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 TypesQuickBooks Desktop Data Types
- Name
- Email
- Title <> QB Customer - Display Name
- Client
PhasesPhases <> QB Sub-Jobs
- Title <> QB Customer - Display Name
Work CategoriesWork Categories <> QB Services
- Title
Time EntriesTime Entries <> QB Timesheet
- Date
- Hours
- Account
- Project
- Phase
- Work Category
- Description
- Billable
- Rate
- 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.