SyncLinx is an application we offer to assist with bridging the gap between QuickBooks and ExakTime Connect. With SyncLinx, you can import your QuickBooks employees/vendors, customers/jobs, service items, and non-inventory parts into ExakTime as your employees, locations, cost codes, and expenses. This helps you get started with using ExakTime quicker and limits any double-entry you need to do.
AccountLinx is the other half of SyncLinx and allows you to export your ExakTime time data into QuickBooks. If you would like steps on setting up AccountLinx and exporting your time data into QuickBooks, refer to our article that covers connecting the applications and the exporter settings.
As each company can set up its QuickBooks company file in unique ways, we have provided generic steps below to try to cover the basics and may not be able to address all scenarios. It is advised to read through all the steps for each section before proceeding to understand what is needed and possible.
Table of Contents
- Prerequisites
- Understanding What We Import
- QuickBooks Import Settings
- Importing Entities from Sage 100
Prerequisites
This article assumes that you have installed SyncLinx/AccountLinx and have connected them with your QuickBooks company file. If you need assistance with either, you can refer to the articles below:
- Guide to Installing/Updating AccountLinx/SyncLinx
- Connecting AccountLinx/SyncLinx to QuickBooks (Local)
Understanding What We Import
- QuickBooks Employees/Vendors import as ExakTime Connect Employees
- QuickBooks Customers & Jobs import as ExakTime Connect Locations
- QuickBooks Service Items import as ExakTime Connect Cost Codes
Importing Employees
SyncLinx populates with QuickBooks Employees & Vendors to import into ExakTime as Employees.
Importing Locations
SyncLinx populates with QuickBooks Customers and Jobs to import into ExakTime as Locations.
The Customer's name in QuickBooks will be used as the name of the location in ExakTime when it is imported. In the event you have a customer with multiple jobs in QuickBooks, each job will import as an individual Location. The customers and jobs will be named like so:
- Customer Name
- Customer Name: Job 1
- Customer Name: Job 2
- Customer Name: Job 3
When importing a customer or a job from QuickBooks, the 'Shipping' address of the customer will be typically used for the ExakTime Location profile and to help derive the Geofence. If the address of the ExakTime Location should be based on the 'Billing' address of the customer, you must specify it from the QuickBooks import settings.
Importing Cost Codes
Cost Code (also known as activities or tasks) can be imported via SyncLinx by using the Service Items from QuickBooks. Service items are typically entered under Lists > Item List in QuickBooks. The Item Name/Number field determines the Cost Codes's name upon import.
Importing Expenses
Non-Inventory Parts in QuickBooks can be imported into ExakTime as expenses. Non-inventory parts are typically entered under Lists > Item List in QuickBooks
QuickBooks Import Settings
The settings unique to QuickBooks for SyncLinx allow you to confirm the QuickBooks Company File you are connected with, if you want to include vendors in the employee list, and which address to use for locations when importing.
- Go to Tools and click QuickBooks Settings.
- Adjust the settings for the QuickBooks importer as needed:
- QuickBooks Connection
- Company File Name - The QuickBooks Company File that SyncLinx is currently connected to.
- Other
- Include Vendors in Employee List - If enabled, vendors will populate the 'Get Employees' list to import into ExakTime.
- Address Import
- Address Type - The selected address type will determine the address that will be imported for the location. This address type defaults to 'Shipping'.
- QuickBooks Connection
- Click Save when finished.
Importing Entities from QuickBooks
The import process for SyncLinx is standardized for all accounting/payroll applications we integrate with. If you are unfamiliar with using SyncLinx, please refer to the following article.