Integrated Data
Integrated Data Types
By integrating your QuickBooks Online data with Mosaic, you will be able to import the following:
- Employees
- Projects
- Phases
- Work Categories
- Time Entries
- Clients
Integrated Data Fields
Data Sources
| QuickBooks Online 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.
Unsupported Data Sources
- Changing field names in Mosaic to match custom labels in your ERP.
- Integrating data types that aren’t listed in the integration documentation.
- Syncing Time Entries from QuickBooks Time that do not have an ‘Approved’ status in QuickBooks
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 about 2 months ago