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    User Guide For Odoo Quickbooks Timesheet Synchronization

    INTRODUCTION

    Sync and manage timesheets with Odoo Quickbooks Timesheet Synchronization!!

    During working hours it is seen that some employees slack off. They take more than usual time to finish the task. Which eventually causes disturbance in the project too.

    Further, you need a timesheet management tool, which enables you to measure the time spent by an employee on a particular task. Quickbooks Online is one of the prominent tools for managing timesheets and employee working hours.

    When you integrate Odoo with Quickbooks Online, you get the perfect solution to manage timesheets and work hours. Odoo Quickbooks Timesheet Synchronization allows you to import or export timesheets from Quickbooks Online to Odoo. Further, it offers many features that help manage employees, contacts, customers, products, etc.

    Already using Odoo Quickbooks Online Connector?

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    Are you already using Odoo Quickbooks Online Connector? It is an ideal solution that perfectly integrates the two fascinating solutions; Odoo and Quickbooks Online. You can also import or export timesheets in Odoo or sync the timesheets in bulk as well as manually.

    Odoo Quickbooks Timesheet Synchronization allows you to manage and synchronize Odoo timesheets to Quickbooks Online. You can also map your customers and products to make them billable. Moreover, you can export Timesheets manually from the timesheet section.

    FEATURES

    • The module fosters you to import/export timesheets from Quickbooks Online from the dashboard in bulk synchronization.
    • This module facilitates the management of timesheets from Quickbooks in Odoo.
    • In the mapping section, you can see the mapping of the imported and exported timesheets.
    • From the timesheet section, you can export timesheets manually.
    • In the employee section, you can export new or existing employees manually.
    • Odoo Quickbooks Timesheet Synchronization facilitates the management of employees from Quickbooks in Odoo.
    • You can also synchronize timesheets and employees in bulk.
    • In the Odoo Backend, set the instance ID for bulk synchronization.

    INSTALLATION

    1. Once you purchase the App from Webkul store, you will receive the link to download the zip file of the module.
    2. Extract the file on your system after the download finishes. You will be able to see a folder named- ‘quickbook_timesheet.’
    3. Copy and paste this folder inside your Odoo Add-Ons path.
    4. Now, open the Odoo App and click on the Settings menu. Here, click on Activate the Developer Mode.
    5. Then, open the Apps menu and click on ‘Update Modules List.’
    6. In the search bar, remove all the filters and search ‘quickbook_timesheet.’
    7. You will be able to see the module in the search result. Click on ‘Install’ to install it.

    WORKFLOW CONFIGURATION

    1. Open your Odoo backend and go to ‘TimeSheets.’ On the page, select the records you want to export and click on ‘Action> Export to Quickbooks.’

    Showing how to export timesheets from Odoo to Quickbooks in Odoo Quickbooks Timesheet Synchronization.

    2. Now, choose the ‘Instance ID’ of Quickbooks from the dropdown and Click ‘Export Now.’

    Selecting instance ID to export in Odoo Quickbooks Timesheet Synchronization.

    3. After that, go to ‘Employees’ and choose the employees whose data you want to export. Click on the ‘Action> Export to Quickbooks.’

    Explaining how to export employee records from Odoo to Quickbooks in Odoo Quickbooks Timesheet Synchronization.

    4. Next, choose the ‘Instance ID’ of Quickbooks from the dropdown and Click ‘Export Now.’

    Selecting Instance ID for exporting employees in Odoo Quickbooks Timesheet Synchronization.

    5. Once done, go to ‘Quickbooks Online Connector’ and click on ‘Import.’

    Showing from where to import records in Quickbooks.

    6. In the popup, choose ‘Operations,’ ‘Limit,’ and ‘Instance ID.’ Then click on ‘Action Now’ to import records.

    In the Operations dropdown, choose the data you want to import like, employees, timesheets, accounts, partners, etc.

    Selecting operation, limit, and instance ID for import.

    7. You can export records by going to ‘Quickbooks Online Connector’ and clicking on ‘Export.’

    Showing from  where to export records in Quickbooks.

    8. In the popup, choose ‘Operations,’ ‘Limit,’ and ‘Instance ID.’ Then click on ‘Action Now’ to export records.

    In the Operations dropdown, choose the data you want to import, for example, employees, timesheets, accounts, partners, etc.

    Selecting operation, limit, and instance ID for export.

    OTHER ODOO CONNECTOR MODULES

    NEED HELP?

    Hope you find the guide helpful! Please feel free to share your feedback in the comments below.

    If you still have any issues/queries regarding the module, please raise a ticket at https://webkul.uvdesk.com/en/customer/create-ticket/.

    Also, please explore our Odoo development services & an extensive range of quality Odoo Apps.

    For any doubt, contact us at [email protected].

    Thanks for paying attention!!

    Current Product Version - 1.0.9

    Supported Framework Version - V15, V14, V13

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