New QuickBooks Mapping Feature

Author: Hannah Francis
Published: 14/05/2023

As always, we are doing our best to improve the quality and functionality of not just our platform, but also how seamlessly it integrates with other solutions our clients use. Timesheet Portal takes pride in offering a vast number of integrations and we work relentlessly in ensuring they are smooth and require little to no effort from the user. 

We have a newly released feature for our QuickBooks online customers. This feature allows you to configure your QuickBooks mapping options from within the Client and Third-party sections. In addition to that, there’s the option to adjust within the settings. This will be useful for customers who are already integrated with QuickBooks and want a quicker and more intuitive route for updating a client or Third-party mapping.

Run-through on How to Use It

To access the option via your Client record, you need to click on System > Clients and click on the client line to open this page. This is where you will be able to select from the following options:

  • Export to Quickbooks

  • Import from Quickbooks

  • Re-Link to Quickbooks contact

  • Unlink from Quick books

To access the option via Third party you need to click on System > Third parties and edit the Third party. You will then be able to select from the same options.

For self-billing purposes, we also have added a feature to allow you to map your existing contractors. This can be found under System > Contractors > Edit the record of the contractor. You can relink or unlink a contractor to QuickBooks online.

Be Part of Future Developments

At Timesheet Portal, we are always looking for ways to give our clients as much value as we can. All of our updates and changes begin with you. Therefore, if you have any complaints, suggestions or would just like to provide feedback - we are waiting to hear from you.

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Timesheet Portal online software provided by Anfold Software Ltd, a registered company in the UK.