Many of our customers find that when they connect Time Tracker to their QuickBooks PC or QuickBooks Online account, they can create a much more efficient time entry and billing process.
Time Tracker makes it easy for your employees to enter time from anywhere, including from their mobile devices, iPad, Outlook, and the Desktop Widget. An admin (usually the manager or a bookkeeper) then reviews and approves these entries in Time Tracker. Once you connect Time Tracker to QuickBooks, any approved entries automatically sync to QuickBooks for billing, and if enabled, payroll (optional). It works with QuickBooks PC or QuickBooks Online.
If you'd like to jump right in and start connecting Time Tracker to QuickBooks, here's a step-by-step guide.
Here's how it works.
Employees make entries in Time Tracker
Let's say you are a law firm. Your team uses Time Tracker to make their time entries. So one attorney might enter his hours at court with Time Tracker's free iPad app. Another attorney might enter her hours while working from home using Time Tracker's free Microsoft Outlook plugin.
The nice part is that when you connect Time Tracker to QuickBooks, your employees can enter time under your QuickBooks employee, customer, and service items.
If you use payroll and classes in QuickBooks those will be available too.
Timesheets from QuickBooks will also sync to Time Tracker. So any employees, customers, or service items you created in QuickBooks will appear automatically in Time Tracker.
This makes your billing administration much more efficient and saves you or your bookkeeper from having to manually enter time and billing descriptions at the end of the month.
Employees submit their time
At the end of the day, week, or month, employees can submit their time entries for approval. These entries are then sent automatically to the Time Tracker admin (usually the manager or bookkeeper).
The admin approves entries for billing in QuickBooks
All of these time entries will appear in the admin's central dashboard. The entries can be edited and approved.
Time Tracker will automatically sync the finalized entries to your QuickBooks PC or QuickBooks Online account for invoicing and payroll (payroll is optional and you can use the connection just for invoicing if you like).
You bill for time in QuickBooks
When you login to QuickBooks, you'll see all your approved entries waiting for you in QuickBooks' Weekly Timesheet. You can then create invoices from those entries. Do payroll, if you decide to enable this service. And pay any regular contractors.
Once connected, Time Tracker and QuickBooks will automatically sync with each other.
But what if I have data saved in QuickBooks?
Any data that you have in either Time Tracker or QuickBooks will be synced within a few minutes. Once you connect your accounts any existing employees, customers, classes, payroll, and service items will automatically appear in Time Tracker.
And if you create a NEW item to the above mentioned lists in QuickBooks—you and your employees can immediately enter time for those items in Time Tracker.
How to connect Time Tracker to QuickBooks for PC or QuickBooks Online
Connecting Time Tracker to QuickBooks only takes 5-10 minutes. You can request free help from a Time Tracker expert. Or do it yourself with this step-by-step article.
Free personal help with set-up
Our team can personally help you with set-up. Email <[email protected]> or call us at 1-800-851-0992.
Do it yourself with a step-by-step article:
Here's a step-by-step article, showing you how to connect your Time Tracker account to QuickBooks PC or QuickBooks Online.
Get the full details about connecting to QuickBooks
If you are still unsure about whether connecting QuickBooks to Time Tracker is right for your team, here's a detailed article explaining everything--from what data gets moved from QuickBooks into Time Tracker, how the connection works, and how the two accounts will work together.