Call QuickBooks Desktop Support and know how to Integrate QuickBooks with TSheets

 In this article you will learn how to integrate QuickBooks Desktop for Windows with TSheets using a direct integration method. You can set up an account directly within QuickBooks if you don’t have a TSheets account.

Please Note:

This integration method can only be availed in the US only.

With any integration, QuickBooks for Mac is not compatible.

For QuickBooks 2018 and newer versions only the integration method is available. To Integrate TSheets and QuickBooks Desktop using the Web Connector for QuickBooks 2015-2017, contact QuickBooks desktop support.

Make sure, in QuickBooks:

• In both the Company-wide preferences and for each active employee “Use time data to create paychecks” is checked.
• In Company-wide preferences, make sure that “Do you track time?” is marked as “Yes”.
• All employees are set up with at least one payroll item (time is unable to transfer without at least one payroll item mapped).
• To sync TSheets and QuickBooks Desktop because the sync can only be performed in one location you will only be your own computer.
• In QuickBooks as either an Employee or Vendor (including admins, if necessary) all users who need to have time exported to QuickBooks are added.
• Creating and connecting to a new TSheets trial
• Firstly, launch QuickBooks Desktop.
• Sign in as the main administrator and in single-user mode (File, then select Switch to Single-User mode) after opening the QuickBooks Desktop company file you want to integrate with TSheets.

Do one of the following, in QuickBooks Desktop:

• Enter Time from the Home screen, and then click on Activate TSheets.
• In the Customers menu select Enter Time, and then Activate TSheets.
• In the Employees menu select Enter Time, and then Activate TSheets.
• A window appears on screen. And then click onTry TSheets for Free.
• Now, you need to complete the company information that was not pre-filled.
• Click on Try it free now.

Please Note: To finish completing this first-time sync between QuickBooks Desktop for Windows and TSheets, it will take a few minutes.

Your new TSheets account will display in a browser window in QuickBooks Desktop once the connection is complete. Along with a walkthrough of your new TSheets account set up and use the integration will be displayed. Please read the steps and settings below.

Connecting your existing TSheets account

Please Note: If your TSheets account is integrated with QuickBooks Desktop + Web Connector then this option is not available for you.

Launching QuickBooks Desktop.

Sign in as the main administrator and in single-user mode (File, then select Switch to Single-User mode) after you open the QuickBooks Desktop Company file that you want to integrate with TSheets.

Do one of the following in QuickBooks Desktop:

• Enter Time from the Home screen, and then click on Activate TSheets.
• In the Customers menu select Enter Time, and then Activate TSheets.
• In the Employees menu select Enter Time, and then Activate TSheets.
• A window appears on screen. Now, sign in.
• To sign in, enter your TSheets username and password. Once you sign in, your first sync will initiate.

Please Note: To finish completing this first-time sync between QuickBooks Desktop and TSheets it may take a few minutes.

Your TSheets account will display in a browser window in QuickBooks Desktop once the connection is complete. Set up and use the integration will appear on screen. For steps and settings, contact QuickBooks Desktop support.

Steps and settings :

• To meet your company’s needs and to make your first-time data export runs smoothly you may want to customize your TSheets account.
• Firstly, access your TSheets account
• Launch QuickBooks Desktop and then perform any of the following:
• Enter Time from the Home screen, then click on Use TSheets.
• Select Enter Time and Use TSheets from the Customers menu .
• Select Enter Time and Use TSheets from the Employees menu.
• In QuickBooks, a browser window will open displaying your TSheets account.

Please Note: A “Congratulations!” window will display in TSheets after your first sync. Now you will see your next steps to best use the integration.

What is Payroll Item Mapping?

Before time can be exported to Quickbooks, each employee must at least have one payroll item mapped. For appropriate time types in TSheets (i.e., Regular, Overtime, time off, etc.) use this tool to map their QuickBooks payroll items. To know how to Map QuickBooks Payroll Items, contact QuickBooks Desktop Support.

What are Integration Preferences?

• You can access the preferences window at any time if you missed the instructions upon setup or need to change a setting.
• Select the QuickBooks drop-down in the top right in TSheets.
• Click on Preferences and make the desired changes. For more detailed information about QuickBooks Integration Preferences contact us.
• Choose what information you’d like your employees tracking time against: Customers/Jobs, Service Items, Billable yes/no, or Class under Employee Timesheets Should Show.

Please Note: When customer & job are pre-clicked you will have an already pre-populated Customer list in TSheets. To know how to create and manage Jobs or Customers contact us.

• Choose if you’d like to import your Vendors as Employees in TSheets from the Other Options. Employees from QuickBooks will be imported automatically.
• For Windows and TSheets, sync between QuickBooks Desktop.

Do one of the following in QuickBooks:

• Enter Time from the Home screen, and then click on Sync TSheets.
• Select Enter Time and Sync TSheets from the Customers menu.
• Select Enter Time and Sync TSheets from the Employees menu.
• Once sync is performed and updated or any new information from QuickBooks is added into TSheets. You need to send Approved timesheets from TSheets to QuickBooks.

Please Note:

• Before they can be exported to QBD, approve the timesheets.
• Once time has been exported, it will be locked down and it will not be exported again.
• Please contact TSheets Support to help you unlock that time if you need to Edit or Delete timesheets in TSheets after they have been exported.

To know more on how to integrate TSheets with QuickBooks in QuickBooks desktop, call on our QuickBooks desktop support number. You can also write to us at support@quickbooksupport.net . For more information visit – www.quickbooksupport.net.