#Desktop clicktime how to
#Desktop clicktime full

In this case we've created both items and are now moving forward:įinally, we confirm that all ClickTime Tasks are linked to the appropriate QuickBooks Service Items, so we can click 'Next'.Īs mentioned above, each Person/ Project/ Task in ClickTime can only be associated with one Employee/Customer:Job/Service Item in QuickBooks. There are two ClickTime Projects that do not have a linked Customer:Job, so you will need to link them to the corresponding item, or create them in QuickBooks:

When you click 'Link Lists Wizard', you'll need to review all People, Projects, and Tasks to make sure a relationship exists.

#Desktop clicktime full

We will briefly cover mapping during time entry - the full process for creating relationships during time entry is outlined in detail in this section of the Setup and Installation Guide. If you need to synchronize time but do not know what every relationship should be, you can change the time period or limit your synchronization to specific employees. Since the ClickTime QuickBooks Connector is an all-or-none process, every time entry must have a linked relationship before you can synchronize time. You can then use the Link Lists Wizard, or cancel the Export to check your settings:

If any of the time entries do not currently have existing relationships, the Connector will display a pop-up message indicating that some items are unlinked. The Connector will then display the time entries it has found that meet your criteria. In this case we are looking for all time entries, for all employees, for May 15, 2017: This can be helpful if you need to re-run the Connector but do not want to export entries that have already been synchronized (more details on Labels can be found in this video).Īfter setting up your criteria, click Next, and the Connector will find all the time entries that you are looking for. These fields will apply an internal ClickTime label indicating that time was exported, and to prevent anything with that label from exporting. We recommend keeping both boxes in the Labeling Options section checked as well: You will also be able to choose if you want the Connector to only synchronize Billable, Non-Billable, or all time entries regardless of Billable Status, as well as whether you want to only synchronize Approved/Locked time entries, only those that are not approved/locked, or all time entries regardless of approval status. Next you will be asked to select the time period, you'd like to synchronize and for which employees (you can choose individuals, everyone in a certain Employment Type, or everyone in certain Divisions). When you are ready to move time entries from ClickTime into QuickBooks, open up your QuickBooks Company File and then run the Connector. You will not be able to link multiple options in ClickTime to the same option in QuickBooks, or vice-versa. Please note: People, Projects, and Tasks in ClickTime can only be linked to one Employee, Customer:Job, and Service Item in QuickBooks.

#Desktop clicktime how to

If you attempt to synchronize time entries that the Connector does not know how to handle, you will be prompted to use the Link Lists Wizard to update the relationships and can then try the synchronization again.Ĭlick the link below to go the appropriate part of this guide, or click here to skip to the Expenses section.Ĭonfirm Time Entries Synchronized CorrectlyĬlickTime and QuickBooks Time Entries will map in the following way: ClickTime Please thoroughly review the Mapping ClickTime to QuickBooks section of this help guide to understand how ClickTime/QuickBooks relationships work and how to set them up.

If you attempt to synchronize anything that does not have a relationship, you will be prompted to create one before you can complete the synchronization. In order to function properly, the Connector needs to know how to treat every time or expense entry that is moving from ClickTime into QuickBooks. Linking Lists between ClickTime and QuickBooks Linking Lists (between ClickTime and QuickBooks) If you have not already, please also review this video, which covers setup, installation, and synchronization in full: We recommend reviewing the Installation and Setup guide in full before proceeding. After the Connector is installed on your computer and you have completed the Setup Wizard, you are ready to start synchronizing time (and expense) entries from ClickTime into QuickBooks.