Connect QuickBooks Online with MyTime

This article explains how to connect QuickBooks Online with MyTime and how the integration works, including what is synced and when.

Things to know:

• POS Required: You must be using MyTime POS to sync with QuickBooks Online. If you do not already have a QuickBooks Online account, you can create one at https://quickbooks.intuit.com.
• The visibility of the QuickBooks Integration is controlled by a hidden setting that only the MyTime team can enable. To enable the hidden setting, please contact our Support Team at support@mytime.com. 
• Integration Options: You can choose to use either POS Accounting Integration (learn more [here]), or QuickBooks Online integration directly.
• When connected, MyTime will:
  • Automatically create a QuickBooks Invoice and Payment every time a ticket is closed in MyTime POS.
  • Sync begins from the date you specify during setup. To change the start date later, you must disconnect and reconnect the integration.
• Invoice: An invoice is automatically created in QuickBooks Online. Each item on the MyTime ticket (services, products, gift cards, etc.) appears as a separate line item. The invoice number in QuickBooks matches the MyTime Ticket ID (e.g., Y06MV175) for easy reference.
• Payment: A payment is created and applied to the invoice. The payment method(s) used on the ticket are itemized in the QuickBooks payment.
• Recommendation: After connecting your QuickBooks Online account and running a few transactions, we recommend reviewing your QuickBooks data to ensure everything appears as expected.

To connect your QuickBooks account with MyTime: 

Follow the steps below to connect QuickBooks Online with your MyTime account. 

1. Navigate to Business Setup / Location Setup > Payments & Deposits 
2. Scroll down to the QuickBooks section to see available integration options.
3. Option 1: Use POS Accounting Integration. If your business is using the POS Accounting Integration:
   • Click the "Activate Integration Now" button 
   • A confrimation will appear to indicate that the request was successfully sent. 
   • Click 'Done' 
   • The Activate Integration Now button will become inactive (greyed out) to prevent duplicate requests.
     Note: This request will be reviewed and processed by the MyTime team. You will be notified when the integration is added to your account. 
4. Option 2: Use Direct QuickBooks Integration. If you prefer to use QuickBooks Online directly with MyTime:
   • Click the "For a basic QuickBooks integration click here." option
   • Select the locations you want to sync
   • Choose the Start From date:
     • Only tickets closed on or after this date will be exported to QuickBooks.
   • Click the Connect to QuickBooks button
   • A new window will open, prompting you to sign in to your QuickBooks account                                                                                                            
   • Once you sign in, it will launch a new window asking you to confirm the sync
   • Click “Connect" 
   • Once connected, you will be redirected to the Payments & Deposits on MyTime with the QuickBooks connected 
5. Click Save to finalize your setup

You’re all set! 

Related Articles

• What Happens when you Connect your Accounts? 
• View MyTime Transactions in QuickBooks  
• Transfer Data to QuickBooks Desktop