Syncing TSheets, Aero, and QuickBooks Desktop

If your Aero account is connected to Tsheets, and Tsheets is connected to QuickBooks Desktop, you will need to add customers, service items and classes in QuickBooks Desktop, sync that to TSheets and then sync Aero to TSheets to get the changes into Aero. 

For instance, to use the Aero Type “Aero Setup” and have that time sent to Tsheets, you might want to a to add a new Service Item to TSheets and Aero called Training, a new Class called Overhead, and associate those with that Aero Type. Here's how you would do that:

1. Add the new Service Item in QuickBooks Desktop by going to Lists>Items, and adding a service item.
   

2. Add the new Class in QuickBooks Desktop by going to Lists>Class and adding a Class.
   

3. Sync QuickBooks Desktop to TSheets using the QB WebConnecter.  In QuickBooks Desktop, go to File>Update Web Services.
   
   Check TSheets and select Update Selected.
   

4. (Optional) Check that your new Service Item and Class are in TSheets. In TSheets go to Setup>Advanced Tracking, and choose Edit next to the Class and Service Item to see that they have been added.
   

5. In Aero Workflow, go to Admin>Manage Integrations, and then select Sync TSheets Now
   

6. Finally, associate your new Service Item and Class with the Aero Type “Aero Setup”
   

Now you can send time you spend doing those setup Aeros to your TSheets account.