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Level 3

Importing Timesheets/Time Activities from QBO to Payroll

How do I import Time Activities from QBO to be used in Payroll? 

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Best answer June 10, 2020

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Importing Timesheets/Time Activities from QBO to Payroll

Once the QuickBooks Online time activities have been created, you'll first need to check that your employees are set up in Payroll with the correct timesheet settings, and that timesheet integration is enabled:
 
  1. Go to the Employees tab and select an employee.
  2. Select the menu Pay Run Defaults.
  3. Using the top Timesheets dropdown, select a Use Timesheets option, then scroll down and Save.
  4. Close and repeat for other employees as needed.
  5. From the main Employees page, now select Payroll Settings.
  6. Under the Business Management sub menu, select Timesheets.
  7. Select Enable. Configure the options for timesheets as required, then Save.
 
Now you are set up for timesheets in Payroll, you can import the time activities:
  1. Select the Employees tab, then Manage Employees (to the right) and Import Timesheets.
  2. Under Import timesheets from, select QuickBooks
  3. Enter your date range. To automatically approve the timesheets, select Yes. If you would like to review these first, select No. Then select Import.
  4. You will see a message displaying how many timesheets/activities were found and imported. From here, you can select Approve Timesheets.
  5. Note: You can also come back and approve these later. To do so, simply exit Payroll. When you come back to them, go to Manage Employees, then Approve Timesheets.
  6. You can then select your timesheets and Approve. From here, you can select New Pay Run (top right) to bring these into the pay run.
 
Note that if there is a timesheet for an unknown employee not yet created in Payroll/unable to match to an existing employee:
  • the employee will be imported but will be incomplete.
  • the timesheet will be skipped 
  • the report will show that the timesheet was skipped due to an incomplete employee

View solution in original post

1 Comment
Content Creator

Importing Timesheets/Time Activities from QBO to Payroll

Once the QuickBooks Online time activities have been created, you'll first need to check that your employees are set up in Payroll with the correct timesheet settings, and that timesheet integration is enabled:
 
  1. Go to the Employees tab and select an employee.
  2. Select the menu Pay Run Defaults.
  3. Using the top Timesheets dropdown, select a Use Timesheets option, then scroll down and Save.
  4. Close and repeat for other employees as needed.
  5. From the main Employees page, now select Payroll Settings.
  6. Under the Business Management sub menu, select Timesheets.
  7. Select Enable. Configure the options for timesheets as required, then Save.
 
Now you are set up for timesheets in Payroll, you can import the time activities:
  1. Select the Employees tab, then Manage Employees (to the right) and Import Timesheets.
  2. Under Import timesheets from, select QuickBooks
  3. Enter your date range. To automatically approve the timesheets, select Yes. If you would like to review these first, select No. Then select Import.
  4. You will see a message displaying how many timesheets/activities were found and imported. From here, you can select Approve Timesheets.
  5. Note: You can also come back and approve these later. To do so, simply exit Payroll. When you come back to them, go to Manage Employees, then Approve Timesheets.
  6. You can then select your timesheets and Approve. From here, you can select New Pay Run (top right) to bring these into the pay run.
 
Note that if there is a timesheet for an unknown employee not yet created in Payroll/unable to match to an existing employee:
  • the employee will be imported but will be incomplete.
  • the timesheet will be skipped 
  • the report will show that the timesheet was skipped due to an incomplete employee

View solution in original post