Quickbooks Time Tracking Setup
Our Quickbooks Online Integration allows you to link your Quickbooks account to your Hubstaff account to assist in payroll or simply sync time tracked from Hubstaff. If you are looking for a direct integration to assist in invoicing, that is not yet available. You’ll connect Quickbooks “Customers” to Hubstaff “Projects” and Quickbooks “Employees” to Hubstaff “Users”, and be able to view all timing data within Quickbooks to make payroll.
You’ll be able to make payroll payments without a manual CSV upload If a Hubstaff project is linked to a QBO “customer.”
Initial Setup
Enable time tracking in your account settings. Navigate to Account and Settings – Advanced – Time tracking then place a checkmark on the time tracking options.
Hubstaff checks that the QBO company you link us to has the “Time tracking” feature available and that it is a Quickbooks Online Plus company that you belong to. Read about QuickBooks Online plans
Without time tracking enabled it will not work as QBO will reject any API calls we make to submit time. This article has more information about time tracking in QuickBooks Online: https://community.intuit.com/articles/1145250-time-tracking-in-quickbooks-online
The QuickBooks Online integration basically logs the time through their time tracking system, so if you contact Intuit, they should be able to help you further in terms of how you’re able to see/handle that time within QuickBooks Online itself.
The Quickbooks integration doesn’t support integrating with multiple organizations, as they invalidate the previous authorization when a second QBO integration is setup with the same login.
Hubstaff integrates seamlessly with Quickbooks so you can sync the time tracked in Hubstaff as well as pay rates and pay periods to Quickbooks. This makes it easier for you to run your payroll in Quickbooks Online.
Quickbooks Online Integration Setup
Step 1
First, click on Settings & Policies > Integrations on the sidebar menu in your Hubstaff account.
Step 2
Next, click the QuickBooks under the Accounting and invoicing section.
Step 3
After clicking Quickbooks, enter a name for your integration (it can be anything you like) and click the “Create integration” button. Authorize the QuickBooks online integration.
Step 4
Next, select a company in case you have more than one. Select the company then click Next to continue.
Click the Connect button to authorize Hubstaff to connect to your Quickbooks Online account.
Step 5
Choose which projects you’d like to sync to Quickbooks. Click Sync all to connect all Quickbooks customers, or click on Select from list to choose specific projects you’d like to connect.
Step 6
Click on the Users button on the Quickbooks integration page, then click on Connect users.
A dialog box will appear where you can match the Quickbooks user to the Hubstaff user. Hit Save to finish or add more users by clicking on the Connect another user button.
Integration Settings
Navigate to the integration’s Settings page to configure the following options:
- Change the integration name
- Synchronize payment – syncs the pay rates in Hubstaff to Quickbooks employees.
- Reauthenticate the integration – refreshes the connection between Hubstaff and Quickbooks
- Delete the integration – removes the integration.
At this point, the integration should be all set. Hubstaff and QBO syncs time entries every hour. Projects hours will fall under “Classes” and “Customers”.
Additionally, the exported time from Hubstaff should show up in your reports in QuickBooks (such as the time activities by customer detail reports).
The information that is sent from Hubstaff to Quickbooks is:
- Employee name
- Date
- Time spent
The QBO integration syncs all tracked time to QBO, including the set pay rates in Hubstaff which could be used on the Quickbooks Online payroll. The time will be tagged against the specific (customer), if a Hubstaff project is linked to a QBO “customer.” Payroll is processed in QBO.
“Projects” in Hubstaff are the customers in QBO. If you’ve just set up QBO and only link the users, any time tracked in Hubstaff for that user will be synced to QBO.
“Employees” in QBO are users that need to be linked in Hubstaff.
If you link a project to a QBO “customer” then the time for that one project will also be linked to that “customer” in QBO.
The following versions of Quickbooks Online do NOT support time write-back (export):
- Self-Employed
- Simple Start
- Quickbooks Essentials
Quickbooks API syncs time in minutes, not seconds, the synced time might differ as the seconds are not included during the sync.
Tasks can be completed outside of Hubstaff in the project management tool to have the time synced as well.
The tracked time that is synchronized back to Quickbooks is marked as “non-billable”.
Supported languages: EN, FR, ES, and PT.
Quickbooks can sync up to 1 week of time tracked from the date the integration was connected.
Manual time is included in the write-back to Quickbooks.
