Click Continue and follow the prompts to complete the process.Ĭlick to the File menu of the importer application, and then click settings.Įnter the Payroll Item values into the fields and click Save.Check the box next to Allow this application to access personal data… (This option is necessary because the payroll module contains personal information.).Select the 3rd option, Yes, whenever QuickBooks company file is open.Running the importer for the first time will prompt QuickBooks top open a dialog box asking for permission to install the software. Double-click the desktop icon installed in step 1 to start the importer. To set up the importer, put QuickBooks in Single User Mode. Make sure the Custom Labels for time off match your existing Payroll Items as listed in QuickBooks. Next, navigate to Company Settings and select the Hourly tab. This ensures that time is imported into the proper timesheet in QuickBooks. Then, navigate to their Options tab and enter the same number from the QuickBooks setup into setting 1-A so that an employee or vendor in QuickBooks has the same number in. In, navigate to each employee’s settings by clicking the gear wheel icon to the left of their (name from the dashboard). Setting Up Employee Numbers and Time-Off Payroll Items to Match QuickBooks Create this service item in QuickBooks.Ĥ. The default value in is “Uncategorized”. If you don’t use Account Codes for time tracking, you’ll still need at least one. (Also note that list items can be up to 41 characters, including blank spaces.) Account Codes in are equivalent to Service Items in QuickBooks, so any Account Codes that are used in must also be created in QuickBooks as Service Items in order to import time. QuickBooks requires a service item for each imported hourly time entry. Check the box below the earnings table that reads, Use time data to create paychecks. Next, select the Payroll Info tab for each user and enter the necessary Payroll Items in the Earnings table as seen below. Note that if you have a vendor and an employee with the same account number, then time will be written to the employee’s timesheet in QuickBooks, not the vendor’s timesheet. If the user in QuickBooks is a vendor (such as a contractor) then enter the unique number on the Payment Settings tab in the Account Number field for the vendor. Locate the Account Number and enter a unique number for the employee in that field. Edit each employee and select the Additional Info tab. ![]() Here is a sample payroll item list:Įach employee in QuickBooks must have the same employee number in. You may enter payroll items for standard time, overtime, double time, and up to 6 types of time off. Setting Up QuickBooks to Recognize Dataīegin by navigating to the QuickBooks Payroll Item list. This is the importer app and you will use it when you’re ready to import your data.ģ.
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