Review transactions in a readable view.Select an account and click the 'File Upload' button. Prepare transactions quickly in Excel and convert. Tip: Browse to select a file is much faster and efficient for large imports.YouTube - Using the QuickBooks Desktop ImporterConvert CSV to QBO and import into Quickbooks, (PC/Mac/Online). Browse to select a file, or copy and paste from Excel. From the ACH Universal Home Page, click the Import Transactions icon.
Import Csv File To Quickbooks Download The OntheclockJob & costing information cannot be sent to Quickbooks Desktop. Are you working with Windows or Mac QuickBooks 2016 or.QuickBooks Desktop Importer Tool InstructionsSettings & Applications in QuickBooks DesktopTo import a CSV file into QuickBooks you need to download the Ontheclock QuickBooks Importer from our website. It can be downloaded here.For help setting up your QuickBooks Desktop import tool and getting hours from OnTheClock into QuickBooks, watch our setup video here. Click the 'Next' button.File formats also differ depending on your operating system and the version of QuickBooks being used. Confirm the Mapping and Date format ( QB Online video) Date and Description columns should be preselected and the amount column needs to be set. Select an account in Quickbooks to import and click 'Next'.The Import tool is only compatible with Microsoft-based computers no tool is available for MAC users. We are not compatible with Contractor Editions of QuickBooks Desktop We do not send over salary hours at this time, only hourly payroll items will be sent to QuickBooks Desktop. Your payroll items must be labelled as the following: The QuickBooks Desktop Importer will only send time to the default payroll items in QuickBooks Desktop.Adjust the date range to be within the weeks you sent to QuickBooks from OnTheClock.You will see time data displayed with a description of OTC added. (highlighted below)NOTE: we only map hours over to the default items you see listed in this sample.Viewing Your Uploaded Time Cards in QuickBooks Desktop In Earning Codes enter in the default payroll items, and check the box ‘Use time data to create paychecks’ is checked to run Payroll.We currently only support sending information over to hourly employees but are looking into adding this ability in the future.Q: The instructions say names must match exactly between OTC and QB. The time card columns in OnTheClock must be left as the default names or the importer will not recognize the CSV file and fail to import the hours into QuickBooks.A: Not at this time. Check the earning codes in your employee’s payroll info section and make sure they match these items here. Go to Edit> Preferences> Integrated applicationsQ: The import tool said I had successfully sent my timecard entries, but I am not seeing them listed in my weekly timesheet.A: A common reason for time not showing up in the weekly timesheet in QuickBooks Desktop is the earning codes (under “Payroll Info” for the employee) are not the defaults that OnTheClock sends to. How do I view them in my QuickBooks Desktop account?A: To view the hours that were imported, go to the Employee Center and then click on “Weekly Timesheets.” Adjust the date ranges and you will see your hours displayed here.Q: I made adjustments to my timecards in OnTheClock but already imported them to QuickBooks desktop, what should I do?A: First you will need to delete the time entries in the weekly timesheet on your QuickBooks Desktop. We are looking for the first and last names to match in spelling and capitalization between both systems.Q: It says the hours were successfully sent to QuickBooks. Do I need to add their middle initials to OnTheClock as well?A: No, OnTheClock does not have a place to enter middle initials for employees. Check mac os version for adobe flashYou can use the timecard filter labeled EMP in OnTheClock to select just one single employee to download if just one employee’s time was corrected.
0 Comments
Leave a Reply. |
AuthorBrittany ArchivesCategories |