Q : Why are time cards not being sent for a specific employee?Ī : If a certain employee is not being sent over you will want to check to make sure that first and last names match between OnTheClock and QuickBooks online.
We verify First and Last name fields, your employee number must be a numeric value, not text.
We send hours to the ‘Time activity by employee details’ report. We need time tracking capabilities in order to map over. Q : Why am I not able to see my hours in QuickBooks online but it told me it was sent?Ī : You will need to verify that the version of QuickBooks you are using is Essentials or higher. Q : How do I link my Quickbooks online account with OnTheClock?Ī : You can link your Quickbooks online account to OnTheClock by going into the Timeclock settings Payroll Provider tab and clicking on ‘connect to Quickbooks’. Check off the customers you would like to import→ Click "Import Selected"→ You will get a “Success” message indicating the customer was brought over with a status of "Imported"→ Click "Close" Frequently Asked Questions Go to "Settings"→ Select "Job & Project Costing Setup" from the list → At the top of the page, under the title, click "QuickBooks Customer Import"→ A pop-up will appear.
Importing Customers into OnTheClock from QuickBooks Online **Note: In order to use the “Employee Import” function, the Employee ID in QuickBooks Online cannot include any special characters.
Quickbooks online payroll for mac login full#
Go to the employee icon and select "View Full Employee List" → Click the gold button labeled "Add Employees"→ Click “QuickBooks Import” → Check off the names of the employees you wish to create an OnTheClock profile for→ Click "Import Selected"→ You will get a “Success” message indicating the customer was brought over with a status of "Imported"→ Click "Close" Importing Employees into OnTheClock from QuickBooks Online **Note: users with enhanced payroll services will not need to do this, your hours should show up when you run your payroll as normal.
Quickbooks online payroll for mac login manual#
On the side, menu bar click Payroll→ Select employees→ Click an employee name and go to Employee details→ Click the edit pencil for “pay”→ Under step 3 “ how much do you pay X” click + add additional pay types→ Check overtime pay and paid time off→ Now when you run payroll you will see these categories to enter hours into QuickBooks Online Manual Payroll Settings HintĬlick on the Gear icon→ Under Your company scroll to “Payroll Settings”→ Go to “Overview”, then “Timesheets”→ Make sure "copy hours from employee timesheets" is marked. Go to “reports” on the sidebar → Type “Time” in the search bar→ Click on “Time activities by employee detail→ Note: You must have payroll services enabled to view this report in QuickBooks Online→ Make sure the date range matches the pay period sent from OTC→ Click “Run Report.”→ You should see your hours listed and it should say “Imported from OnTheClock” → We only send over the TOTAL hours you will need to break out Paid Time Off and Overtime manually Adding Overtime and Paid Time Off in Quickbooks Online Verifying hours sent to QuickBooks Online Exporting Time Cards to QuickBooks OnlineĬlick on “Time Cards” at the top of the screen→ Select the “Pay Period” to export→ Click the “Send to QuickBooks” button near the upper right of the screen→ Once exported successfully, you will receive a confirmation message from OnTheClock. NOTE: Employee names must be an exact match between OnTheClock and QuickBooks for the import to work. Log in as the administrator→ To connect directly, click “Time Clock Settings”→ Select the “Payroll Providers” tab→ Click on “Connect to QuickBooks.”→ A window will appear asking you to log in to your QuickBooks Online account→ Once you sign in to your QuickBooks Online account you will be asked if you give OTC permission to access QuickBooks Online→ Once OTC and QuickBooks Online are synced you will be able to import your employees→ Click on the employee icon→ When you click “Import” this will sync your employees from both accounts. We do not send the following items over to QuickBooks Online:Ĭonnecting to QuickBooks Online Instructions The payroll service subscription does not matter for OnTheClock, you can have Core, Premium, or Elite paired with Essentials or higher QuickBooks online subscription plans. OnTheClock can integrate with QuickBooks Online subscriptions Essentials, Plus, or Advanced, these versions offer time tracking capabilities. Connect directly to QuickBooks to make exporting time cards quick and efficient.Īdding Overtime and Paid Time Off in QuickBooks Online
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