Integration Guides

Integrated Data

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QuickBooks Desktop being Discontinued

  • Intuit is discontinuing their support for Quickbooks Desktop and will not be releasing new versions.
  • If you would like to use Quickbooks and Mosaic, we recommend switching to Quickbooks Online, which we do offer active support for!

Integrated Data Types

By integrating your QuickBooks Desktop data with Mosaic, you will be able to import the following:

  • Employees
  • Projects (QuickBooks Customers)
  • Phases (QuickBooks Customers)
  • Work Categories (QuickBooks Service Items)
  • Time Entries
  • Clients (QuickBooks Customers)

Integrated Data Fields

Data Sources

QuickBooks Desktop Data TypesMosaic Data Types
Employees

- Name
- Email		Employees

- Name
- Email
Customer

- Company Name		Clients

- Title
Sub-Customers / Jobs

- Display Name
- Client		Projects

- Title
- Client
Sub-sub-Customers / Sub-Jobs

- Display Name		Phases

- Title
Items (Service type)

- Name		Work Categories

- Title
Timesheets

- Date
- Hours
- Customer
- Job
- Sub-Job
- Service Item
- Notes
- Billable
- Rate		Time Entries

- Date
- Hours
- Account
- Project
- Phase
- Work Category
- Description
- Billable
- Rate

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Unsupported Data Sources and Configurations

  • Changing field names in Mosaic to match custom labels in your ERP.
  • Integrating data types that aren’t listed in the integration documentation.
  • Sending Time Entries to QuickBooks Desktop instances that regularly have backups restored over the Company File integrated with QuickBooks Web Connector.
  • Installing the QuickBooks Web Connector on personal machines (QuickBooks Desktop Integration).
  • Installing QuickBooks Web Connector on a machine only accessible by an IT provider (not recommended).
  • Installing QuickBooks Web Connector on a machine that is regularly powered off or logged out of Windows.
  • Configuring QuickBooks Web Connector to use a QuickBooks account that is shared with another user.
  • Moving the Company File to a new location after integrating with Mosaic.

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Customizations:

If you need a data source or endpoint that isn’t listed in the documentation, it will be considered a customization and charged at an hourly rate.

For more information, please see Integration Requests.

Updated 10 days ago