Rank: Administration Groups: Registered, Developer, Administrators Posts: 254 Location: Atlanta, GA
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OfficeClip has a Time and Expense add-in for QuickBooks. However, some of our customers cannot use the add-in because their QuickBooks hosting provider would not allow them to install add-in to their computer. In such cases you can use a manual way to export data out of OfficeClip and import to QuickBooks.
- Login to OfficeClip as an administrator
- Go to Timesheet > Import/Export
- Click on the link that says Timesheet Export to QuickBooks
- If you are doing this for the first time you need to tell OfficeClip some information about the customers and projects within QuickBooks.
- Open QuickBooks, then go to Utilities > Export >Timer Activities
- Save this in a local file and then import it in the Step 1 of the above screen
- Go through rest of the steps, OfficeClip will create a file for you to be imported to QuickBooks.
- Open QuickBooks then go to Utilities > Import > Timer Activities
- Specify the file that has just been created by OfficeClip.
Edited by user Saturday, August 28, 2021 11:15:06 PM(UTC)
| Reason: Not specified |
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