About Reckon Integration Preferences

Note: Customized setups are available from Australia TSheets Support.

When integrating TSheets and Reckon, in the Reckon Accounts Integration Preferences window, you will make the following choices:

Employee Timesheets (My Time Card) Should Show

  • Customers & Jobs: TSheets imports active customers and jobs. These will display on employees' My Time Card. They must select a customer (and job if shown) before they can clock in. (Note: By default, all customers and jobs are available to choose on My Time Card by all employees. If you would like to assign only certain customers to certain employees, in TSheets, go to MANAGE › Employees & Groups, and, to the right of the employee name, click the pencil icon ().)
  • Service Items: If you check this box, TSheets imports active service items. These will display on employees' My Time Card. They must select one or more service items before they can clock out. (Note: By default, all service items are available to choose on My Time Card by all employees. If you would like to assign only certain service items to certain customers and/or employees, in TSheets, go to MANAGE › Customers, and, to the right of the customer name, click the pencil icon ().)
  • Billable yes/no choice: If you check this box, employees will be required to mark time as billable or not before they can clock out.
  • Class: If you check this box, employees will be required to select a class before they can clock out.

Exporting Time to Reckon

Don't export timesheets prior to this date: To set a date for the timesheet import to begin, click the calendar icon, and select a date. If you plan to test TSheets for a short period of time, but do not want that data to export to Reckon, adjust the date to reflect that preference.

Other Options

Import Vendors as Employees: If you check this box, TSheets will import your vendors from Reckon as employees. This is frequently used by companies that employ 1099 contractors. Note: Only active vendors with a first and last name in Reckon will be imported into TSheets.

See also:

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