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Setup for QuickBooks Online

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Setup Wizard

The wizard will direct you to the first step in the process. Don’t worry if you don’t have time to complete the setup now, you can come back to it at any time. You will also receive a confirmation email containing the URL and login information.  Save this email for a later date in case you don’t remember your Hour Timesheet site URL.

New setup progress screenshot

Configuration Wizard – Step 1 Timesheet Settings

Timesheet Type – This is the timesheet period. Your options are weekly, biweekly, semi-monthly and monthly.

Timesheet Start Date – This date/value should be set to your first weekday of your bi-weekly payroll. (note: appears in Bi-weekly selection only)

Start Day of the Week –  This is the day of the week that you would like your timesheet to begin on (Sunday, Monday, Tuesday,  etc).

Start Time – This is the start time of the day. The default time is set to 12am.

Capture reason for any changes made in previous days time (check box) – When this box is checked, users will be prompted to insert a reason for editing a prior days timesheet or failing to enter time on the current day. NOTE: This box should be checked for DCAA compliance.

Timesheet Settings SS

Configuration Wizard – Step 2 Overtime Calculations

Calculate Weekly Overtime (check box)

Regular Hours per week* – This box should be checked for organizations who pay hourly employees. All hours exceeding the value entered in this box will automatically be classified as overtime.

Calculate Daily Overtime (check box)

Regular Hours per day* – This box is typically checked for organizations in California who are required to pay employees based on hours per day and not hours per week.

OT Settings SS

Configuration Wizard – Step 3 Accounting Setup (QuickBooks Online)

QuickBooks Online – Hour Timesheet will sync (import and export) data with your QuickBooks Online account.  To sync your data, you will need access to your login credentials for  your QuickBooks Online account.

QBO Settings SS

Step 3 – Accounting Setup

Configuration Wizard – Step 4 Connect to QuickBooks (QuickBooks Online)

Click the Connect to QuickBooks box.

At this time you will be prompted to enter the Email or user ID to your QuickBooks Online account.

You will now be prompted to Authorize the sharing of data between Hour Timesheet and QuickBooks Online.

You are now ready to import all of your data from QuickBooks Online to Hour Timesheet. This process will import Employees by default (no check box required). You also have the ability to import Customer/Jobs, Service Items, Classes and Vendors. Place a check in the box next to the data that you would like imported From QuickBooks Online into Hour Timesheet

QuickBooks Online Data Selections

You have now successfully imported all of your data to your Hour Timesheet URL.

Configuration Wizard – Step 5 Identify Yourself (QuickBooks Online)

By default, you will only be given the Admin role. If you are also an end user and need to complete a timesheet, select your name in the box below. This process will give your username the employee role.


 Next Steps

New Site Setup Steps

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