekly, biweekly, twice a month, monthly) so that you don’t have to do manual calculations when pulling reports. Just select the pay period with the correct period end date and you’re ready to go.
Here are a few images so you can get a feel for how easy this is. Check it out yourself via a free trial account, we think you’ll be pleased!
Company Create Time
Payroll Items
Billable Job Codes
Payroll Schedule
October 29th, 2008 at 9:27 pm
Is this different / separate for those that don’t have the subscribed QB Payroll?
If one already has payroll in their QB and the similar functions, are the TSheets of any benefit?
I do local bookkeeping and payroll processing and am curious about your product.
Thank you
October 31st, 2008 at 8:44 am
Hello Gaile, thank you for your interest in TSheets. I’m not sure what you mean by ’subscribed QB Payroll’, could you please help me understand?
Essentially, what TSheets allows you to do is track your time and then export that time in a format that can be imported into QuickBooks for running payroll.
Hopefully that answers your questions, feel free to give us a call if you have any further questions – or you can post them here.
Thank you,
Jared
November 15th, 2008 at 11:52 pm
So far I have been hugely impressed with what I have seen and experienced on this website. However, I am a mac user and so far can’t seem to follow any of the steps for getting the company create time. None of these menu items are there. I can’t find any documentation about how a mac user is supposed to do get a company create time number and the instructions for importing the IIF file don’t seem to relate to the Mac program either. Please don’t tell me you don’t support macs! I have been desperately searching for this very solution. It would be a massive disappointment to find the main thing I am needing (Quickbooks integration) doesn’t work. I am using Quickbooks Pro 2007 for the Mac. Please don’t leave us mac users in the dark here.
Ken
November 19th, 2008 at 11:14 am
Hi Ken, I’m glad you like TSheets!
I believe you already spoke to AJ about this – but I wanted to reply to you here as well so that all of our customers could be made aware. Unfortunately, the Quickbooks Timer is not available for the Mac. Believe me, we’re just as disappointed as you are! I’ve been hunting around for a good workaround and at this point there just doesn’t seem to be one.
You could run VirtualMachine on the Mac, and then use QB under the Virtual PC. The problem with this is expense of software and hard drive space, you have to run two OSs on the Mac and switch back and forth and most Mac people hate it. You could also switch to using a PC but I’m guessing that wouldn’t be much of a solution either.
Another option would be moving to another solution more tailored for the MAC that does support imports of timesheets. I’ll contact you directly about some options related to that.
Jared
January 28th, 2009 at 5:54 pm
We’re Mac folks, too…but it doesn’t mean our accounting people should be!
We purchased a PC laptop and QB Pro 2009. Unfortunately, it doesn’t look like the timer export from T-Sheets is compatible with QB Pro 2009. Hopefully there can be a “2009 Quick Books” download added the the reports, soon.
My boss is giving me the “stink eye” about this issue, so I gotta go and defend TS, now.
Andy
January 29th, 2009 at 3:38 pm
Hi Andy, sorry to hear you’re having problems with the import. It’s odd, we use QuickBooks pro 2009 for our testing and haven’t had any problems thus far. AJ and I just tried giving you a call but got your VM. We have the ticket you opened up with us and we’ll be contacting you soon via Email as well. Hopefully we’ll figure out a resolution soon.
Thanks!
Jared
February 25th, 2009 at 11:53 am
Thank you Jared for all of your help on this.
Just to follow up on this Blog thread: it looks like there is an issue of some sort with our QuickBooks database file. The transition from QB Pro Mac to QB 2009 WIN isn’t as trouble-free as Intuit makes it out to be.
March 11th, 2009 at 10:20 am
Thanks Andy. I hope you’re able to work out all of the kinks so that the import process works as smoothly as we’ve intended it! Please let us know if we can assist any further to perform testing, etc. once you feel you have your database file all ready to go.
Jared
January 29th, 2010 at 8:01 am
But it cant be used with quickbooks online can it?
January 29th, 2010 at 2:22 pm
@SM: As far as I know it doesn’t work with the QuickBooks online. However we’ve never tested it so I don’t know for sure. It’d be great if you could do some digging to see if QuickBooks online supports timesheet imports, because if it does we can make it work.