Getting the Most out of QuickBooks
Keep the webinars coming! If you are a QuickBooks Online user that also needs their employees to track time, this is information for you! The integration between QuickBooks Time and QuickBooks Online is a match made in heaven, and as always, we got your back. When it comes to giving you the tools you need, Sherissa (aka our Webinar Queen) is ready to help you every step of the way. Take a look at all of our dates here: QuickBooks Online + QuickBooks Time Elite.
One of the most time-saving features of this integration is the ability to approve and export timesheets from QuickBooks Time to QuickBooks Online. Want a little preview of those steps? Let’s take a look at:
First thing you do is to approve your team’s timesheets through the Approvals Report:
- Go to Approvals on the left menu..
- Select the report dates, team members, and click Run Report.
There are three ways to approve time.
- You can Select all unapproved to approve all timesheets for all team members.
- Check the box next to multiple team members and choose Approve Selected up top..
- Select the blue Approve button next to each team member's name individually.
Note: Approving these hours will turn the window green and approves/locks all time data in that chosen time range.
To view the individual timesheets, click on View Details under the number of hours. To edit, hover over the timesheet and click on the pencil and paper icon.
Great! Time is approved and ready to travel over to QuickBooks Online.
- In the top right corner of QuickBooks Time, select QuickBooks.
- Select Export All Approved Time.
- When the Proceed with export? window displays, select Export all hours.
- To view the export details from QuickBooks Time, select QuickBooks > View Sync Log.
- To view the timesheet data in QuickBooks Online, select the Time tab to open Time Entries.
From there, that time data shows up in your payroll, and if your time is marked as billable, in your invoices as well!
Sherissa would love to help get you started! Here’s an overview of what you’ll learn during this session:
- How to integrate QBO & QuickBooks Time Elite
- How to navigate the employee & Customer/Jobs List
- How to set up your Integration Preferences
- How to Track & Manage time
- How to Approve & Export Time to QBO through QuickBooks Time
- How to Approve time within QBO
Other Helpful Resources:
Approve, unapprove, and reject timesheets in QuickBooks Time
