Hi there, @TMarrs.
I appreciate your feedback about the preferences option in QuickBooks Time. I'll be updating the steps for and other users so you can sync your Quickbooks Time and QuickBooks Desktop (QBDT) account seamlessly.
To begin with, I recommend taking note of these factors before integrating your accounts.
In QuickBooks:
- Turn on the “Full payroll” preferences
- Ensure your week start date matches in both QuickBooks and QuickBooks Time
- Ensure “Use time data to create paychecks” is checked in both the Company-wide preferences and for each active employee
- Ensure all employees are set up with at least one payroll item (time is unable to transfer without at least one payroll item mapped)
- Be able to sign in as the main admin (username is generally “admin”)
- Be able to switch to single-user mode
- Be on the computer you will be using to sync QuickBooks Time and QuickBooks Desktop because the sync can only be performed in one location.
- Ensure all users that need to have time exported to QuickBooks are added in QuickBooks as either an Employee or Vendor (including admins, if necessary).
Once ready,
- Launch QuickBooks Desktop.
- Open your QuickBooks Desktop company file that you want to integrate with QuickBooks Time, and sign in as the main administrator and in single-user mode.
- Sign in to QuickBooks Time as an administrator.
From there follow the instructions provided by K_Siman on how to install the QuickBooks Time Quickbooks integration add-on.
If you're getting the same issue, I would suggest reaching out to our QuickBooks Time Support for further assistance. A live representative can look into your account securely and help you integrate your accounts.
On the other hand, you can learn more about the time tracking features in QBDT from this article: Set up time tracking.
Please let me know if you have any other follow-up questions about this integration. I'll be right here to provide additional assistance. Wishing you a good one!
