4 STEPS FOR PREPARING YOUR QUICKBOOKS
COMPANY FILE FOR TIME TRACKING REPORTS
4 STEPS FOR PREPARING YOUR QUICKBOOKS
COMPANY FILE FOR TIME TRACKING REPORTS
If companies switch to QuickBooks Pro, Premier or Enterprise, and/or
QuickBooks Payroll then they need a way to import their time activities
to QuickBooks.
They can process payroll in QuickBooks by Transaction Pro Importer
(“TPI”).
This presentation will help you ensure that your QuickBooks company
file is properly set up to allow for time tracking imports.
The step by step process to get this done with ease is described in next
slides.
Copyright 2016, Techarex Networks LLC. | e-mail: [email protected] | Call Toll-Free : 1-855-909-3300
Step 1: Ensure You Have a QuickBooks Payroll Subscription
The foremost step is to be sure that you are subscribed to QuickBooks
Payroll subscription.
Step 2: Set-up Employee and Payroll Items
The next step is to set up employees and their payroll items. TPI
(Transaction Pro Importer) helps in searching the employees with their
name or employee Id. If TPI search by name.
TPI looks for the name that matches in the employee list. For instance,
Charles is not the same as Saren Charles.
You can easily change the way names are displayed in the employee list
in QuickBooks Preferences.
Copyright 2016, Techarex Networks LLC. | e-mail: [email protected] | Call Toll-Free : 1-855-909-3300
QuickBooks Hosting Free for 30 Days
Copyright 2016, Techarex Networks LLC. | e-mail: [email protected] | Call Toll-Free : 1-855-909-3300
Step 3: Ensure Employee entry check-boxes are checked before
importing
The next step is to make sure that all employees for whom you are
importing time have their corresponding box checked. You can use time
data to create paychecks.
Step 4: Allow Access To Critical Data While Establishing Connection
While connecting TPI to QuickBooks, ensure that you allow access to
critical data during the process of going through the application
certificate.
In case, you did not grant this access originally while setting up TPI, you
can still change this in QuickBooks preferences.
These were the steps to be followed for successfully preparing the
QuickBooks company file for time tracking import.
Copyright 2016, Techarex Networks LLC. | e-mail: [email protected] | Call Toll-Free : 1-855-909-3300
Thank You
For Support:
Call Toll-Free: 1-855-909-3300
E-mail: [email protected]
or
Visit: www.techarex.net
Copyright 2016, Techarex Networks LLC. | e-mail: [email protected] | Call Toll-Free : 1-855-909-3300