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QuickBooks 2006 or newer for Windows is required for Quickbooks integration.QuickBooks Mac and Quickbooks Online are not supported because they do not allow time activity to be imported.
Intervals exports time data as IIF files for importing into the QuickBooks QBTimer. Follow the instructions below to set up QuickBooks and your Intervals account. Once the setup is complete you will see the QuickBooks export icon appear to administrator level users on the following pages:
First, you will need to make sure that you have QBTimer installed in QuickBooks (it is not installed by default). If you don’t, follow these steps to install it and get QuickBooks set up for importing time from IIF files.
Now that you’ve set up QuickBooks, follow these steps to extract the COMPANYCREATETIME variable from QuickBooks (Intervals will need this value to properly export time data into QuickBooks).
It is essential that data between QuickBooks and Intervals matches, otherwise, QuickBooks will error out when trying to import the time data. For example, Quickbooks will give an error if a customer name you are trying to import matches a vendor name. The spelling and spacing of all items must match exactly for the fields in bold.
If there QuickBooks does not find a match, it will treat the data as a new client, project, etc without warning you. It's difficult reverse the data once imported (i.e. all data entries must be deleted one by one) so it's best to make sure the fields match beforehand
Are you a QuickBooks power user? If so, we’ve updated the QuickBooks functionality for exporting time tracking data to IIF formatted files to support mapping work types to sub items. When creating your work types, use a colon to format the work type as an item/sub-item. For example, creating a work type labeled as “Web Design:HTML” will translate to QuickBooks with “Web Design” being the item and “HTML” being the sub-item. While this feature doesn’t add the ability to create sub work types, it does allow QuickBooks power users to take advantage of the items/sub-items feature within QuickBooks.
After you have downloaded and saved an IIF file from Intervals, follow these instructions to import the file into QuickBooks.
Intervals is web-based project management software developed by Pelago.