Specifying Sync Settings for Trust Transactions for QuickBooks Desktop

Purpose & Benefit: QuickBooks is a staple of small business. Millions use the software for their accounting and billing needs. QuickBooks has plenty of valuable accounting tools, so we have created a platform that seamlessly integrates with QuickBooks, allowing your firm to benefit from its accounting tools, while utilizing TimeSolv’s efficient time tracking and billing systems.

When users allocate money to an invoice or create a disbursement in TimeSolv, it means the money has moved. With this new QuickBooks Sync capability between trust and operating, we will be doing corresponding journal entries in QuickBooks sync.

To sync Trust Transactions from TimeSolv to QuickBooks Desktop as Journal Entries, follow these steps: (for QuickBooks Online, see here)

  • Select the Trust Transactions node.

 

  • Select the Sync Trust Transactions to QuickBooks checkbox. TimeSolv Trust transactions within a specific date range can be transferred as Journal Entries into QuickBooks Desktop.

 

  • Click Save, then head over to the Synchronize tab.

 

  • After specifying the date range and clicking Sync, below is an example of a successfully synced Trust Sync Finished.

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