Tip of the Week: Updates to QuickBooks Sync for QuickBooks Online
Stop watch
2 min read

Tip of the Week: Updates to QuickBooks Sync for QuickBooks Online

Free on-demand webinar

How to Get Clients to Pay On Time: 15 Tips in 15 Minutes!

Watch Now

Recommended by

ForbesAdvisor - The Best Legal Billing Software Of 2022

Learn How You Can Get More Reviews For Your Law Firm

Download free guide
Share:
2 min read

TimeSolv likes to help its users be on top of their accounts, so when we are asked to deliver more complex accounting needs of our clients, we delivered. Last week, we rolled out a series of updates to our sync tool for QuickBooks online. Users of the QuickBooks Sync tool do not need to do anything to update to the latest version of the software. When you open the app, you will login as usual and the new update will automatically be loaded for you. So let’s take a look at what’s new!

 

1. Sync only active Customers & Jobs

A nice new update is that you no longer have to sync all of your Customers & Jobs (aka Clients and Matters) data between QuickBooks and TimeSolv. We have added a checkbox allowing you to choose just the active Customers & Jobs to sync over.

 

2. Sync Expense Codes

Previously, the only sync-able Service Items were Task Codes. We have now added the option of being able to sync both Task Codes and Expense Codes. This separation allows you to sync in a more detailed way.

Also, if you change the Task Codes source to QuickBooks, you will see a new checkbox pop up asking you if you would like to ‘remove unmatched items’. This means that if, for example, you are only using four Task Codes out of the option of 200, you can now check this box to eliminate the sync list down to just the four codes you are actively using.

 

3. Hard/Soft Costs

We have added a whole new node dedicated to your hard and soft costs needs, so you can now differentiate for all your TimeSolv data when syncing to QuickBooks.

Please note that if you have Hard/Soft Costs turned on for syncing, you cannot have Payments and Invoices turned on too. So, for example, instead of syncing your invoices over,  this hard/soft costs feature will create journal entries for you, where you can differentiate between hard and soft costs.

Support Help

If you’d like TimeSolv support to help you through the new updates with QuickBooks Sync for QuickBooks Online, call 1.800.715.1284 or Contact support!

 

Contact support

Stay up to date with the latest articles, educational resources, and news

Subscribe to our newsletter

You might also like

Tip of the Week Empowering Timekeepers with Enhanced Permissions

Tip of the Week: Empowering Timekeepers with Enhanced Permissions

We're excited to introduce a powerful enhancement to TimeSolv that gives your Timekeeper...
Tip of the Week Ability to Unlink TimeSolvPay Transactions

Tip of the Week: Ability to Unlink TimeSolvPay Transactions

In our commitment to making TimeSolv an even more versatile tool for your legal billing...
Tip of the Week Give Your Invoices a Personal Touch with Custom Word Templates

Tip of the Week: Give Your Invoices a Personal Touch with Custom Word Templates

At TimeSolv, we understand the importance of making your client interactions feel...
Tip of the Week See Your Law Firm in a New Light with Dashboards

Tip of the Week: See Your Law Firm in a New Light with Dashboards

This week’s Tip of the Week will explore three pivotal Dashboards that are essential for...

Tip of the Week: Include Inactive Staff and Projects in Time Search

At TimeSolv, we are committed to continuously improving our software to meet your...
Tip of the Week Streamline Time Tracking with Read-Only Task Code Narratives

Tip of the Week: Streamline Time Tracking with Read-Only Task Code Narratives

This week, we're excited to introduce an enhancement that enables users to make task...
Tip of the Week Introducing the Ability to Mark Expenses as Vendor Paid

Tip of the Week: Introducing the Ability to Mark Expenses as Vendor Paid

In the fast-paced world of legal and professional services, staying ahead requires more...
Tip of the Week Create Consolidated Invoice Groups with Ease!

Tip of the Week: Create Consolidated Invoice Groups with Ease!

In the dynamic world of legal and professional services, staying ahead often means...
Tip of the Week Introducing Unique ID for Time Entries

Tip of the Week: Introducing Unique ID for Time Entries

In the fast-paced world of professional services, managing time efficiently is paramount...
Tip of the Week Unlocking the Power of Customization - Introducing the Option to Download Firm View or Client View of Your Invoice

Tip of the Week: Unlocking the Power of Customization – Introducing the Option to Download Firm View or Client View of Your Invoice

TimeSolv is excited to introduce a new feature that empowers you with even greater...