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.