Categories
QuickBooks Release Notes

ClickTime Version 9.42

ClickTime Version 9.42 includes the following updates:

  • ClickTime Connector with QuickBooks  – We’ve updated the installer to include an updated security certificate. No upgrade is required for people already using the Connector.
Categories
QuickBooks Release Notes Resource Planning

ClickTime Version 9.34

ClickTime Version 9.34 includes the following updates:

  • Billing Goals and Capacity by Month Report – This new report is useful for determining people who are not meeting their billing goals month-over month. It shows performance towards a billing goal with information about working capacity and time off. This report is available to all accounts with Resource Planning.
  • QuickBooks Integration – We’ve updated the QuickBooks Connector and system requirements to reflect that QuickBooks Desktop Pro 2022 and QuickBooks Desktop Enterprise 2022 are supported. To get the update, you’ll need to uninstall the current version of the QuickBooks Connector and download and install the latest version from the Integrations option under the Company tab.
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Release Notes

ClickTime Version 9.19

ClickTime Version 9.19 includes the following updates:

  • QuickBooks Desktop Connector Update – We released a new version with improved logging.

Categories
Expenses QuickBooks Release Notes Timesheet

Set Your QuickBooks Class For Each Timesheet Entry

ClickTime supports importing time data into QuickBooks and associating that time with QuickBooks Classes. Through the use of a custom field in ClickTime, you can define the QuickBooks Class for people, clients, jobs, tasks or divisions. Last week we extended these capabilities to enable selecting the Class as each timesheet entry is created. This creates greater flexibility for ClickTime customers who utilize class tracking in QuickBooks.

QB_Class_Custom_FieldCreate the QuickBooks Class custom field in your ClickTime account by following these steps:

  1. Sign in as a ClickTime administrator, go to your Company Preferences and click the Custom Fields option.
  2. Click the "Add Custom Field" button.
  3. Enter "QB_Export_Class" as the custom field name.
  4. Enter a display name that describes your class values (e.g. profit center, location, etc.).
  5. Select "Timesheet Entry" as the association.
  6. Enter your class values in the field provided with each value on its own line.
  7. Click the "Save" button.

That's it! Now when you enter time on your timesheet, the Class value can be selected. The Class information will be transferred automatically to QuickBooks the next time you use the ClickTime QuickBooks Connector.

The ClickTime Connector for use with QuickBooks® seamlessly transfers time and expense sheet data to QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise (2006-2012). The QuickBooks Connector communicates directly with QuickBooks, making it more efficient than traditional IIF export/import methods.