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QuickBooks Time Settings
QuickBooks Time Settings
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Written by Ashok P
Updated over a month ago

You can explore the QuickBooks Time settings in the Control Panel to set the preferences for importing timesheets from QuickBooks to SI.

To enable and configure this integration, you will need to add some configuration to QuickBooks Time and then enable the integration on SI.

On QuickBooks Time

1/ Log in to QuickBooks Time and go to Feature Add-ons > API.

feature add ons api.png

2/ Click the Add a new application link.

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3/ Enter a name, description, and technical contact.

4/ In the Oath Redirect URI field, paste the following path: https://cloud.d-tools.com/QBTSheetsCallback.htm, then click Save.

api application details.png

The next window will display your unique OAuth Client ID and OAuth Client Secret.

You are going to need these values so either leave this window open for now or make a note of these values.

client id and secret.png

On SI

1/ Open SI, go to Start > Setup > Control Panel and click the QuickBooks Time Settings icon.

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2/ Click the Connect with QuickBooks Time button.

qb time settings connect.png

The following dialog will open.

3/ Enter (copy/paste) your Client ID and Client Secret from QuickBooks Time into the corresponding fields in SI and click Connect with QuickBooks Time in browser.

client id and secret pasted in SI.png

A browser tab will open prompting you to allow access to your QuickBooks Time data.

4/ Click the Allow button.

allow access to qb data.png

The following page will display in your browser.

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5/ Copy the URL and then paste the URL into the field in SI and then click the Done button.

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Once the connection is made, you will be prompted whether or not to disable time sheets in Mobile Install.

This is not required but you may likely rely on just QuickBooks Time for your time sheets once you enable the integration.

prompt to disable time sheets in mi.png

The button will change to display "Disconnect from QuickBooks Time" and you will then be able to map custom fields if desired.

qb time setting.png

Integration Settings

There are four options available to you to map custom fields from QuickBooks Time to fields in SI to expedite importing time sheets. These are not required but please consider setting these up if you have available custom fields in QuickBooks Time.

We also recommend making these required fields in QuickBooks Time but you do your books.

SI Entity

For this field, we recommend mapping to a List-type custom field in QuickBooks Time and the values of the list should be: Project, Task, Service Order, and Company.

This will save you the trouble of having to map an entity when importing time sheets as an SI entity is a required field.

cf si entity.png

SI Entity Number

For this field, we recommend a Text-type custom field in QuickBooks Time. Your users will then enter in the Project Number, Task Number, or Service Order Number. This field is meant to be used in conjunction with the SI entity field above.

If this is your setup, and you are requiring the custom fields in QuickBooks Time, when the user sets SI entity to "Company," they can enter anything in the SI Entity Number field as it will be ignored on timesheet import.

SI Labor Type

For this field, we recommend mapping to a List-type custom field in QuickBooks Time and the values of the list should be a mirror of your labor types list, or it could be just the labor types you bill for via time sheets.

SI Phase

For this field, we recommend mapping to a List-type custom field in QuickBooks Time and the values of the list should be a mirror of your SI phase list, or it could be just the phases you bill for via time sheets.

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