QuickBooks Integration Q&A
Common Q&A for Timesheet integration with QuickBooks and Hour Timesheet
Question 1. How does QuickBooks sync data with Hour Timesheet?
Answer. We utilize the Web Connector (provided by QuickBooks) to sync company data between QuickBooks Desktop and Hour Timesheet in real time. The version of QuickBooks Online offers a direct sync between the two systems making timesheet integration with QuickBooks simple!
Question 2. What type of data does QuickBooks sync with Hour Timesheet?
- Employees: The sync tool will import all “active” QuickBooks employees and vendors (optional) into your Hour Timesheet account. Only vendors that have a First and Last Name field value in QuickBooks will be imported.
- Customers/Jobs: The sync tool will import all “active” Customer/Jobs in to your Hour Timesheet account.
- Service Items: The sync tool will import all “active” Service Items in to your Hour Timesheet account.
- Classes: (optional) The sync tool will import all “active” Classes in to your Hour Timesheet account.
- Payroll Items: (optional) The sync tool will import all “active” Payroll Items in to your Hour Timesheet account.
Question 3. How do I add a new data in Hour Timesheet (employees, customers, jobs, etc)?
Answer. New data will need to be entered into your QuickBooks company file first. Once the new data is entered, you can use the web connector tool to import your new data in to your Hour Timesheet account.
Question 4. How will my employees receive their Hour Timesheet login credentials?
Answer. Hour Timesheet will send an email invitation to each employee with the link and login ID to the Hour Timesheet account included in the body of the email. Once the employee accesses the link, the employee will be prompted to create an initial password to login to Hour Timesheet.
Question 5. Can my employees track time against customers and jobs, service items, classes and payroll items?
Answer. Yes, your employees will be asked to select from a list of authorized charges. Employee authorized charges (EOC) are defined by the admin at the employee level. This feature enables the employees to only see EOC’s that are assigned to each user.
Question 6. How do I delete information in my Hour Timesheet account?
Answer. Once you mark the data (employee, customer, job, etc.) as inactive in QuickBooks, the data will be updated in your Hour Timesheet account upon performing the data sync.
Question 7. How does Hour Timesheet identify billable vs non-billable items on the timesheet?
Answer. By default, any EAC that includes a service item will be marked as billable time in QuickBooks.
Question 8. Can employees add comments to a timesheets?
Answer. Yes, Hour Timesheet includes a feature to allow employees to input general comments and daily comments.
Question 9. I exported my employee’s time into my company QuickBooks file, but now I need to make corrections. How do I do this?
Answer. Hour Timesheet does not allow processed timesheet data to be edited. Hour Timesheet will display a link on the Timesheet Review page that will allow the user to create a “corrected” copy of the timesheet. The detailed audit trail will show the log of all changes made to the revised timesheet.
Question 10. Can multiple supervisors approve a single timesheet?
Answer Yes. Hour Timesheet will allow for multiple supervisors to approve a timesheet.
Question 11. We have a requirement for our employees to enter hours worked daily, does Hour Timesheet include daily reminders?
Answer Hour Timesheet includes the option to turn on daily notifications to serve as reminders for those employees who forget to enter time daily.
Question 12. I track my employee leave balance data manually in an Excel spreadsheet because QuickBooks doesn’t include all of the options I need, can Hour Timesheet manage leave?
Answer – Hour Timesheet has a full-function leave management feature that will allow accrued and earned types of leave tracking.