Staff members can be "invited" to login to the system (at which point they are not only staff members but actual BigTime "users").
Keep in mind that the BigTime import engine is extremely flexible, so you can always delete/block jobs in the system that you don't want to see.Įach active employee in you QB company file will become a staff member in BigTime. QuickBooks supports 2-3 levels of "job" in their system, so BigTime will import the lowest level in you QB hierarchy into the system when we first start out. If you use jobs in QB, then those jobs will be imported into BigTime as projects. In BigTime, we enforce a client:job hierarchy. If you use customers in QuickBooks, then we import those customers into BigTime as client/job's (eg - we have a "client" level record for your customer as well as a "job" level record). We load your company name, address, etc into BigTime based on the information you've entered in QuickBooks when you first integrate the two systems. In each case, we indicate whether the data is List or Transaction data. The table below shows a list of all of the data types that are shared between BigTime and QuickBooks.
Users with QuickBooks Online don’t need to install software, since BigTime already communicates directly with QuickBooks.
Users with QuickBooks Desktop need to download the Sync Agent, which works like a middle man: syncing information from Quickbooks to BigTime. That means employees, vendors, and service items are populated into their respective fields in BigTime. If you sync data, information that originates in QuickBooks and applies it to BigTime.
If you’d like to change an invoice that’s been posted to Quickbooks, for example, then the invoice should be deleted and reposted from BigTime.
To post time or expenses, simply go to QuickBooks, on the navigation bar, and click Post Timesheets or Post Expenses, whichever one you’re looking to post. Timesheets, expenses, and invoices are sometimes referred to as transactional data. Posting data mean you’ve got data that originated in BigTime-such as timesheets, expenses, and invoices-that you’d like to add to QuickBooks. There are two ways to share data between BigTime and QuickBooks: you can post or sync data.įind out when you’d use each function: Post Data Sharing Data Between BigTime and QuickBooks For example, you can select to export only approved time and expenses to QuickBooks. During the setup process, you can restrict how QuickBooks updates BigTime. You’ll be directed to a screen that lists several applications BigTime integrates with, including QuickBooks Online and QuickBooks Desktop.Ĭlick the icon you want to integrate with, and BigTime will prompt you with instructions. Regardless of the QuickBooks version you’re using, you’ll begin the integration process in your BigTime account:Ĭlick on My Company, at the top-right of your navigation bar, and click Integrations. It acts as a middleman: enabling information from QuickBooks to sync in BigTime. For QuickBooks Desktop, you’ll need to download BigTime’s Sync Agent.
That means you don’t need additional software to share information between the systems.