Connecting My Time Tracking to Protiv
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      QuickBooks Time: Connecting to Protiv

      This article provides a step-by-step guide on how to integrate your QuickBooks Time tracking system with Protiv to automate time tracking and eliminate manual data entry, ensuring accuracy and efficiency in your bonus program.

      Integrating your QuickBooks Time tracking system with Protiv streamlines your bonus program management by automating time data transfer and minimizing errors associated with manual uploads.

      Why Integrate QuickBooks Time with Protiv?

      • Eliminate Manual Time Uploads: The integration removes the need for manual time entry, saving you time and effort. 😴
      • Reduce Data Errors: By automating data transfer, the integration minimizes the risk of human errors that can occur during manual uploads. 🙅‍♀️
      • Ensure Accuracy: The direct connection between QuickBooks Time and Protiv ensures that your bonus program operates with accurate and up-to-date time data. ✔️

      Prerequisites

      • Admin Access: You'll need administrative privileges in both Protiv and QuickBooks Time to establish the connection. 🔑
      • Google Chrome: We recommend using Google Chrome as your web browser for optimal security and compatibility during the integration process.

      Step-by-Step Integration Guide

      1. Open Protiv

      • Launch Google Chrome and navigate to https://app.protiv.com.
      • Log in to your Protiv account using your credentials.
      • In the left-hand navigation pane, click on Integrations.
      • Locate the QuickBooks Time integration.
      • Click the Connect button. A pop-up window will appear with fields for Client ID, Client Secret, and Company Identifier. Leave this window open for now.

      2. Open QuickBooks Time and Enable Necessary Add-ons:

      • Open a new tab in Chrome and go to https://tsheets.intuit.com.

      • Enter your QuickBooks Time login credentials and click Log In.

      • On the lower left-hand side, click on Feature Add-ons.

      • Enable Custom Fields:

        • In the search bar of the "Manage Add-ons" pop-up, search for "Custom Fields."
        • If you don't see "Custom Fields" listed under "My Add-ons," click the Install button next to it.
        • Note: Enabling Custom Fields allows you to utilize milestones within Protiv.

      • Enable API Access:

        • In the "Manage Add-ons" pop-up, search for "API" and click Install if it's not already enabled.
        • In the API pop-up, locate the "Add New Application" button (it should have a green plus sign icon) and click on it.

      3. Configure the QuickBooks Time API

      • In the "API Application Details" pop-up:

        • Enter "Protiv" in the Name field
        • Enter "Propay" in the Description field
        • Under Technical Contact, select yourself or another contact. You can add new contacts if needed by clicking on "Add more contacts."
        • Click the Save button

      • In the 0Auth Redirect URI field, enter the following URL exactly as it appears here:

      https://app.protiv.com/api/vault/callback
      • Click the Save button again. This will generate the Client ID and Client Secret needed for the integration

      4. Enter QuickBooks Time Credentials in Protiv

      • Copy the Client ID from the QuickBooks Time tab

      • Go back to the Protiv tab and paste the copied Client ID into the corresponding field in the Protiv pop-up window

      • Return to the QuickBooks Time tab, copy the Client Secret, and paste it into the Client Secret field in the Protiv pop-up window

      • Find your Company Identifier

        • In QuickBooks Time, click on your profile picture or name in the top right corner
        • Copy the Company Identifier from your profile details

      5. Complete the Integration in Protiv

      • Paste the Company Identifier into the corresponding field in the Protiv pop-up window
      • Click the Authenticate button

      6. Authorize in QuickBooks Time

      • You will be redirected to your QuickBooks Time account
      • Click the Allow button to grant Protiv access to your QuickBooks Time data


      🎉 Congratulations! You have successfully connected your QuickBooks Time integration to Protiv!

      What Data is Synced?

      This integration will bring over the following data from QuickBooks Time to Protiv:

      • Jobs
      • Time entries
      • Users
      • It will also create a custom field to map your milestones

      Important Notes

      • Initial Sync Time: The first sync may take up to 24 hours, depending on the amount of data being transferred. ⏳
      • Sync Frequency: Subsequent syncs occur approximately every two hours. 🔄
      • Manual Sync: You can manually force a sync in Protiv if you need to update data immediately. 🚀

      Troubleshooting Tips

      • If you cannot find the "Custom Fields" or "API" add-ons in QuickBooks Time, ensure that you have the necessary permissions to manage add-ons.
      • If you're having trouble locating the "Company Identifier," double-check your profile details in QuickBooks Time.
      • If you encounter any error messages during the authentication process, ensure that you have entered the correct credentials and that your QuickBooks Time account has the necessary API access enabled