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Steve Wortman
October 10, 2020
Question

Project source

  • October 10, 2020
  • 1 reply
  • 0 views

In TSheets I have some projects that were created in QuickBooks Online then imported, and some that were created directly in TSheets when I was  new to the program. Is there an easy way to find out how a project in TSheets was created? 

    1 reply

    sberti
    sberti
    October 19, 2020

    Hello @Steve Wortman, welcome back!

     

    I know how important it is to identify the Customer/Jobs & Projects that are not connected to QuickBooks because they were created in TSheets.

     

    The way I identify them is by going into the Customers/Jobs section in your TSheets account. Then you can go into the editor for each Customer/Job and if the name is grayed out then it came from QuickBooks. If you are able to edit the name of the Customer/Job then that means it was created in TSheets.

     

    If it was created in TSheets and you still need to use it, then you will need to create the Customer/Jobs in QuickBooks and make sure the names match 100% so that they merge together when you sync!

     

    It may seem a bit tedious if you have a lot of Customers/Jobs but it will be the fastest and easiest way to identify Customers/Jobs that are not connected to QuickBooks.

     

    I hope this helps and if you need anything else please reach back out to us at any time!

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