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Intuit

Set up your TSheets account in your QuickBooks Online Payroll

Learn how to set up your pay periods, overtime, and time off in TSheets.

With QuickBooks Online Payroll Premium and Elite, your employees can track time with TSheets. Before you invite your employees, you first need to set up your TSheets account to make sure you’re tracking time correctly.

Here’s how to set up TSheets:

Step 1: Launch your TSheets account

The first thing you need to do is launch your TSheets account, which will allow you to set up your pay periods, overtime, and paid and unpaid time off.

  1. Go to Time tab, and then Launch TSheets.

Step 2: Set up your pay periods, overtime, and time off

After you’ve launched TSheets, you’ll need to set up your pay periods, overtime, and time off. You’ll go through these series of tasks within TSheets.

Note: Make sure what you enter in TSheets is the same as you entered on the QuickBooks side.

Set up pay periods

  1. Go to Company settings.
  2. Select Payroll & Overtime and then Pay Period.
  3. Select your week start date and pay period schedule to align with QuickBooks.
  4. Select Save.
Note: If you need more options with your pay periods, set your week start day and payroll periods .

Set up overtime

  1. Go to Company settings.
  2. Select Payroll & Overtime and then Overtime.
  3. Make your selections and adjust your settings.
  4. Select Save.
Note : If you have more complex overtime policies, you can configure and change your overtime policies in settings .

Set up paid and unpaid time off

  1. Go to Feature Add-ons.
  2. Select the Time Off Codes tab and then Add New.
  3. Enter the Time Off name and choose whether it is a Paid or Unpaid code. Make sure these match what you have set up in QuickBooks.
  4. To assign who can use the code, select Assign to Individuals or Groups. Make your selections and select Save.
Note : If you need more detailed paid and unpaid time off information, you can create your own time off codes .

Step 3: Review your mapped payroll items

Once you’ve set your TSheets account, you need to make sure your payroll items are mapped correctly. This ensures time will transfer to payroll linked to the correct pay rates.

  1. In TSheets, select QuickBooks menu and then Preferences.
  2. Under Other Options, select Payroll Item Mapping Tool.
  3. On the Employee Map tab, choose an employee's name.
  4. In each hour type column, select one payroll item for each. Selections are saved automatically.
Note : If you need more detailed payroll item mapping, you can map your own QuickBooks Online Payroll items .

What are your next steps?

Add new people to track time

When you add new employees or contractors to QuickBooks, they’re automatically added to TSheets. If you added someone in QuickBooks but don’t yet see them in TSheets, perform a manual import.

  1. In TSheets, select QuickBooks menu and then Import.

Add other tracking options into TSheets

Need your employees to track things like Service Items, Billable Items, or Classes, you can do so in TSheets.

  1. In TSheets, select QuickBooks menu and then Preferences.
  2. Make your selections:
    • Service Items: If selected, your employees will be required to select one of these from your QuickBooks Service Items list before they can clock out.
    • Billable yes/no choice: If selected, your employees will have the option to mark time as billable or not billable. Billable items can be used when invoicing in QuickBooks.
    • Require billable yes/no choice: If selected, your employees will be required to mark their time as billable or not.
    • Class: If selected, your employees will be required to select a class before they can clock out.W and S
  3. Select the X.

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