January 1st is a day that many companies change their accounting software and/or their payroll providers. If you are switching to QuickBooks Pro, Premier or Enterprise and/or QuickBooks Payroll and you need a way to import your time activities to QuickBooks so you can process payroll in QuickBooks look no further than Transaction Pro Importer (“TPI”) . We have a detailed article on how to import time tracking activities here. The purpose of this article is to help you make sure that your QuickBooks company file is properly set up to allow for time tracking imports.
Step 1: Make sure you have a QuickBooks Payroll Subscription. If you need help with setting this up you can contact any of our Partners here.
Step 2: Set up your employees and their payroll items. TPI can either find the employee by their name or their employee id. If using the name TPI looks for a match based upon how the name is displayed in the employee list. For instance Magno, Karen is not the same as Karen Magno. You can easily change the way names are displayed in the employee list in QuickBooks Preferences (see below).
If your time tracking application provides an export file with an employee number you can populate this number in the employee id field on the employee information tab.
Step 3: Make sure all employees for which you will importing time have the box checked: Use time data to create paychecks.
Step 4: When connecting TPI to QuickBooks make sure you allow for access to sensitive data when going through the application certificate. If you did not grant this access originally when setting up TPI you can change this in QuickBooks Preferences.
I hope this helps you pre-plan your time tracking imports so that they go as smoothly as possible the first time. You can also request a free trial and run some tests prior to your go live date here.
If you have any questions or comments pleas post them below.