Home > SI Documentation (v19) > Administrator Guide > Setup > Control Panel > QuickBooks Time Settings

QuickBooks Time Settings

 

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Here you can establish a connection between SI and QuickBooks Time and set your preferences for importing time sheets into SI.

Initial Setup

 

Log in to QuickBooks Time install the API Add-on.

 

Once installed, click Feature Add-ons->API:

 

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Click the "Add a new application" link:

 

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You must enter a Name, Description, and Technical Contact. In the "Oath Redirect URI" field, paste the following path: https://cloud.d-tools.com/QBTSheetsCallback.htm, then click Save.

 

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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.

 

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Open SI and got to Start->Setup->Control Panel and then open QuickBooks Time Settings and click the Connect with QuickBooks Time button:

 

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The following dialog will open where you will need to enter (copy/paste) your Client ID and Client Secret from QuickBooks Time into the corresponding fields in SI. Click the "Connect with QuickBooks Time in browser":

 

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A browser/tab will open prompting you to allow access to your QuickBooks Time data. Click the Allow button.

 

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The following page will display in your browser:

 

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Copy the URL and then paste the URL inteo 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 be relying on just QuickBooks Time for your time sheets once you enable the integration.

 

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

 

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Settings

 

There are three options available to you to map custom fields from to 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 you boo.

SI Entity

 

For this field we recommend mapping to List-type custom field in QuickBooks Time and the values of the list should be: Project, Task, Service Order, Company. This will save you trouble of having to map an entity when importing time sheets as an SI Entity is a required field.

 

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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 user sets SI Entity to "Company", they can enter anything in the SI Entity Number field as it will be ignored on time sheet import.

SI Phase

 

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

Importing Time Sheets

 

Once you've made the connection to QuickBooks Time you can now import time sheets from QuickBooks Time into SI.

 

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