diff --git a/docs/articles/expensify-classic/integrations/HR-integrations/QuickBooks-Time.md b/docs/articles/expensify-classic/integrations/HR-integrations/QuickBooks-Time.md index 3ee1c8656b4b..5bbd2c4b583c 100644 --- a/docs/articles/expensify-classic/integrations/HR-integrations/QuickBooks-Time.md +++ b/docs/articles/expensify-classic/integrations/HR-integrations/QuickBooks-Time.md @@ -1,5 +1,41 @@ --- -title: Coming Soon -description: Coming Soon +title: Expensify and TSheets/QuickBooks Time Integration Guide +description: This help document explains how to connect TSheets/QuickBooks Time to your Expensify policy --- -## Resource Coming Soon! +# Overview + +Connecting Expensify with TSheets/QuickBooks Time can streamline your expense tracking and time management processes. This integration allows you to automatically sync time entries from TSheets/QuickBooks Time with expenses in Expensify, ensuring accurate and efficient expense reporting. + +# How to set up the Expensify and TSheets/QuickBooks Time integration + +Before you begin, make sure you have the following: + +- **Expensify account:** You must have an active Expensify account. +- **TSheets account:** You must have a TSheets account and admin privileges to set up the integration. + +Now, follow these steps to set up the integration: + +1. Log into your Expensify account on your web browser + +2. Go to **Settings > Workspaces > Group > Workspace Name > Connections > TSheets** + +3. Click **Connect to TSheets** + +4. Follow the on-screen instructions to sign in to your TSheets account and grant Expensify access. + +5. Once the integration is authorized, you may need to configure some preferences. +- Specify how you want TSheets time entries to be imported into Expensify. You can typically customize settings like the date range, project/task mapping, and expense categories. + +6. Now, we’d recommend testing the integration. +- Create a sample time entry in TSheets and check if it’s automatically reflected in your Expensify account. + +7. If the test is successful, save your integration settings. + +8. You may also want to schedule regular syncs or specify how often Expensify should pull data from TSheets. + +With the integration set up, your TSheets time entries will now appear in Expensify as expenses. You can review, categorize, and submit these expenses as needed. + +Congratulations! You've successfully integrated Expensify with TSheets, simplifying your expense tracking and reporting process. + +For questions, don't hesitate to reach out to concierge@expensify.com or chat directly with your account manager +