You can import Time Activities  from text files or Excel spreadsheets directly into QuickBooks Online using Excel Transactions software. 

Connect your QuickBooks Online to Excel Transactions App from QBO AppStore by clicking the "Get App Now" button

You can get the free trial of the product in the QBO AppStore. 


Basic Import Steps


Click on "Upload File" Menu and upload your file.

  1. Select your file and spreadsheet which has the Time Activities that you want to import
  2. Select the QBO entity as Time Activity
  3. Set up the mapping of the columns in your Time Activities import file to the corresponding fields in QuickBooks (Refer below Section)
  4. Click Import and your Time Activities will be directly added to your QuickBooks company.




The important step in the import is to map your file headers to QuickBooks field in Step 3 of the import. Some key steps below:

  • You need to map your file headers to "Excel Transactions" fields.This mapping will enable us to import your transactions properly in to QuickBooks company.
  • In the mapping screen, we have the "Preview Mapping" button which can help you to visualize your current mappings as per the QBO screen with your file headers.
  • Please refer basics of field mappings for more info. If you have any confusion or doubts, feel free to drop an email to support@saasant.com.



Excel Transactions Fields


Field Name
Format
Description
Name
Characters
Specifies the employee or Vendor.
Date
Date
Reference to the Transaction Date.
Hours
Decimal
Maximum Value is  8760

Hours worked.
Minutes

Decimal
Maximum Value is  59

Minutes worked.
Start Time
Time Format
Time that work started.
End Time
Time Format
Time that work ended.
Break Hours

Decimal
Maximum Value is  8760

Hours of break taken between start time and end time.

Break Minutes

Decimal
Maximum Value is  59

Minutes of break taken between start time and end time.
Description
4000 Characters

Billable Status
Boolean
TRUE if Billable, FALSE If Not Billable.
Customer
Characters
Customer Name.
Service
Characters
Service being offered.
Hourly Rate
Decimal
Hourly bill rate of the employee or vendor for this time activity.
Taxable
Boolean

Class
Characters

Location
Characters


FAQ's


Most of us would have some questions while moving data to your QuickBooks Online. Some of them for your reference below:

  • Will your application support Multi Line Transactions?

Yes. It will. More Info...

  • I made some mistakes in the mapping. Your application imported wrongly.So my QuickBooks file got corrupted. Is there any way to undo or revert?

Sometimes it happens due to the wrong mapping. It is possible to delete the entire transactions which went wrong. Our DELETE feature is the rescue. More Info...

  • I want to get an email for each upload. Is it possible?

Yes. It is. You need to enable couple of settings while importing. More Info...

  • Does your app support taxes?

Yes. It does. Tax model.

  • I don't want to create products automatically for my invoices. I can't create products before each upload. Is it supported?

Yes. It is. You need to enable couple of settings while importing. However. you can control this behavior. More Info...

  • My file has some specific date format. I don't want to change the file. Will your product support all date formats?

Yes. You can select the specific date format as per your requirement. More Info...

  • Do you have any sample templates?

Yes. We do have. Sample template for Imports.

  • What are the file types supported by your application?

txt, csv, xls, xlsx files


Possible Failures & Troubleshooting Tips


Image result for errorNo matching reference found for this vendor/employee.

Please provide valid Employee Name or Vendor Name in "Name" field.


Image result for errorCustomer needs to be provided if billable.

Please provide valid Customer Name in Customer Field.


Image result for errorThe time duration is not in the valid range.

Kindly check the value in Start Time, End Time, Break hours, Break Minutes. 


Image result for errorInvalid enumeration for one of these column(s): Billable Status   

Billable Status can be one of the following values: TRUE, FALSE


Image result for errorStart time is after End time.

Start Time is greater than End Time. Please provide valid time duration.