QuickBooks Time Tips: QuickBooks Desktop Integration

Attention QuickBooks Desktop users interested in time tracking….you didn’t think we’d forget about you, did you? We have a webinar dedicated to showing you the ins and outs of connecting QuickBooks Time to your Desktop account. Get ready to see the time saved and amazing benefits of these two products joining forces. Check out dates and times here: QuickBooks Desktop + QuickBooks Time Elite Grand Tour. 

There are a lot of ways to customize your integration and it all starts with QuickBooks Preferences. Let’s get started by going to the QuickBooks menu in your Quickbooks Time account, and then clicking on Preferences.

Your preferences are broken up into different areas. 

Employee Timesheets Should Show

Here’s where you can choose what information comes over into QuickBooks Time from your Desktop account. If you use service items or classes, you can check the box next to those so that your team is selecting that information on their timesheet. The Billable time box is important if you need timesheets to show up on your invoices in Desktop (and you can make this field required so yes or no has to be chosen) . Once an employee chooses Billable - yes and you export time, those timesheets go straight to your invoices!

Exporting time to QuickBooks

This one is pretty straight forward but if you want to export time (which is the bread and butter of this integration) check this box. You can also enter in a date so that no timesheets will export prior to the date you’ve chosen. This is a great option if you’ve been tracking “fake” timesheets during your trial and don’t want them in your Desktop account. 

Email Subscriptions

A report goes out after every sync to let you know what exported and any issues during the sync. Don’t like emails? You can uncheck this box easily!

Other Option

This area is where you can import Vendors into your QuickBooks Time account (or only 1099s) and also disable notifications after each QuickBooks Sync.

Want to learn more? Sherissa is excited to walk you through everything, from start to finish. 

During this session you will learn how to:

• Integrate QBD & QuickBooks Time Elite
• Navigate the Team & Customer/Jobs List
• Set Up Integration Preferences
• Convert Sub Customers/Jobs into Projects
• Track & Manage Time
• Approve & Export Time to QBD

Additional Resources:

Setup and use QuickBooks Desktop for Windows and QuickBooks Time integration

Map QuickBooks payroll items to QuickBooks Time

About QuickBooks integration preferences in QuickBooks Time

Create and manage jobs or customers in QuickBooks Time

Approve, unapprove, and reject timesheets in QuickBooks Time