Regular hours

Overtime hours (*see the FAQ for details on how they are transferred)

Jobs
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Set up the users.

If needed, set up jobs and sub-jobs.

Ensure your QBO account includes payroll. The integration only supports QBO accounts with the "Track time" feature (Essentials, Plus, and Advanced plans).

Set up the employees.

If needed, configure the customers, sub-customers, and items.

If needed, configure the overtime settings.

Ensure the payroll period in QBO matches the payroll period in Connecteam.

Click on the Settings tab in the time clock, scroll down, and click on Integrations in the sidebar.

Navigate to QuickBooks Online and click on Connect.
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You will be redirected to QBO to approve the connection on their side.

Once the connection has been made successfully, click on Continue to setup to begin setting up the integration.
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First, you will see the result of our auto-matching.

If all users are matched, press Continue to move forward.

If a user was auto-matched incorrectly, you can change this manually.

If you don't want a user to be included in the integration, you can select Don't include.
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Here, you can decide whether and how to export jobs and sub-jobs working hours from Connecteam.

To match Connecteam jobs (and sub-jobs) with the related fields in QBO, select the corresponding fields in QBO. If you do not want the jobs and/or sub-jobs to be included in the integration, you can select Don't include.

If you've configured jobs but not sub-jobs in your time clock settings, you can match only the job in Connecteam to the relevant QBO field.

The available matching options are:

Each of these QBO fields can be matched to the job or sub-job fields in Connecteam.

The dropdown options for jobs and sub-jobs will reflect the objects you have in QBO for the selected field. For example, if you choose to match a Connecteam job to a QBO item, the dropdown next to the Connecteam job will list all QBO items.

If you do not want a specific job and/or sub-job to be included in the integration, you can select Don't include.

When you are finished, click on Complete setup.
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After closing the setup confirmation modal, make sure to click on Save changes in the Integrations setting page to save all the changes.
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Head to your time clock, to the Timesheets tab, click on Export, then click on Export to QB Online.
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The export is based on the selected date range and the selected users in the timesheet. Users can be filtered out if needed.

Once you have exported, a success message will appear, confirming that all selected data for the selected users has been successfully exported to QBO.

If the export was not completed successfully, you will see the errors and descriptions on how to fix them.
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Now that you've successfully exported to QBO, please verify that the hour units have synced correctly to your employees' timesheets in QBO.

As your company grows and changes, you will likely add new items, such as new users, jobs, or sub-jobs. Before these items can be exported to QBO, they need to be matched. To do this:

If you need to disconnect the integration, follow these steps:

Due to current limitations of the QuickBooks API, the integration with Connecteam does not support transferring overtime hours separately from regular hours.

Instead, overtime hours are included and calculated alongside regular hours in the export.

However, QuickBooks will notify you if the hours exceed the regular limits, allowing you to easily make adjustments with just a few clicks.

To ensure this functionality works as expected, be sure to configure the overtime settings in your QBO account.
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Yes, but all time clocks should be connected to the same QBO account.
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The hours you export from Connecteam will always overwrite your hours in QBO.

This likely means that you have made changes to your Connecteam account since setting up the integration.

It’s possible that you have added new users, jobs, or sub-jobs.

You will need to match these items prior to exporting the data.

Currently, the QuickBooks API does not support transferring hours for contractors. When this feature becomes available, we'll be sure to add it to the integration!
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Each admin has a unique login to QBO, which means that every admin must personally connect their account to the integration.

The integration will continue to function even if you take no action.

If you want to export hours by job, go to the integration setup by entering the Time clock, clicking on Export, finding the Export to QB Online option, and clicking the settings icon. From there, you can configure jobs according to the step-by-step setup guide provided above.