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How to Set Up the QuickBooks Online Integration

Learn how to integrate your QuickBooks Online account with your ClockShark account

The QuickBooks Online Integration requires a QuickBooks Online Essentials subscription, or a higher plan.

Once connected to QuickBooks Online, your ClockShark Customers, Jobs, Tasks, and Employees can be synchronized automatically or manually with your QuickBooks Online Customers/Jobs, Service Items, Vendors, Employees, and Payroll Items. You can also export your time activities from ClockShark to QuickBooks Online.

Set up the integration

To set up the integration:

  1. Go to Admin > Integrations.
  2. Under QuickBooks click +Add.
  3. Click Connect to QuickBooks.
  4. Select the right company name, and click Next.
  5. Click Connect, and you will see the page Create QuickBooks Online Mappings.
  6. On the Mappings page, you have the option to map any ClockShark tasks, jobs and employees to existing QuickBooks service items, customer/jobs and employees. 

After you’ve set up the integration and finished mapping, you can go to TIME > View page, click Export to QuickBooks to export time to QuickBooks Online. Learn more in How to Export Time to QuickBooks.