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How to Map Data in Timeero with QuickBooks Online

How Do I Map My QuickBooks Online Employees & Contractors?

Your employees and contractors in QuickBooks Online will need to be mapped to their corresponding users in Timeero.

  1. Navigate to Integrations > QuickBooks Online > Configuration > Configure Mappings.
  2. Click on Sync Changes from QuickBooks Online to pull all your QuickBooks Online employees into Timeero's mapping page. You should see all of your employees and contractors under the column QuickBooks Online Employees.
  3. Select the correct QuickBooks Online employee from the dropdown menu for each Timeero user and click Map Employee.qbo mapping

*If your employees are saved as Vendors in your QuickBooks Online account, you will need to remove any pay rates from their QuickBooks Online profile in order to map them to Timeero. As soon as you map them, you can reinstate the pay rate in QuickBooks Online.

 

How Do I Map QuickBooks Customers?

Customers, Sub-customers and Projects in QuickBooks Online are equivalent to a Job in Timeero. To import these into Timeero:

  1. Go to Configuration > Configure Mappings > Customers.
  2. Select the checkbox next to the customers/projects you want to import and then select Import Jobs at the bottom of the page.

Imported customers/projects will be created as Jobs inside of Timeero. After they are imported you will need to match the QuickBooks Online customer to the Timeero job and select Map Customer to finalize it.

*Imported jobs will automatically have mileage tracking turned off and Require Geofence turned on. You will need to edit these settings on the Jobs page on Timeero to match what you need.

 

How Do I Map QuickBooks Service Items?

A product item or service item in QuickBooks Online will map to Tasks inside of Timeero. You will first want to ensure that you have Tasks turned on by going to Company Settings and making sure that Allow users to choose a task when starting is toggled on. After you have turned this on:

  1. Navigate to Configuration > Configure Mapping > Service Items.
  2. Match the QuickBooks Online Service Item to the Timeero task in the drop down menu and click Map Service Item to lock it in.
  3. If there is not yet a matching task, check the box next to the Service Item and click Import Tasks at the bottom of the page.

 

How Do I Set up Mileage Chart of Accounts?

In order to export time or mileage into QuickBooks Online, you will need to set up your mileage chart of accounts.

  1. Go to Configurations.

  2. Select Configure Mapping.

  3. Select Mileage Chart of Accounts.

  4. Select the Bank Account and Expense Account for mileage reimbursement

 

*Anytime there are changes made in QuickBooks, such as a new employee added, you will need to sync changes from QuickBooks to pull that data through and map it.