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QuickBooks Desktop Integration Frequently Asked Questions

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General

Q: What permissions do I need to import and export data between QuickBooks Desktop (QBD) and TSheets?
A: You must be an administrator in TSheets and have administrative permissions in QBD. It is recommended to run the sync while logged into QBD as the main admin and in single user mode. 

Q: Can I import and export from any computer?
A: No. You must use the computer on which the Web Connector integration was set up.

Q: How do I transfer data to and from QBD?
A: See How to Import from QuickBooks Desktop and How to Export Hours to QuickBooks Desktop.

Q: Can TSheets change my company file information?
A: No. The only information that TSheets exports is approved timesheet data. 

Q: Can I import and export at the same time?
A: When you run a sync with Web Connector, the import and export processes run at the same time. 

Q: What does TSheets import from QBD?
A: TSheets imports all active employees, vendors, customers/jobs, service items, classes, and payroll items (depending on your preferences).

Employees

Q: How do I add a new employee?
A: Add new employees in QBD, then import them into TSheets.

Q: How do I know what my employees' passwords are?
A: After importing an 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 employee's pay rate show in TSheets?
A: Since TSheets doesn't do any payroll calculations, TSheets doesn't import pay rates. You have the option to enter that information into an employee's profile (Employees), but it is just a reference. 

Q: Why aren't my vendors importing from QBD? 
A: Only vendors that have a value in the first name and last name fields will be imported into TSheets. Also, make sure this option is checked in TSheets: QuickBooks dropdown > Preferences > check the option "Import Vendors as Employees". 

Customers and Jobs

Q: Can my employees track time against customers and jobs?
A. Yes! This is set up in the TSheets QuickBooks Integration Preferences window.

Q: How do I remove a customer or job from TSheets?
A: Mark the customer or job as inactive in QuickBooks, then perform a sync in the Web Connector. This will remove the customer and/or job from TSheets. Alternately, you can remove the customer from TSheets. Go to Customers > Pencil Icon next to the customer > uncheck Assign to Everyone. The customer will no longer be visible to employees. You can also remove the customer from TSheets by clicking the X. The customer will not reactivate in subsequent syncs, unless it is edited in Quickbooks, triggering the re-activation.

Q: Can I bring a customer or job back if I delete it in TSheets?
A: Yes. Just make a quick change to it in QBD, such as adding a "1" after the customer name and clicking OK to save. This will update the last modified date, and if you do another import into TSheets, it will reactivate that same customer or job. (Later, you can remove the "1" from the customer name and then sync again to remove the "1" from TSheets.) 


Service Items

Q: Does the billable rate of a service item apply to their timesheet in QuickBooks?
A: Yes. The billable rate will show up within a timesheet in QBD if the timesheet is both associated with a service item rate and if it is marked as billable.


Tracking and Exporting Time

Q: Can I track my time as billable within TSheets?
A: Yes. At the top right of TSheets, click QuickBooks > Preferences. Check the box that says Billable Yes/No (also check Require Billable Yes/No if you would like this field required). Then, when your employees clock in and out, they'll be asked if their time was billable or not. The time will export to QBD with their selection. 

Q: If an employee adds a note to their time card, where will that show in QBD?
A: When timesheet data is exported to QBD, it displays in the notes field in Weekly Timesheets.

Q: I exported an employee's hours, but had to make adjustments to the timesheet in QBD. Will those changes be reflected in TSheets?
A: No, they will not, but TSheets will also not make any adjustments to the time entry in QBD, so it won't revert, and your changes will be saved. We recommend that, if you need to adjust a time entry, that you do it in TSheets, then export again to QBD. Support must be contacted to remove the export lock.

Q: Can I review the timesheets before they get sent to QBD?
A: Yes, actually, you must review and approve all timesheets before they can be exported to QBD. See: How to Export Hours to QuickBooks Desktop

Q: I have hours approved and ready to export to QBD, but when I run a sync, my sync log doesn't show any time exported. What causes this?
A: This setting may not be selected: In TSheets, at the top right, click QuickBooks > Preferences > Export approved time data when syncing.

Q: If I'm having trouble with my TSheets and QBD integration, how do I get the problem resolved?
A: Just contact our Support team! We'll help you with whatever problems come up and assist you in escalating the problem to QuickBooks support, if needed.

 


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