Time tracking blog

This is for all of you QuickBooks users out there!  Up until now, you’ve only had two choices for mapping TSheets’ job codes to the QuickBooks Customer/Job/Service Items.  These two choices were limited in how they dealt with hierarchical Item lists in QuickBooks.  Well, no longer!  We’ve added a third choice for mapping that will allow you to map your tiered TSheets job codes to a tiered Item list in QuickBooks.

For new customers installing the QuickBooks Integration Add-on, the new choice will be the default, unless you choose otherwise.  For existing customers that want to switch to the new method – you can do so by opening your Customer Settings, clicking on Add-Ons, and then clicking on the Preferences button for your QuickBooks Add-on.  Underneath the mapping tab, you’ll see a new choice represented by this graphic:

If you have any questions about setup or configuration, please give us a call, we’d love to help!  A good place to start for first time setup is here: http://wiki.tsheets.com/wiki/Quickbooks_Integration

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

New timesheet QuickBooks export feature allows simple importing of your TSheets data into QuickBooks for client invoicing, payroll and more!

You’ve asked for the ability to import your TSheets data into QuickBooks and with this new feature you can. The QuickBooks export feature is available on all TSheets accounts and is very simple to setup and use.

It’s easy to get started. If you are an administrator of your TSheets account, you have several options to go about setting up TSheets to export to QuickBooks. Via the My Account area and from the Timesheet Reports (a small link in the Report format section).

Once you’ve input your QuickBooks Company Create Time (above image, yellow highlighted section), you’re now able to export a QuickBooks IIF file from the Timesheet Reports area. Simple.

This IIF file can then be imported into QuickBooks, providing a simple means to getting your employees’ timesheet data from TSheets into QuickBooks.

For further detailed instructions, including how to determine your QuickBooks Company Create Time and detailed import instructions, visit our QuickBooks Integration Guide on our Wiki.