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 Activities
  3. Set up the a 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 the your file headers to QuickBooks Field in Step 3 of the import. 

  • 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 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 Customer.
Hours
Decimal
Hours worked.
Minutes
Decimal
Minutes worked.
Start Time
Time Format
The Time when the work started.
End Time
Time Format
The Time when the 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 Name being offered.
Hourly Rate
Decimal
Hourly bill rate of the employee or vendor for this time activity.
Taxable
Boolean

Class
Characters

Location
Characters


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

Billable, Not Billable.


Image result for errorStart time is after End time.

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