Applies to versions: 2.4, 2.5, 3.0, 3.1, 3.2, 3.3

QuickBooks Integration - Run Payroll

When QuickBooks and TimeIPS are ready to run the integration:

Switch to multi-user mode in QuickBooks.

For most systems, make sure the QuickBooks Web Connector is running.

• Open the Web Connector, check the box next to TimeIPS and be ready to click "Update Selected" button when prompted by TimeIPS

For older configurations, run the qbTimeIPS.exe file instead:

• Double-click on the qbTimeIPS.exe file you downloaded and saved to your computer when Setting up TimeIPS.
  
  
  
  
  
  NOTE: When not using the Web Connector, the qbTimeIPS.exe client must be running instead, each time you run the payoll integration.

Run payroll in TimeIPS.

1. In the TimeIPS Payroll Export page, select an export Type, Payroll Type/Employees, Date Range/Pay Period, etc.


2. Click on the Prepare Payroll for Export button.


3. If prompted, allow TimeIPS to access employee's data in QuickBooks.
   
   If running the integration for the first time, the prompt similar to this may appear:
   
   
   The QuickBooks-Application with no Certificate Screen
   
   
   1. Check Allow this application to access Social Security Numbers and other personal data.
   
   
   2. Click on the Yes, Always button.
      
      NOTE: The export matches TimeIPS employee records to QuickBook records by employee's names. Therefore, the integration must have access to this personal data everytime the integration is run.
      
      
      
      
      
   
   
   3. Confirm the access by clicking on the Yes button.

 

Once the integration is complete, close the Web Connector or qbTimeIPS.exe program.

NOTICE: Once the TimeIPS data (hours worked) is successfully integrated with QuickBooks, the payroll data will be marked as "Payrolled" in TimeIPS and those hours will not be sent via the integration again.

Verify hours in QuickBooks by going to Employees -> Enter Time -> Use Weekly Timesheet. Hours should appear for the employees on the dates exported, with each segment of time an employee worked showing on the day of work. Customer: Job, Service Item and Payroll Item and Note will all appear, if configured in the QuickBooks export. See example below:







When you're ready to run payroll in QuickBooks, hours will appear in Employees -> Pay Employees. Hours for each pay type will appear in a column for each employee. Final adjustments to hours or pay types can be made on individual paychecks, if necessary. See example below:







Now that you have setup QuickBooks and TimeIPS and have successfully integrated your Payroll data, you can simply Run Payroll next payroll period.