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QBO Time Entry Sync Issues

Last post 10-15-2015 5:59 PM by mahlonf. 5 replies.
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  • 10-15-2015 10:48 AM

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    QBO Time Entry Sync Issues

    I am developing a billing system for time in a N:N account syncing with QBO.

    When I update the status of the Time Entry to HasBeenBilled it causes a sync conflict.

    The time entry seems to syncronize properly in spite of this. Is this a bug or a limitation of QBO?

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 10-15-2015 11:17 AM In reply to

    Re: QBO Time Entry Sync Issues

    Hey Mahlon,

    As per the API Docs: 

    You cannot directly update the status to HasBeenBilled. To set the status to HasBeenBilled, create an invoice and attach the timeActivity object as a linkedTxn.

    You can read more HERE, listed under 'BillableStatus'

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 10-15-2015 12:46 PM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: QBO Time Entry Sync Issues

    Can you give me this info in Method "language'? 

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
  • 10-15-2015 1:14 PM In reply to

    Re: QBO Time Entry Sync Issues

    Hey Mahlon,

    HasBeenBilled is set when the time activity is added to an invoice.

    This happens automatically and cannot be set if it's not attached to an invoice, my guess is that this part of the customization isn't necessary as it will be handled by QBO when it syncs.

    Workflow:
    - Attach time activity to invoice
    - Sync to QBO
    - QBO sets "HasBeenBilled" status
    - Syncs back to Method

    -- Mortaza

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
  • 10-15-2015 5:21 PM In reply to

    Re: QBO Time Entry Sync Issues

    Mortaza is partially correct - the HasBeenBilled Status can't be updated by Method.  (this is an QB API limitation, not Methods)  But just putting them on an invoice in Method won't change the status, you have to physically do that in QB (drag them from the tray) to get the HasBeenBilled to be changed.  


    Our work around when we Create invoices in Method is to not sync the time entries to QB, and /or mark them as Not Billable and add our own Yes/No field HasBeenBilled to the TimeTrackingTable and mark them when we add them to the invoice.  

    Victoria Cameron
    vcameron@cloudconsutlancyllc.com
    www.cloudconsultancyllc.com
    650/209-0345

    What is Method?


  • 10-15-2015 5:59 PM In reply to

    • mahlonf
    • Top 10 Contributor
    • Joined on 09-28-2012
    • Stevens, PA
    • Posts 879

    Re: QBO Time Entry Sync Issues

    Thank you so much for your input!

    I had considered this workaround, but I wanted to make sure I had exhausted my resources.

    In this specific situation, the simplest solution would be not to sync the time entries to QBO. You can't pull them into a payroll transaction anyway, and all of our time analysis and project costing is being done in Method.

    Thanks again!

    Mahlon L Fisher
    Computer Bookkeeping Solutions
    www.combooksolutions.com
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