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 |
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.
Currently, Mosaic only supports Payroll Item <> Service Item mapping.
Unsupported Data Sources and Configurations
The following scenarios are not supported:
- 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.
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 10 days ago