![]() This will prompt a modal to confirm the creation of a new person in QuickBooks Online. If the person does not yet exist in QuickBooks Online, select the “CREATE NEW” option from the drop down menu. ![]() If the employee / vendor already exists in QuickBooks Online but has not yet been linked to a person in ClickTime, simply select their name from the drop down list in the “QBO Name” column. After this, you will be prompted to link them to the proper entity in QuickBooks. When linking people, the first step is to designate whether the person in ClickTime is either an “employee” or “vendor” in QuickBooks Online. The methods for linking each of your options are explained in more detail here: To do so, click on the text in the “Settings” column of the preview view for the entity’s that need to be linked. ![]() This will take you to the "Link Items" page where you can establish the connection between People, Clients, Projects, and Tasks in ClickTime and their corresponding entities in QuickBooks Online. To do so before synchronizing, click the "Settings" option in the top-right and select "Link Items":Īdditionally, you will see the option to "Link Items" if you've started the export process ( explained here) and are told there are unlinked options. You can either do this after setting your export criteria ( explained below), or before you run the synchronization. If this is the first time you are using the Connector, you will need to set up your relationships so the exported data is associated with the right Employees, Customer/Sub-Customers, and Services. Single Sign-On is not currently supported for our QuickBooks Online integration. Please be aware that only a ClickTime Administrator will be able to sign into using their email address and password. Once you've authenticated your QuickBooks Online account, you will be taken back to our connector, and can proceed with setting up your relationships or exporting time to QuickBooks. After successfully logging into the connector, authenticate your QuickBooks account by clicking the green “Sign in to QuickBooks Online” button and entering the proper credentials on the following screen. Once you've heard back, you can then go to and enter the credentials for your ClickTime account. Time Off hours will not synchronize.Īfter receiving the email, our Support Team will reply confirming you have been given access. You are interested in synchronizing hours for invoicing purposesĬurrently our integration does not support synchronizing Expenses, and was not intended to be used for Payroll.You currently have a QuickBooks Online Plus (or above).Please send the message from the email address associated with a ClickTime Administrator login and confirm the following: If you would like access to our integration, please send an email to requesting access. Organizations that are interested in using our integration will need to have a QuickBooks Online Plus (or above) account and an active ClickTime account. We are also only able to support organizations using a single currency (multi-currency QBO accounts will not be able to use the integration).Ĭonfirming Data Export in QuickBooks Online Please note: The integration with QuickBooks Online is not currently supported for organizations that are using our DCAA Compliance features. Canadian and United Kingdom versions will likely work but are not officially supported. Our Connector has been tested to work with US Versions of QuickBooks Online Plus (or above) accounts. ![]() More details on getting access is discussed in the Getting Started section below. While there is no cost for using our integration with QuickBooks Online, you will need to contact ClickTime Support to be set up with access to the integration. This article will walk you through how to set up and use the connector to send your time entry data from ClickTime to QuickBooks. ClickTime’s QuickBooks Online Connector (QBOC) allows you to export approved or locked timesheet data to QuickBooks Online for the purpose of generating invoices.
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