Integrated Data
Integrated Data Types
By integrating your QuickBooks Desktop data with Mosaic, you will be able to import the following:
- Employees
- Projects (QB Customers)
- Phases (QB Customers)
- Work Categories (QB Service Items)
- Time Entries
- Clients (QB Customers)
Integrated Data Fields
Data Sources
| Mosaic Data Types | QuickBooks Desktop Data Types |
|---|---|
| Employees | Employees - Name |
| Projects | Projects - Title <> QB Customer - Display Name - Client |
| Phases | Phases <> QB Sub-Jobs - Title <> QB Customer - Display Name |
| Work Categories | Work Categories <> QB Services - Title |
| Time Entries | Time Entries <> QB Timesheet - Date - Hours - Account - Project - Phase - Work Category - Description - Billable - Rate |
| Clients | Clients - Title <> QB Customer |
Payroll for QuickBooks:
If you are using Payroll for QuickBooks, reach out to your Customer Success Manager for guidance on syncing time from Mosaic into QuickBooks.
Unsupported Data Sources
- Sending Time Entries to QuickBooks Desktop instances which regularly have backups restored over the Company File that the Mosaic Sync Manager is integrated with
- Mosaic Sync Manager installation on personal machines (QuickBooks Desktop)
- Mosaic Sync Manager installation on machine only accessible by IT provider (not recommended)
- Mosaic Sync Manager installation on machine that is regularly powered off/logged out of Windows
- Mosaic Sync Manager configured to use a QuickBooks account that is shared with another user
- Moving the Company File to a new location after integrating with Mosaic
Please Note:
If there is a data endpoint not listed in this documentation and it is required for your integration, it will be a customization, charged at an hourly rate.
Updated 7 months ago