Did you just integrate QuickBooks Time with QuickBooks Desktop or QuickBooks Online, and are wondering how to export the data to update the changes or newly added information?
The export QuickBooks Time data into QuickBooks Desktop or QuickBooks Online is different. QuickBooks Desktop and QuickBooks Time will be integrated using the QuickBooks Web Connector, and the data sync needs to be set up.
However, QuickBooks exports data from QuickBooks Time manually, as both are web-based software. Check out this detailed article to learn how to export and sync data with the QuickBooks software you use.
Export QuickBooks Time Data in QuickBooks Online and Desktop
This section covers the steps on how to export a QuickBooks Time timesheet into QuickBooks Desktop or QuickBooks Online. Walk through the steps below carefully and sync the data in both software:
Export QuickBooks Time timesheet data to QuickBooks Online
Once the integration of QuickBooks Time with QuickBooks Online is done, you can easily export the approved timesheet data to QuickBooks Online. Here’s how to do so:
- Choose QuickBooks from the top right corner of QuickBooks Time.
- From the options, select Export All Approved Time.
- Select Export all hours in the When the Proceed with export? window.
- To review if the export is accurate, select QuickBooks in QuickBooks Time > View Sync Log.
- Go to the Time tab to open Time Entries to view the timesheet data in QuickBooks Online.
Note: You can view and manage the time in QuickBooks Online, in the Time tab, before the data is exported. Ensure the data is approved and exported before using it for purposes such as payroll and invoicing.
Export QuickBooks Time timesheet data to QuickBooks Desktop
Exporting QuickBooks Time data to QuickBooks Desktop is slightly different from exporting to QuickBooks Online. QuickBooks Online and QuickBooks Time, as a web version, we have to get the data from one software and import it to another.
However, QuickBooks Desktop is integrated with QuickBooks Time using the web connector, which will sync their data if the settings are enabled. Go through the steps below to learn how to sync the data between QuickBooks Desktop and QuickBooks Time after the setup is done:
Here’s how data syncs
- When syncing data after integration, remain on the same computer on which you set up the integration.
- Sync the data each time after updating information in QuickBooks Desktop, which you must update in QuickBooks Time.
- When you use the connector, it will perform both import and export for the new approved timesheets.
- It is not recommended to use the Auto-Run feature in the Web Connector. If you set up the auto-run, set the frequency to 60 minutes or greater.
a. Sync your data
Items that export to the weekly timesheet in QuickBooks Desktop include: customer, payroll item, service item, class, billable, and notes. Notes can be found in the description field.
- Sign in to QuickBooks Time as an admin.
- Launch QuickBooks Desktop and the Web Connector on the same computer.
- Sign in to QuickBooks Desktop as an admin and use it in single-user mode.
- Navigate to File in QB Desktop, then App Management, and select Update Web Services. This will open the QB Web Connector.
- Choose the suitable company file and click Update Selected.
b. Edit data after sync
Edit imported customers
Select Customers in QuickBooks Time:
- If you need to add a customer or job inactive from QuickBooks Time, go to Edit> next to your customers, and uncheck the Assign to all team members option.
- If you want to reactivate a customer you have deleted in QuickBooks Time, add a ‘1‘ to the customer’s name in QuickBooks Desktop, run a sync, and it will reactivate automatically.
- Once it’s done, remove ‘1’ from the customer name in QuickBooks Desktop and run another sync to update the changes.
Edit exported time
- You can edit time directly in the weekly timesheet in your QuickBooks Desktop, but these updates won’t reflect in QuickBooks Time.
- To edit or delete QuickBooks Time timesheets after exporting, unlock the timesheets and perform the same action.
Read More – QuickBooks Timesheets
Conclusion
Exporting or syncing data in QuickBooks with QuickBooks Time ensures that the data is accurate and all changes or newly added information are updated in your QuickBooks software. This blog covers everything in detail on how to export QuickBooks Time data to QuickBooks Online or QuickBooks Desktop.
For further assistance, you must connect with QuickBooks professionals and consult them about your issues. Dial +1(866)500-0076 to talk to an expert!
Frequently Asked Questions
How to run a timesheet report in QuickBooks?
To run a timesheet report in QuickBooks, go to the Reports menu> Jobs> Time & Mileage, and select a report like Time by Name, Time by Job Summary, or Time by Job Detail.
In the report, use the Customize Report option to select your date range and the specific data columns you want to see, such as employee names, customer/job, service item, and hours worked. After adjusting the filters, select OK or Run Report to generate and view your timesheet report.
How do I run a report for hours worked in QuickBooks Desktop?
To run a Hours Worked report in QuickBooks Desktop, go to Reports > Time by Name or Time by Job under the Jobs, Time & Mileage section. Select your desired date range, then click Run Report to view the total hours worked by employee or for specific jobs.
Can I track hours in QuickBooks?
Yes, you can track hours in QuickBooks using QuickBooks Time, a powerful time tracking software integrated with QuickBooks Online. This feature allows you to monitor employee work hours, manage projects, approve time for payroll and invoicing, and generate customizable reports to improve job costing and profitability.
Where can I find timesheets in QuickBooks Online?
To find timesheets in QuickBooks, use the “Timesheets” option after selecting Track Time or Time Entries from the main menu, or select Time in the navigation bar and then the “Go to classic QuickBooks Time” link in QuickBooks Online.