FAQ: QuickBooks Desktop Integration - Exporting Time Sheets

FAQ: QuickBooks Desktop Integration – Exporting Time Sheets

You can export time sheets from QuickBooks Desktop to PayTickr in a few simple steps, all from your PayTickr dashboard. Follow the step-by-step instructions in the blog post, download a hi-res PDF for your records, or watch the tutorial video. 

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You can integrate Quickbooks Desktop once you have started with PayTickr and set up your payroll payment options. Read this blog post or download a hi-res PDF for your own records. You can also watch the tutorial video at the bottom of the page.

Exporting Time Sheets

You can export time sheets from QuickBooks to PayTickr in a few simple steps, all from your PayTickr dashboard.

In your PayTickr My Dashboard, select “Time Tracking” from the “Time and Pay” tab, followed by “Search Tasks”. Enter your filters to select the relevant time sheets you wish to export to QuickBooks. On this page click the “Export Tasks To QuickBooks Desktop” button.

Follow the steps in the dialog that pops up to export a file from your QuickBooks company and upload it to PayTickr. This gives PayTickr the requisite information to connect to QuickBooks (this only needs to be done once).

Step 1: In QuickBooks, click File -> Utilities -> Export ->Timer Lists

Step 2: Click “ok” and save the file to a location you will remember.

Step 3: Click the “Choose File” button below and select the file you just saved. Click “Next Step” to begin exporting tasks from PayTickr.

Configure the export settings.

First choose whether you want the task descriptions to be exported “As Description/Note”, “As Service Item” or “As Customer:Job”.

Note: If you choose “As Service Item” or “As Customer:Job”, any service items or customer:jobs that do not exist in your company will be created when you import the file to QuickBooks.

Also choose the default name to be used for the payroll item on the exported time activities, which employees tasks to include in the export by default, and whether to include unapproved tasks. Note that a default payroll item will not be shown if using multiple hourly wages (will use the hourly wage name), and including unapproved tasks will not appear if timesheet approval is not enabled. The specific tasks to include and the payroll items can be customized further on the next screen. When you’ve chosen your settings click “Next Step ->”.

Check off which tasks you want to be exported to QuickBooks, and verify/change the employee name, description, and payroll item if needed.

Note: If an employee does not exist in your company they’ll be created when this file is imported to QuickBooks.

Click “Export”, save the file and then follow the steps provided to import the file that was just downloaded into your QuickBooks company.

Step 1: In QuickBooks, click File -> Utilities -> Import -> Timer Activities

Step 2: Click “Ok” if the screen shown (in graphic above) pops up.

Step 3: Click “Ok” if the warning shown (in graphic above) pops up. You should now have the timer activities imported to your QuickBooks company!