Quickbooks

How to Mapping QuickBooks Payroll Items

Before you can export any hours from TSheets to QuickBooks, you should utilize the Payroll Item Mapping Tool to allot payroll items to your hours; generally, QuickBooks won’t acknowledge them.

  • QuickBooks Online Plus, Essentials, or Advanced: Initial payrollitem mapping is performed during process of setup of the TSheets and QBO integration. Utilize the process below on the off chance that you need to change your recently mapped payroll items.
  • Check the Use QuickBooks Online for payrollbox enclose the QuickBooks Online Integration Preferences to enable this choice.
  • QuickBooks Desktop: First, set up the TSheets and QuickBooks Desktop integration, at that point map payrollitems.

 

Notes:

 

  • Just account admins can map payroll items in tsheets.
  • On the off chance that employees might be paid extra time or double time, ensure the employee are relegated the appropriate payroll items in QuickBooks. At that point, in TSheets, process to enable additional or overtime tracing are following: go to Company Settings > Payroll and Overtime > Overtime (or utilize the Pay Rate Engine for further advanced overtime choices/options).

 

The most effective method to Map Payroll Items by:

  • Employee
  • Customer/Service Item/Class
  • Employee Selection

 

 

By Employee

In the process that you might like to assign a default payroll item allocated for each sort of hours your employee’ track, utilise the Payroll Item Mapping by Employee choice. This implies for all regular hour followed per employee, there will be one payroll item assigned to those hours in QuickBooks. For all additional overtime time hours followed per employee, there will be one payrollitem assigned out to those hours in QuickBooks. This should be possible for regular time, overtime time, double time, and whenever any time off codes that you have set up.

 

 

  1. In TSheets, at the upper right, click QuickBooks, and select Preferences.
  2. Click the Payroll Item Mapping Tool catch.
  3. On the Employee Map tab, click a representative’s name.
  4. In every hour type segment, select one payroll item for each.
  5. (Optional) To download a spreadsheet, click Employee CSV.
  6. Close the window once finished.

 

 

Note: If you utilize the Pay Rate Engine for further advanced overtime time choices, you should need to map any employee overtime payrollitems inside Pay Rate Engine Settings: Select Manage Overtime time hours.

 

  • In the Payroll Item Mapping Tool, click Managealongside the Overtime rule name in the employeepayrollitem details. (Note: the mapped items will be noticeable in the Payroll Item Mapping Tool, but can’t be changed there.)
  • Any Setting that has unmapped rules, and any rule that is unmapped, is indicated by unassigned rates.
  • Click on a rule to map it. Any Overtime pay item from QuickBooks will show up in a dropdown alongside QUICKBOOKS PAY ITEM.

 

By Customer/Service Item/Class

On the off chance that you want to assign payroll items based on some specific customers, service items, or classes, you first need to set a employee default for any customer/service item/class that remains parts unmapped. At that point set the override setting by your preferred/favoured criteria.

 

  1. After mapping payroll items by employee, in TSheets, at the upper right, click the QuickBooks dropdown, and select Preferences.
  2. Click the payroll Item Mapping Tool button.
  3. In the right corner of the Payroll Item Mapping Tool, click the gear icon to open the settings.
  4. Check the Allow overrides by: box, and select Customer, Service Item, or Class.
  5. On the Customer Map, Service Item Map, or Class Map tab, click + Add Overrides.
  6. Click none under Select Customer/Service Item/Class (whichever shows).
  7. Pick a Customer, Service Item, or Class and click Save.
  8. Under every hour type column section, select one payrollitem each.
  9. Close the window after.

 

Note: If you utilize the Pay Rate Engine for advanced overtime, every overtime time setting and its rules will show.

 

By Employee Selection

 

On the off chance that you wouldnot to do any mapping and have your employees select their payrollitems when they clock in and out, you can set this up for your account.

 

Note: Any Payroll Items chosen by the employee on their timesheets will override any overtime calculation account settings. For instance, despite the fact that a employee may have two hours of overtime time for the week showed in the reports and export details, it is dependent upon the employee to choose the appropriatepayrollitem for overtime on that timesheet so as to get paid the overtime rate.

 

To enable employee to choose their very own payroll items:

  1. In TSheets, at the upper right, click QuickBooks, and select Preferences.
  2. Click the Payroll Item Mapping Tool button.
  3. In the right corner of the Payroll Item Mapping Tool, click the gear icon to open the settings.
  4. Select Let Employees pick Payroll items.
  5. Click Save.

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