Thank you for joining this thread, wdsnyder.
Yes, your accountant must have administrative privileges in order to sync QuickBooks Time with QuickBooks Desktop (QBDT). Let me guide you through the process of completing this task.
Here's how:
- In QuickBooks Time, head to My Team on the left panel to view the list of your team members.
- From there, click on the accountant's name to open the Team Member Details screen.
- Go to the Permissions tab on the left panel and press the Role drop-down to select Admin.
- To save the changes, press the Save button.
You can learn more about managing your team members by reviewing the following resource: Add and manage team members in QuickBooks Time.
Next, connect your desktop program to QuickBooks Time. Before we proceed, please take note of the following:
- QuickBooks for Mac is not compatible with any integration.
- This integration method is only available for QuickBooks files that are 2019 and newer.
- For QuickBooks files created between 2015-2018, see: Integrate QuickBooks Time and QuickBooks Desktop using the Web Connector.
When you're ready, follow the instructions in this article to: Setup and use QuickBooks Desktop for Windows and QuickBooks Time integration.
If you run into any errors or issues when syncing both programs, I encourage contacting our Technical Support Team for further troubleshooting steps. Reaching out to them also ensures a real-time solution.
For future reference, these resources discuss in detail how to easily navigate all tasks in the program, set integration preferences, and get answers to frequently asked questions about the syncing process:
Fill me in if you still have concerns about syncing both programs or additional questions about the product. I'd be delighted to respond to them, wdsnyder.
