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Integrate QuickBooks Time and Namely and export hours

Integrate QuickBooks Time and Namely

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

Export hours from QuickBooks Time to Namely

In QuickBooks Time:

  1. To access the integration, go to Reports Namely Export.
  2. In the Namely Export window, choose the pay period, and select Download XLSX. The spreadsheet displays. (If not, open it from the Downloads file on your computer.)
  3. Review the Employee Number column. If any numbers are missing:In that row, take note of the number of hours worked.
    1. In QuickBooks Time, go to Reports > Payroll Report.
    2. Select the corresponding pay period, and select Run Report.
    3. At the right of the names, find the number of hours. If there are duplicate numbers, to the left of the names, select + to view the timesheet details.
    4. After determining the employee name, go to My Team and select one to open the details.
    5. In the Payroll ID box, enter the Namely Employee ID, and select Save.
    6. Rerun the Namely Export report.

In Namely:

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

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