Integrate QuickBooks Time and Namely and export hours

Learn how to integrate QuickBooks Time with Namely. 

Before you integrate

• Make sure job codes and employee IDs are set up in Namely. 
• Make sure the payroll ID in QuickBooks Time matches the employee IDs in Namely. 
• Make sure jobs or customers in QuickBooks Time match the job codes in Namely.

Integrate QuickBooks Time and Namely

1. In QuickBooks Time, go to Feature Add-ons, then Manage Add-ons.
2. Find Namely Integration, and select Install.

Export hours from QuickBooks Time to Namely

In QuickBooks Time

1. To access the integration, go to Reports, then Namely Export.
2. In the Namely Export window, choose the pay period, and select Download XLSX. The spreadsheet should display. If not, open it from the Downloads file on your computer.
3. Review the Employee Number column. If any numbers are missing:
   1. In QuickBooks Time, go to Reports, then Payroll Report.
   2. Select the corresponding pay period, and select Run Report.
   3. Next to the names, find the number of hours. If there are duplicate numbers, select + next to the name to view the timesheet details.
   4. After determining the team member name, go to My Team, and select the team member.
   5. Next to Payroll ID, enter the Namely Employee ID, and select Save.
   6. Run the Namely Export report again.

In Namely

1. Go to Namely Payroll.
2. Hover over Payroll Centre, and select Upload Hours. Before uploading hours, we recommend you wait until hours have been submitted and approved in QuickBooks Time.
3. Make sure the Pay Group and Pay Cycle are correct.
4. Select Choose File, and navigate to the Namely spreadsheet you downloaded from QuickBooks Time.
5. Select Next.
6. Select Save and Validate, then Finish, and select Back.
7. Select Run Payroll,  then Get Uploaded Hours.

Edit data 

• A spreadsheet for a given pay period can be uploaded again into Namely and it will override the previously imported time data.
• Time can be edited directly in Namely, after the upload. This is recommended if there are only a few employees. 

How to read the Namely export spreadsheet

• Employee Number: QuickBooks Time Payroll ID (Employee ID in Namely)
• Hour Type: Regular or Overtime
• Hours: Total hours for given job code and hour type
• Job Code: Job code associated with that time

Note: Time off timesheets appear in the spreadsheet as a “regular” Hour Type and the name of the time off code is in the Job Code column.