As usual, the fiscal year in the US startsfrom 1st Jan of every year the same time QuickBooks time tracking starts. The period runs for 12 months where business, companies, theorganisation uses for budgeting, forecasting, and reporting. The start of the period marks a day w most companies will change their accounting, bookkeeping and payroll software or providers.
Do you need a QuickBooks?
While the company or business may be eager to switch QuickBooks Pro, QuickBooks Premier or Enterprise, and QuickBooks payroll, the challenge is a way to import their time activities to QuickBooks. The need to import time activities to QuickBooks can be done by processing payroll in QuickBooks by Transaction Pro Importer.
In this post, we will help you import your time activities into a new QuickBooks and ensure the company file is properly set up to allow for QuickBooks time tracking imports.
Step by step guide process to import your time activities to QuickBooks
Step 1: Have a QuickBooks Payroll Subscription
This the first step the company needs in setting up a QuickBooks. Make sure you are subscribed to QuickBooks Payroll subscription. Running a payroll using QuickBooks or by using software that imports into QuickBooks program are the best and cost effective, easy way to pay your employees.
The integration reduces the errors while saving time to enter the data manually into customer’s chequebookseasily.It makes the bank reconciliations a breeze.
Step 2: Set-up Employee and Payroll Items
In this step, you will learn to set up employees and thi8er payroll items. Using the TPI search, the employee with the name or employee id, the TPI search by name looks for names that match in the employee list.
The names can be Charles who is not the same as Saren Charles. In the QuickBooks Timesheet, you can also change the way the name are displayed.
A QuickBooks export file with an employee number is set by the QuickBooks time tracking App, and the user can populate this number in the employee ID field on the employee data tab.
Step 3: Check the employee checkboxesare checked before importing:
Make sure all the stafffrom whom you need to import time activities have their corresponding checked in the app. using the quick book you can create paychecks also.
Step 4: Allow Access to critical data when establishing a connection:
All the above step can easily be done if you can access critical data while creating a connection. When using TPI to access QuickBooks, make sure that you allow to crucial data during the process of going through the app certificate. If you cannot grant this access originally while setting up TPI, to make changes in the QuickBooks preferences.
All the following options will allow your clients to run their payroll, pay their employees, or print paychecks and pay their subcontractors by direct deposit.
The above are steps to follow for successful importing activities in the QuickBooks company file for time tracking imports.
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