Exporting time-sheets from TimeDock into QuickBooks Desktop
Last updated - Dec 11, 2020 at 10:57AM
Configure your TimeDock for QuickBooks Desktop
- Open your QuickBooks Desktop application.
- Navigate to File > Utilities > Export > Timer Lists.
- The timer list file includes information such as your QuickBooks company number, employee names, customer names, and service items. Save the timer list file to your computer.
- Login to your TimeDock account and navigate to Setup > Import Data.
- On the left-hand menu click on QuickBooks.
- In the Import from Quickbooks (Desktop Version) box, click Choose File and select the timer list file you downloaded from QuickBooks.
- Choose your import settings by ticking or un-ticking the checkboxes underneath the Choose File button.
- Click Import File.
- Your TimeDock account is now ready for exporting timesheets to QuickBooks Desktop.
Enable Time Tracking within QuickBooks Desktop
- Open your QuickBooks Desktop application.
- Click Edit > Preferences within the top left file menu.
- On the left hand side of the Preferences window, click Time & Expenses (near the bottom).
- Then along the top, click Company Preferences.
- Tick Yes under Do you track time?.
- Review and revise any other applicable options on this screen.
- Click OK in the top right of the screen, to save your changes.
Export timesheet file from TimeDock
- Login to your TimeDock account and navigate to Export.
- Choose QuickBooks Desktop from the list of export formats.
- Select your timesheet date range by modifying the From and To filters. You can also choose a different rounding option or filter the exported timesheets by a specific department.
- Enter the default Earnings Item within QuickBooks.
- Choose how to set the Billing Status within QuickBooks.
- Choose if you want to create automatic break deductions by changing the settings in the Break Deductions box.
- Click Download File to save the timesheet file to your computer.
Import timesheet file into QuickBooks Desktop
- Open your QuickBooks Desktop application.
- Navigate to File > Utilities > Import > Timer Activities.
- Select the timesheet file you downloaded from TimeDock and click ok.
- An import summary box will appear to view an overview of hours imported per employee.