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TSheets + Sage Intacct: How to Set Up and Use the Integration

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This integration allows Intacct users to import timesheets from TSheets for invoicing and labor costing - a significant segment of job costing.

Here's the basic flow:

  1. Integrate accounts.
  2. In TSheets, have your employees track their hours.
  3. In TSheets, download a CSV spreadsheet of timesheet data.
  4. In Intacct, import the spreadsheet.
  5. Continue with invoicing and job costing.

How to Integrate TSheets and Intacct

  1. In TSheets, go to Feature Add-ons > Manage Add-ons.
  2. Scroll down to Sage Intacct Integration, and click Install.

How to Import Timesheets from TSheets to Intacct

  1. In TSheets, go to Reports Sage Intacct Export.
  2. Select the dates, jobs, and employees, and click Download CSV.
  3. In Intacct, click Company, and under SETUP, select Company Setup Checklist.
  4. Under Import Projects, Tasks, Timesheets, at the right of Timesheets, click Import.
  5. Click Choose File, navigate to the CSV, and click Open.
  6. Back in the Import Company Information window, select the date format.
  7. Next to File encoding, select auto encoding.
  8. Enter the delivery email address, and click Import.
 

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