Reckon Integration Frequently Asked Questions (FAQ)

General

Q. Can TSheets change my company file information?
A. Absolutely not! The only information that TSheets adds is approved timesheet data.

Q. Can I import and export at the same time?
A. Yes. Web Connector imports and exports at the same time. See: How to Import from Reckon and How to Export Timesheet Data to Reckon.

Q. What all does TSheets import from Reckon?
A. TSheets imports all of your active employees, vendors, customers, jobs, projects, service items, classes, and payroll items.

Employees

Q. How do I add a new employee?
A. Add new employees in Reckon, not TSheets, then sync with TSheets. To add employees in Reckon, go to the Employee Center, and select the option to add a new employee.

Q. How do I know what my employees' passwords are?
A. After importing the employee into TSheets, you will receive an email with the details of the import called a sync report. This will contain the usernames and passwords for each of your employees.

Q. Why didn't my employees' pay rates show up in TSheets?
A. Since TSheets does not do any payroll calculations, we do not import pay rates. You do, however, have the option to enter this information into the employees' TSheets profiles. Then you can run a wage report that calculates hours worked multiplied by the pay rate.

Customers

Q. Can my employees track their hours against customers and jobs?
A. Yes. This is set up in the TSheets Reckon Integration Preferences window. Your employees will be required to select a customer or project before they are able to clock in. You also have the option of asking them to select a service item, a class, and to indicate if the time is billable.

Q. How do I remove a customer/job from TSheets?A. Once you mark the customer or job as inactive in Reckon, perform a Web Connector sync. This will remove the customer and/or job from TSheets.

Q. Can I bring a customer or job back if I delete it in TSheets?
A. Yes. If you've deleted a job or project in TSheets, just make a quick change to it in Reckon, such as deleting the name and entering it again, or even just opening the client editor, not changing anything, and clicking Save. This will update the last modified date, and when you do another Web Connector sync with TSheets, the job or customer will be reactivated.

Service Items

Q. What are service items?
A. Service items, within TSheets, are the same services you have listed in your Reckon company file. These are typically activities and services that your employees perform for your clients.

Q. Does the billable rate of a service item apply to their timesheet in Reckon?
A. Yes. If you have set up a billable rate to be associated with a service item in Reckon, once you export the hours to Reckon, it will have that same billable rate associated with it for invoices.

Tracking and Exporting Hours

Q. Can my employees track their hours as billable within TSheets? A. Yes. To do this, at the top right of TSheets, click Reckon › Preferences › Billable yes/no choice. Then, before they can clock out, they will be required to mark their hours as billable or not.

Q. Can employees add notes to their timesheets?
A. Yes. Then once that time is exported to Reckon, the notes will display in the description field of the time entry.

Q. I exported my employees'hours but had to make adjustments to the timesheet in Reckon. Will those changes be shown in TSheets?
A. No. But TSheets also does not make any adjustments to the time entry in Reckon, so it will not be reverted and your changes will be saved. For help fixing the timesheets, contact TSheets Support.

Q. Can I review the time before it gets sent to Reckon?A. Yes, actually, you have to review and approve all timesheets before they can be exported to Reckon.

Q. I have time approved and ready to go to Reckon, but when I click Export, it says that I do not have any time to export. What causes this?
A. If you are tracking overtime, even for just one employee, but the week has not yet finished, you will not be able to export any hours. To properly calculate overtime, the week must be completed before you can export timesheets.

Q. If I am having trouble with my TSheets and Reckon integration, how do I get problems resolved?
A. By reaching out to the TSheets Support team! We will do our best to help you with whatever problems come up and assist you in escalating the problem to Reckon support, if necessary. We are available:

  • Mon: 7am-2.30pm and 8pm-midnight
  • Tues: Midnight-2.30pm and 8pm-midnight
  • Wed: 12am-2.30pm and 8pm-midnight
  • Thurs: 12am-2.30pm and 8pm-midnight
  • Fri: Midnight-2.30pm and 10pm-midnight
  • Sat: Midnight-10am

See all of the other awesome Reckon help documents.

Feedback and Knowledge Base