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How do I import data if I use Quickbooks Desktop?

We recommend using the Online version of Quickbooks in conjunction with MyTime as it removes any manual data entry and syncs in real time. However, if you currently use Quickbooks Desktop and want to port over your MyTime transaction data, here are two options:

 

Import Data

 

To import your data from MyTime via CSV, you’ll need to run a report, download the data, and then import it into Quickbooks. First, decide which MyTime report works best for how your Chart of Accounts is set up in Quickbooks. Often businesses will organize this data by service and product type. To access these two reports and their data follow these steps:

 

  1. Service Revenue
    1. Go to “Reports” then “By Service” under “Appointments”
    2. Select the desired date range, then select “Update”
    3. Export the data by selecting the “CSV” icon in the top right
  2. Product Revenue
    1. Go to “Reports” then “Product Sales Analysis”
    2. Select the desired date range, then select “Update”
    3. Export the data by selecting the “CSV” icon in the top right

 

Once you have downloaded each report, you’ll need to upload them to Quickbooks. This article has a good summary of the steps, including how to map the columns on each spreadsheet to your Quickbooks accounts.

 

Manually Copy Data

 

If you only need to transfer a small amount of data, Quickbooks recommends copying and pasting the data manually. MyTime’s reports update daily and the data can easily be copied over. Again, depending on how you organize your data in Quickbooks, select the appropriate report, date range, and manually copy over the values from MyTime to Quickbooks.

 

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