#QB PRO TIMER MANUAL#
#QB PRO TIMER SOFTWARE#

In addition to the initial upload, you should perform an upload anytime you make changes to employees, customer data, or service item data in QuickBooks. *If there is not an exact match between the Telephone Timesheet employee name and the QuickBooks employee name, QuickBooks will not accept timesheet Time Entries for that employee.

For example, if you entered the employee as Katherine Johnson in Telephone Timesheets, but they are entered as Katie Johnson in QuickBooks, we would not be able to determine a match and you would have to correct one of the entries, either in Telephone Timesheets or in QuickBooks. If there are names we can’t determine a match for, we will notify you in the error log so you can manually correct the mismatch. The initial upload allows our system to match all of the employee names in Telephone Timesheets with the employee names in QuickBooks. If you have a very large number of employees please email for assistance doing a one-time bulk upload.

#QB PRO TIMER MANUAL#

Please see the Adding Employees section of the manual for instructions on adding employees. *Before performing the initial upload of your QuickBooks Timer Lists File you will need to enter all of your employees into Telephone Timesheets. To upload QuickBooks data into Telephone Timesheets, go to Integrations -> QuickBooks.įrom there you can either click on the blue Upload button or simply drag-and-drop the file. Once you have generated this file, you can upload it to Telephone Timesheets. Go to File -> Utilities -> Export -> Lists to IIF Files as show here. To create this file in QuickBooks, go to File -> Utilities -> Export -> Timer Lists, as shown in the screen shot below.įor QuickBooks Desktop 2022 and newer, the menu has changed slightly.

#QB PRO TIMER SOFTWARE#

QuickBooks Desktop software allows you to create a special file that contains employee names, customer data, and service item data.

Employee Web App Clocking In Instructions.

Adding The Employee Web App To Home Screen.

Web Clock-in: Customize How Employees Choose Jobs.

Phone Clock-in: Customize How Employees Choose Jobs.

Payroll with US Holiday & Overtime Hours.

Importing Time Entries Into QuickBooks Desktop.

Entering QuickBooks Payroll Items In Telephone Timesheets.Uploading QuickBooks Data Into Telephone Timesheets.

Associating Customers & Service Items To Jobs.Allow Employees To Retrieve Their Schedule.

Qb pro timer