QuickBooks Online + Chrometa is Live!

quickbooks online time trackingOur QuickBooks Online integration is live! To add Chrometa and our automatic timekeeping features to your QuickBooks Online account, simply add our Chrometa app from Apps.com here.

Here are the steps to follow…

1 – Get the Chrometa App Now

Click here to add Chrometa to Your QuickBooks Online account.

2 – Download Chrometa’s Time Trackers for PC, Mac, iPhone, Android

Our automatic time trackers for PC and Mac capture your computer-based time as you work. When you work on something, Chrometa’s time tracker records what you’re working on – which application, along with other info that helps you identify the task after the fact. For example, if you’re working on a file, Chrometa will also capture the file name. For emails, we’ll get the time spent on the email – along with the To/From and Subject Line info. And our Android app will get phone calls and texts.

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3 – Let Chrometa capture your time “passively”… and create your timesheets for you

Every email you write, every minute you work gets recorded and “automatically” put on your timesheet. So that you can export it to QuickBooks Online.

4 – Use keyword-based “rules” to have your time bucketed to the right client automatically

By setting up keyword-based rules, you can “teach” Chrometa how to create most of your Timesheet for you each day.

5 – Export Your Timesheet Back to QuickBooks Online

With a single-click, you’ll be able to send your entire timesheet – properly categorized to clients, and annotated – back to QuickBooks Online. Your time entries will look like they were created originally in QBO.

Webinar: Clio + Chrometa Time Capture

We recently co-hosted a webinar with Clio to introduce our new Chrometa-Clio time capture integration, which helps you get paid for all the
work you do.  Here’s the video recording:

Tip: How to Bucket a Block of Time to a Client & Project

Ever find yourself checking your Calendar, Sent Emails, and/or Post-It Notes in an attempt to figure out exactly where your time went on a given day? We created our Timeline view for moments like these.  It’s the ultimate safety net that helps you piece together these holes in your time.

How the Timeline Works

The Timeline literally captures your time down to the minute.  From when you start work in the morning, until when you stop working in the evening or night, the Timeline will have everything in a play-by-play format.

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The Timeline displays the Start Time, End Time, Duration, and Activity Details.  When you stop working on a given activity, the Timeline will start a new row to reflect your new activity.

Categorizing a Whole Block of Time at Once

You can categorize time entries directly from the Timeline by checking the box to the left of the entry, selecting the Move To Project dropdown, and then selecting the appropriate project for categorization.  The Project column, located on the far-right side of the table, will update accordingly.

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Use the Move To Project dropdown to categorize entries from the Timeline.

Tip: Select multiple consecutive entries at once by selecting the first entry, holding down the Shift key, and selecting the last entry you want. Each entry in between the two will also be selected.

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Multiple consecutive entries categorized to the same Project.

Use the & Annotate button in the Move To Project dropdown located to the right of the Project you are categorizing the entries to, to annotate and categorize at the same time.

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The “& Annotate” button (lower-right) will allow you to annotate entries as you categorize them.

You can annotate entries without categorizing them by checking the box to the left of the entry, clicking the blue Annotate button (with pen icon), and entering an annotation in the resulting popup.

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Annotate button.

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Add / Edit Annotation popup window.

 

Video Demo: Android Call, Text & Time Tracker

Chrometa for Android can now capture your text messages as well as your phone calls and turn them into billable time entries for you. Click the play button below to see how it works…

You can download Chrometa for Android directly from the Google Play Store here. And if you have time to leave us a nice review, we’ll hook you up with a free month.

Our friend and solo practitioner Patricia Lee is a big fan of our Android app. Here’s what she had to say about it:

“As I travel for my work at lot, I find myself using my cell phone more and more while on the go. Unfortunately, it has always been too time consuming to manually input these calls into Chrometa, and frankly, seemed more trouble that it was worth. Now that I have the Chrometa Android App, I see that I was losing thousandsof dollars’ worth of time by not itemizing these calls.

“The Chrometa team made it very easy to upload, and I was up and running in less than 15 minutes, with practically no learning curve. In fact, I uploaded the new app while on the road, and was able to sync my phone calls retroactively within minutes! Yeah Chrometa! I love the new Android App, and can’t wait to see your other new features.”