Are you currently using the TSheets and QuickBooks Integration? Looking for a few tips to make your life a little easier? Of course you are! Read on for all sorts of fun tips, tricks and FAQs 🙂
Make changes in QB, not in TSheets.
If you need to make an adjustment to a customer name, or add a project or employee, make sure that you add all of this in QuickBooks first. Once it’s added in QuickBooks you will want to sync or import (depending on your version) and that new data will immediately be brought over to TSheets.
Set overtime up before you do payroll item mapping.
Once you import all of your initial information into TSheets you’ll have the option to assign Payroll Items (for desktop QuickBooks versions) which means you’ll first want to assign overtime settings. To do this, click on Company Settings, then under the Advanced tab, select the “Overtime” option. Here you can set up your overtime rules and then save your changes. Now click on the green QuickBooks button in the top right hand corner of your screen and select the Preferences option. In this preferences window, click the Payroll Item Mapping Tool and you will be able to assign a corresponding payroll item for each type of hour. If you don’t set up your Overtime settings first, you’ll have to go back to the Payroll Item Mapping Tool and assign an overtime payroll item after you’ve already assigned all the others, and nobody likes to back-track, right?
Did you know that you can track time in TSheets to use for payroll and invoices?
That’s right, just make the “Billable yes/no” option available on your employee timesheet and any time entries tracked with a “Yes” billable option will also be instantly available to select the next time you create an invoice for that client. Don’t worry, even if time is marked as billable it will still show up in the employee’s weekly timesheet to be included on Paychecks.
Have you found your employee passwords?
Upon your initial import you’ll be emailed a Sync Report that will include your employee’s usernames and passwords. Don’t worry, this information wasn’t yet sent to your employees, you can do that when you’re all ready to have them get started. By default they’re assigned an four digit code to be their password, but at their first web log in they’ll be asked to create a new one.
Which version of the QuickBooks Integration is best for me?
All of this depends on your workflow and version of QuickBooks.
If you’re using QuickBooks for Windows you have two options:
1. QuickBooks Online – It sounds counter-intuitive, but if you’re already using the Intuit Sync Manager for other applications, then you can also add TSheets to this and keep all of your apps in one place. Alternatively, if you’re using a hosted version of QuickBooks for Windows or if you’ll need to access your QuickBooks account from multiple computers then this would be your best option.
I accidentally deleted a customer or employee in TSheets, how do I get them back?
Great news! Getting them back will be fast and easy 🙂 All you’ll need to do is perform another sync (for the QuickBooks Desktop integration) or another import (for the QuickBooks Online integration.) This will automatically bring them back exactly as they were before.
Where do the timesheets go in QuickBooks?
Depending on your settings they will go to the employee’s weekly timesheet or they could also go to be included in an invoice for one of your customers.
By default the time is only sent to the weekly timesheet. You can find this by going to your Employee Center or your Employee List and then selecting the option to Enter Time. Here you have a choice to use the Weekly Timesheet, and you can navigate to the desired week to see all the time entries recorded for that employee.
If you also have your account set up for your employees to mark time as billable or not, then any time entry marked “Yes” for the billable option will also be visible in invoices. To view this time, simply go to the Customer under which the time was recorded and select the option to create a new invoice. Here, when you go to enter a new line item, you will see a pop up that says there are time entries recorded against this customer and you will be guided through selecting the ones you want to include on the invoice.
I have specific questions to see if TSheets will work for my QuickBooks workflow, who do I contact?
Our awesome support team, of course 🙂 Just use our Contact Us form to send a message straight to our support team and we’ll gladly help you get everything running smoothly.
I would like to do some additional reading about the QuickBooks Integration options, where can I find more information?
You can find all the detail and documentation we have about our integration on our help desk! This can be found by using the navigation bar at the top of this page, or you can just go straight to help.tsheets.com for assistance.
I am a huge fan of the TSheets and QuickBooks integration, how can I show my love?
The best way to let people know you are a die hard TSheets/QuickBooks fan is by leaving us a review in the Intuit App Center. Simply click the “Write a Review” option and you can let the whole world know that we are 5-star worthy. And thanks, we appreciate you and your time!