Xero – Configure Resync

If users need to resync data from TimeSolv to Xero, click on Account>Integrations>Xero – Non-Certified>Configure Resync tab. The user can force an update of previously sync’d records by using this screen. Specify a date/time for each of the entities you want to re-sync. Records in the corresponding entities that were updated Read more

Xero – Enable Payment/Credit Sync

Users need to set up the sync settings before they can sync for the first time. Click on Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Payment/Credit Sync Click on Enable Payment/Credit Sync checkbox   Configure the following accounts: a) Payments Account. Select a ‘Current Asset’ or ‘Bank Account’ type Xero account to record Read more

Xero – Sync Invoices in TimeSolv to Xero

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Invoice Sync Click on Enable Invoice Sync checkbox for setup.   Configure the following accounts: a) Fees Account – Select a ‘Sales’ type Xero account to record fees in. You can create a Read more

Xero – Sync TimeSolv Clients as Contacts in Xero

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Client Sync You need to first sync over TimeSolv Clients as Contacts into Xero. Click to enable the box.   After enabling Client Sync, click Save.   Map Read more

Xero – Enable Trust Transaction Sync

Users need to set up sync settings before they can sync for the first time. Head over to Accounts>Integrations>Xero – Non-Certified>Sync Setup to get started.   Enable Trust Transaction Sync Click on Enable Trust Transaction Sync.   Select a Trust/Retainer account from the dropdown list of accounts in Xero that you will be syncing the information over to. The Read more

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 Read more

Specifying Sync Settings for Trust Transactions for QuickBooks Online

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 Read more

QuickBooks Desktop – Specifying Sync Settings for Hard/Soft Costs

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 Read more