QuickBooks Sync Installation

TimeSolv data can be synced to QuckBooks online/desktop version by using TimeSolv QB Sync application. Following are the steps to install the Timesolv QB Sync application:   As a firm admin or user having full rights on account, log on TimeSolv web app Go to the Accounts>>Import/Export>>QuickBooks tab Click the Read more

Getting Started with the TimeSolv QuickBooks Sync Application

Following are the steps to log on to TimeSolv QB Sync application: Enter valid TimeSolv log in ID in the Login Name field Enter a valid password for the ID in the Password field Enable the Remember Me check box so that the application can remember the credentials for the Read more

Specifying Sync Setting for Expenses

To sync billable expenses from QuickBooks to TimeSolv and reimbursable expenses from TimeSolv to QuickBooks, follow these steps: Select the Expenses node Enable the Sync Billable Expenses to TimeSolv check box Enable the Sync Reimbursement Expenses to QuickBooks check box Select an employment status from the Employment Status drop down Read more

Specifying Sync Setting for Invoices

To sync customers and jobs from TimeSolv to QuickBooks, follow these steps: Select the Invoices node Enable the Sync Invoices to QuickBooks check box Select a QuickBooks accounts receivable account from the A/R Account drop down Select an Invoice Detail option such as Summary/Condensed/Detailed If the Summary option is selected Read more

Invoice Sync

Syncing Detailed Invoices from TimeSolv to QuickBooks Ensure that service items selected for Interest, Discount, Adjustment, and Tax map to the service items in QuickBooks with the correct Item type.  For example, Discount Item must have Item Type to be Discount.  This choice of item types can easily be seen Read more

Update of existing invoices in QuickBooks using QBSync

Question: A customer transfers an invoice from TimeSolv to QuickBooks and then modifies it in QuickBooks.  What happens when they re-sync for the same date range? Does QBsync update the invoice in QuickBooks back to what was in TimeSolv or will it just ignore the invoice because it exists in Read more

Specifying Sync Settings for Employees

To sync employees from TimeSolv to QuickBooks Desktop and vice versa, follow these steps: Select the Employees node   Enable the Sync Employes check box Select TimeSolv or QuickBooks from the Source drop down.  This choice will determine the direction of the sync. Select the Transfer All Info check box Read more

Specifying Sync Setting for Payments

To sync payments from TimeSolv to QuickBooks, follow these steps: Select the Payments node Enable the Sync Payments to QuickBooks check box Select a QuickBooks account receivable from the A/R Account drop down Select a credit memo item from the Credit Memo Item drop down Select a write offs item Read more

Payments Sync

To sync Payments, you are required to select a Service Item for Credit Memos.  If you don’t already have a service item representing Credit Memo, enter a new Service Item in QuickBooks Desktop of type “Service”, see screenshot below associated to an “Income” Chart of Account. Figure 1 – Payments Read more

Payments not syncing to QuickBooks Online

While syncing payments from TimeSolv to QuickBooks, if you are getting an error on QB Sync: “QuickBooks error message: Transaction not in balance”, one of the issues that can cause this error message is when multiple payments entered in TimeSolv are identical. When QB Sync sends payments over to QuickBooks, Read more

Allocating Payments to Invoices in QuickBooks Online

Due to limitations of QuickBooks online, QBSync can only sync payments from TimeSolv to QuickBooks online at the client level. The following information provides information on allocating payments in QuickBooks online after they have been transferred from TimeSolv. Single matter/project invoice After the payment has been transferred to QuickBooks online, Read more

Specifying Sync Setting for Customers & Jobs

To sync customers and jobs from TimeSolv to QuickBooks Desktop and vice versa, follow these steps: Select the Customers & Jobs node Enable the Sync Customers and Jobs check box Select TimeSolv or QuickBooks from the Source drop down. This choice will determine the direction of the sync. Customers in QuickBooks Read more

Specifying Sync Setting for Service Items

To sync service Items TimeSolv to QuickBooks and vice versa, follow these steps: Select the Service Items node Enable the Sync Service Items check box Select TimeSolv or QuickBooks from the Source drop down Click the Save button to save the information

Specifying Sync Setting for TimeCards

To sync timecards from TimeSolv to QuickBooks, follow these steps: Select the TimeCards node   Enable the Sync TimeSolv TimeCards to QuickBooks TimeCards check box Specify an employment status (All/Employee/Contractor) in the Employee Status drop down Enable the Sync TimeSolv TimeCards to Quickbooks Bills option Select a QuickBooks item from Read more

Specifying Sync Setting for Vendors

To sync vendors from TimeSolv to QuickBooks: Select the Vendors node   Enable the Sync Vendors to QuickBooks check box Enable the Create Vendors for Employees check box and specify a suffix.  QuickBooks requires all Employees, Vendors, and Customers to have unique names.  The employee’s name can’t be used in Read more