The QuickBooks Desktop integration exports selected MindSalt time and expense data to a file that your accounting team can review and import into QuickBooks Desktop.
Open the QuickBooks integration #
Browse to Admin System Preferences Settings Integrations QuickBooks.
Notice: If the QuickBooks integration or export report is missing, ask an administrator to confirm that the integration is enabled and that your role includes the report. Test the export with the person responsible for the QuickBooks company file.
Configure the integration #
- Open Admin, System, then Integrations.
- Find QuickBooks.
- Enter QuickBooks checking account name and any other visible settings.
- Select Save.
The integration description is Send time and expenses to QuickBooks Desktop. Use names that match the destination QuickBooks company file.
Review records before exporting #
Make sure the employees, clients, projects, tasks, and expense payment methods included in the export use the Accounting IDs expected by QuickBooks. Also confirm the checking account name in the integration settings. Fix missing or mismatched values before creating the file.
Create the export #
- Open the QuickBooks export report available to your role.
- Select the date range and records to include.
- Create the export.
- Select Download your QuickBooks export.
- Save the file in a protected location.
- Import the file into the correct QuickBooks company file using your accounting team's usual steps.
Important: Check the date range, Accounting IDs, and destination company file before importing. Correcting data in MindSalt later does not undo an import that has already changed QuickBooks.
Troubleshooting #
- A missing export usually indicates report access or integration availability.
- A rejected import commonly requires correction of destination names or accounting identifiers.
- Generate a new file after correcting source setup. Do not edit an export manually unless the accounting process explicitly allows it.