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Join nowHello community,
I work for a restaurant franchisor, and we have some franchisees who are using QuickBooks. They would like to import their employee time entries from our restaurant back office system into QuickBooks. I know nothing about QuickBooks, but it appears possible based on what I have found elsewhere.
We need the specific file layout requirements in order to implement this for them. It looks like a .csv is acceptable, but can anyone provide me specifics on file layout? Along with that, how are overtime hours to be represented? Can they just be in a separate column on the same line or does QuickBooks require one line for regular time and a separate line for overtime?
Any guidance will be appreciated, and a sample file (de-identified) would be wonderful.
Thanks,
Tom
Solved! Go to Solution.
You should create a new line to do so. Utilize the trial version of the programs to explore them.
Hi, @tjt1124. I appreciate your effort posting the details of your concern here in the Community.
I've come to help you with importing employee time entries into QuickBooks Desktop.
CSV files are simple text files containing tabular data. A comma separates each field in the file from the next. Although you can create and edit CSV files with any text editor like Notepad, most spreadsheets support this format.
When importing using a CSV format, you need to install the QuickBooks Import Excel and CSV toolkit. This toolkit contains the following:
I've got this helpful resource to guide you further on importing CSV files into QBDT: Import/export CSV files.
In addition, I'll share with you this article if you want to know more about other data types you can import: Import/export overview.
Keep me posted if you still have questions or concerns about managing your data in QBDT. I'll be around for you. Have a great day!
Prepare your Time Tracking data with the following template
Name | Transaction Date | Customer | Service Item | Payroll item | Duration | Class | Billable | Notes |
John Marks | 01/09/2020 | Nguyen, Tuan | Labor | Regular Pay | 1:25 | |||
John Smith | 02/09/2020 | Nguyen, Tuan | Labor | Regular Pay | 2:00 | |||
Karen Marks | 02/09/2020 | Links, John | Labor | Regular Pay | 1:25 | |||
Kathy Linklater | 02/09/2020 | Links, John | Labor | Regular Pay | 1:25 | |||
Johnny Deep | 02/09/2020 | Links, John | Labor | Regular Pay | 2:00 |
then utilize one of these importer tools to proceed
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
Thank you for the file layout. How is overtime pay handled? Does it have to be in a separate line with a different Payroll Item type? Is it possible to have all information for an employee on one line with separate columns for regular and overtime hours?
You should create a new line to do so. Utilize the trial version of the programs to explore them.
Thanks for the info. That gives me enough to go on.
Did you have to use a 3rd party to import employee times? The options I have seen for importing into QBD do not include timesheets.
Hi there, JeanG.
I'm here to share information about importing employee time in QuickBooks Desktop (QBDT).
I know how important it is to import employee hours in QBDT. While this option isn't available, you may consider using a third-party application that will allow you to import your employee hours timesheet to QBDT.
Here's how:
Another way is to go directly to this link: QuickBooks Apps.
To learn more about exporting and importing data in QBDT, you can check out these articles:
It'll always be my pleasure to help if you got questions other than importing employee time entries in QBDT. Use the Reply option below and surely I'll be here ready to assist you. Take care and stay safe!
I found there is a way to import timeclock date into QB Desktop. It has to be done in an IIF file. Here is a video by Hector Garcia explaining how to do it for free. https://www.youtube.com/watch?v=dumK2JOQEzE He offers to sell you a macro to turn an Excel file into an IIF, but I found the directions were clear enough to be able to do it myself. I open the IIF file in Excel to update the information. When I saved it, the extension TXT was added to the file. I just renamed the file to remove TXT and make sure the extension is IFF.. When you import the file in QBD I didn't not use the "Import it for me. I'll fix it later" option. I am able to see my errors, correct them and try again. It is very picky in that all the fields have to be exactly as they are in QBD.
I recommend using a sample company to learn how to import the information.
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