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
| QuickBooks Desktop Data Types | Mosaic Data Types |
|---|---|
| Employees - Name | Employees - Name |
| 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 |
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.
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.
Updated 4 months ago