TImeslips does not work with QuickBooks online, as you found out. Timeslips will work with QuickBooks Desktop. Timeslips v2014 supports QuickBooks v2012 and 2013, so I would suggest v2013.

It will not "immediately sync" to QuickBooks. There is setup that has to be done. Matching clients in Timeslips to Customers in QuickBooks is pretty straight forward. Setting up the links so that payments and expenses communicate will is a little more effort.

You can read the in product help about TAL Pro to get basic information.  I found that it was not as comprehensive as I wanted so I wrote a guide, which is available for sale. There are consultants like myself who can help if you want to go that route.

Our office is not looking to sync Quickbooks and Sage Timeslips . We want to import all data from Quickbooks to Timeslips so that we can switch over to timeslips completely . Is Quickbooks 2013 capable of fully importing data to Timslips?

What data do you want to import?  We can import client name and address information as well time and expenses.

If you can get it into a CSV format you can import by going to start -all porgrams - timeslips - tsimport. You define the import template to match your fields.

The biggest issue you will face is getting the information out of QuickBooks properly formatted. QuickBooks has the address as one big block so you will need to break the lines out and separate city, state and zip. Someone good with Excel can do this.

Caren:

Since her Timeslips database is essentially empty, would it be worthwhile to turn on the link just to synch the names, and then turn the link off going forward?

Hope this helps.  

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Nancy Duhon, Esq.

Master Certified Consultant for Timeslips,Certified Consultant for Amicus Attorney and Credenza

Duhon Technology Solutions, LLC

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[email protected]

404-325-9779

Providing personalized local and remote online support for Timeslips users for over 19 years. Available for private consultations, including older/unsupported versions.

Could try it but the addresses don't always come in very well from QuickBooks, due to the way QuickBooks stores names. I generally setup names to go from Timeslips to QuickBooks and not back.

if they are good with excel formatting the fields correctly and importing might be better.

Of Course they could import and just leave them as they come in. The bills should print ok. As long as they don't want to get lists by city, state or zip fields the connection would work.

I transferred data from Quickbooks Online to Quickbooks Pro 2013, then synced to Timeslips using TAL Pro. Name and address information transferred over fine enough, but time activities did not transfer over at all.  In the conversion from QBO to 2013, time activities were not transferred separately from invoices, which may be a problem.  I also could not get payments to sync over, even though payments transferred over to 2013 just fine.

I am trying to figure out if I need to import data instead, and how I would do that..

TIme entries will not sync. You could do an export from QuickBooks and import into Timeslips. Basically TAL Pro works as follows

Names go from Timeslips to QuickBooks or QuickBooks to Timeslips. Be aware that sending from QuickBooks to Timeslips may result in information in "wrong" fields in Timeslips as QuckBooks doesn't parse in the same way as Timeslips

Expenses can be entered in QuickBooks and then slips are created in Timeslips from those expenses. This works best in Timeslips v2014. It is not automatic.

Invoices are created in Timeslips and optionally sent to QuickBooks if you are linking on an accrual basis (not recommended)

Receipts of Payment are entered in Timeslips and sent to QuickBooks

Trust payments and withdrawals are entered in Timeslips and sent to QuickBooks