There are several components of your QuickBooks data you can export out and use in Time IQ. We have provided step by step instructions for the following:

To Export Employees

In your menu bar, select “Employees.” Then, select the dropdown for “Employee Center.” This will take you to the page you need to export.

Select the Excel option in the top menu. Export to CSV.

To Export Customers

In your menu bar, select “Customers.” Then, select the dropdown for “Customer Center.” This will take you to the page you need to export.

Select the Excel option in the top menu. Export to CSV.

To Export Items

In your menu bar, select “Customer.” Then, select the dropdown for “Item List.” This will take you to the page you need to export.

Select the Excel option in the bottom menu. Export to CSV.