QUESTION

Can external time data be imported into QuickBooks Desktop (QBDT) using the Rightworks Transaction Pro Importer?

RESOLUTION

If external time-tracking systems or time clocks are used, Transaction Pro Importer can import time activity into QBDT for payroll processing.

Refer to this Knowledge Base ARTICLE for the steps to import Time Tracking into QBDT using the Transaction Pro Importer.

The purpose of this article is to ensure the QuickBooks company file is properly configured for Time Tracking imports.

Step 1:  Subscribe to QuickBooks Payroll. 

Step 2:  Set up Employees with their Payroll Items and corresponding Pay Rates. The importer can either locate the Employee by their name or their employee ID. If using the name, Importer looks for a match based upon how the name is displayed in the Employee list.  For instance, Karen Magno is not the same as Magno, Karen. To change the way that Employee names are displayed in the Employee list, go to QuickBooks Company Preferences to the Payroll & Employee section.

If the Time Tracking application provides an export file with an employee number, populate this number in the Employee ID field on the Additional Info tab in Employee setup.

Step 3:  Make sure all employees who will have time imported have the box checked in their Employee setup under the Payroll Info tab to USE TIME DATA TO CREATE PAYCHECKS.