QuickBooks Time - App setup

  • Updated

QuickBooks Time is a time tracking solution that helps you track hours, send accurate invoices, and import employee hours when running payroll.

 

Find Quickbooks Time in the App Directory

In the navigation menu, go to App Directory.

 

In the Time Tracking category, click QuickBooks Time.

 

Click Get Started With QuickBooks Time.


Enter your QuickBooks Time credentials

In the pop-up window, enter QuickBooks Time login credentials.

 

If your QuickBooks Time account is associated with more than one company, you'll need to select one.

 

OnPay will need access toyour QuickBooks Time date. Click allow.

 

Using the menu under "Select Client", select your QuickBooks Time company name.

Your company name can be found in Quickbooks Time by going to Company Settings> Company Details> Company Info.

 

Assign employees

We'll import your employees and paid time off policies from QuickBooks Time, so you can assign them to the corresponding workers and payroll pay items in OnPay.

Click Assign Employees. 

Employees can be added in Workers> Onboarding> Hire Worker
PTO pay items can be found in Payroll> Settings> Pay Items, under W-2 Wages

Match each employee imported from QuickBooks Time with their name as it appears in OnPay.

2_copy.png

Note that the employee names don't need to exactly match. This allows you to use an employee's preferred name in QuickBooks Time, while using their legal name in OnPay.

Always use legal names in OnPay
When adding employees in OnPay, always use their legal name as it appears on government issued documents, such as a driver's license or Social Security card.  

Assign each employee and click Save. 

3.png

 

Assign PTO pay items

Click PTO and use the same process to assign your paid time off codes with pay items in OnPay. 

2021-08-18_10-42-34.png

Payroll pay items can be found in OnPay by going to Payroll> Settings> Pay Items.