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What are the requirements for QuickBooks integration?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.How does data get from Intervals into QuickBooks?Intervals exports time data as IIF files for importing the data into 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:
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Just wanted to report on my experience in hopes that it'll save others some troubleshooting time. I am using Quickbooks 2008 Premier Professional Services edition, and I found that when I imported projects/jobs, worktypes/items that did not already exist in Quickbooks, Quickbooks simply created a new one. This was pretty handy because I had added some new projects/jobs along the way, and it saved me some time not to have to add it in both places.
However, when I tried to import a client/customer that did not already exist in Quickbooks, it did error out and close Quickbooks as this original post says. Of course once I went into Quickbooks and created matching clients, the import worked perfectly.
Thanks for updating the forums with your experience. It really helps our customers to hear about others experiences. Meanwhile, if you have some ideas for how we can improve this feature please log into your Intervals account and click on the feature request link in the footer. This creates a formal request that is tagged with an ID and alerts our development team who will respond within 24 hours.
We'll consider the option of having Module sync with the QB Class. Sounds like an interesting idea worth researching more.
It is true that Intervals will not work with Quickbooks online or the Mac version. We have tried to let our customers know on the QuickBooks settings page within Intervals, and above in this forum post:
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.
Is there a way to prevent Modules from being exported to QuickBooks as Payroll Items?
Based on the suggested usage of Modules in Intervals, and the suggested usage of Payroll Items in QuickBooks, I'm actually having a hard time seeing how they relate. For our business, I intend to use Modules to designate different phases of projects (e.g. "Phase 1 - Design", "Phase 2 - Development", etc). However, in QuickBooks, our existing "Hourly Wage" Payroll Items are simply "Hourly Rate A". I don't see "Phase 1" as conforming to QuickBooks' intended usage for Payroll Items.
That being said, is there any way to simply ignore the Modules on export, or to have them mapped to a different field? I can certainly see their value when generating reports and invoices, just not as Payroll Items.
The best way to modify the IIF file is to open it in Excel. This program will recognize it and tabulate the file correctly. Then, just delete the column that contains the Modules. Save the file with the IIF extension and then import that into QuickBooks.
The main reason Modules maps to Payroll Items is that we have a number of customer's using Intervals in this way, thus giving them the option to utilize the Modules field in a way that fits their workflow.
We're always open to suggestions :)
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