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QuickBooks Cheat Sheet

To properly configure the Quickbooks module for TimeClock Plus, all employee information like names and social security numbers must exactly match between the two systems. Job codes in TimeClock map to service items in Quickbooks, while cost codes map to customer jobs. The verification file exported from Quickbooks must have an employee pay type of service and include all necessary payroll items and classifications. Timesheets in TimeClock import only to the weekly timesheet location in Quickbooks employee records.

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3K views1 page

QuickBooks Cheat Sheet

To properly configure the Quickbooks module for TimeClock Plus, all employee information like names and social security numbers must exactly match between the two systems. Job codes in TimeClock map to service items in Quickbooks, while cost codes map to customer jobs. The verification file exported from Quickbooks must have an employee pay type of service and include all necessary payroll items and classifications. Timesheets in TimeClock import only to the weekly timesheet location in Quickbooks employee records.

Uploaded by

rofira9450
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
  • Quickbooks Setup Instructions

Quickbooks

Most important Information when configuring the Quickbooks Module:


All information in TimeClock Plus MUST match what is listed in Quickbooks
 This includes First Name, Last Name, and Social Security Number
 This includes symbols, spaces, and upper/lower case letters.
 Middle Initials that are entered in Quickbooks will be entered in the First Name field in
TimeClock Manager

Crucial Tips:
 EVERYTHING is case sensitive.
 You will ALWAYS get the error “Payroll Item not found in the verification file”
 Job Code maps to Service Item
 Cost Code maps to Customer: Job
 The Verification File MUST have a pay type of Service.

Payroll Item List:


Lists  Payroll Item List

Classification:
Lists  Class Lists

Verification File:
File  Utilities  Export  List to IIF Files.
Select ALL options and click OK.
Name the file something unique every time.

Import:
File  Utilities  Import  IIF Files

Timesheets:
Employee  Enter Time  Use Weekly Timesheets
**we import ONLY to this location.

Enabling “Do you track time?” setting in Quickbooks:


1. Edit  Preferences  Time and Expenses  Company Preferences  "Do you track
time?" – This option must be set to “Yes”.
2. Next, select the day the week begins on for that company.

Enabling “Use time data to create paychecks” setting in Quickbooks:


1. Navigate to an employees’ information.
2. Change the tab to “Payroll and Compensation”.
3. There is a box for “Use time data to create paychecks”, check it and press OK

Quickbooks Forum: http://Quickbooksgroup.com/

Quickbooks Most important Information when configuring the Quickbooks Module: All information in TimeClock Plus MUST match wh

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