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  • Setup Xero/Quickbooks « iVisions Global Associates

    Setup Xero/Quickbooks

    • In QuickBooks Time, go to Component Additional items, then Oversee Additional items.
    • Select Install from Xero at the bottom.
    • In the Xero Coordination Inclinations window, pick your country.
    • Select Xero Connect.
    • In the Approve Application window, select your association, and select Permit Access.
    • In the Associate window, select Straightaway.

    In the Import Choices window, make your determinations:

    • Import clients from Xero: Select this to import your client list for workers to follow time against. Assuming you physically added clients in QuickBooks Time, ensure the client name matches precisely between the frameworks before your most memorable import. You can likewise add contacts as clients later, if necessary.
    • Note: In the event that accessible, the client's location will likewise adjust into QuickBooks Time for the Close by Occupations usefulness.
    • Document non-matching clients in QuickBooks Time: In the event that this was chosen coincidentally, they can be recovered by reaching QuickBooks Time Backing.
    • Assuming you physically added workers in QuickBooks Time, ensure their most memorable name, last name, and email match precisely between the frameworks before your most memorable import.
    • Appoint all imported clients to all workers: By selecting this, workers can access the complete customer list. You can uncheck this and physically dole out unambiguous clients to explicit workers later, whenever wanted.
    • Xero inventory items can be imported: Choosing this will permit representatives to choose from these things on their timesheets. These things then, at that point, show up on solicitations and QuickBooks Time reports. Select "I sell this item" and uncheck "I track this item in Xero" to ensure that all inventory items import into QuickBooks Time.
    • Require all colleagues to choose a stock thing: At the point when representatives clock in or switch clients, they'll be expected to choose a stock thing on that timesheet.
    • Select Beginning Import.

    Add Xero contacts as customers in QuickBooks Time

    • In QuickBooks Time, select Xero, then Preferences, and select Manage Xero Customers.
    • Find and select the Xero contacts you want to import as QuickBooks Time customers.
    • Select Add Customers.

    Import data to QuickBooks Time

    If you added, edited, or deleted a customer, contact, or inventory item in Xero, make sure you update it in QuickBooks Time.

    • In QuickBooks Time, select Xero.
    • Select Import.