Are you trying to export any hours from QuickBooks Time to QuickBooks? Firstly, you have to use the Payroll Item Mapping Tool to assign payroll items to your hours, else, QuickBooks will not accept it. In this article, we will learn how to map QuickBooks payroll items to QuickBooks Time. In the meanwhile, you can find a QuickBooks ProAdvisor for further support through the toll-free number+1-844-405-0904.
Procedure to Map Payroll Items in QuickBooks Time
Here is the complete procedure to map QuickBooks payroll items to QuickBooks Time. Before that, keep some points in your mind, it will help you for mapping the items successfully;
Important Points Should Keep in Mind:
- Only administrators can map payroll items.
- If employees get paid for overtime or double time, make sure the employees are got the appropriate payroll items in QuickBooks. In QuickBooks Time, enable the overtime tracking and select the ‘Company Settings’ option and click on the ‘Payroll & Overtime’ tab then choose the ‘Overtime’ option.
Step 1: Prepare QuickBooks Payroll Items for Mapping
Mapping for QuickBooks Online Plus, Essentials, or Advanced:
Initial payroll item mapping works during the setup of the QuickBooks Time and QuickBooks Online integration. If you are trying to change your previously mapped payroll items, then follow the below procedure;
- Go to the ‘QuickBooks Online Integration Preferences’ option, and click on it.
- Select ‘Use QuickBooks Online for payroll’ box to enable this.
Mapping for QuickBooks Desktop:
Here you also need to set up the QuickBooks Time and QuickBooks Desktop integration, then map payroll items.
Important: Before syncing, ensure that you are logged in to QuickBooks Desktop as the administrator and in the single-user mode.
Step 2: Map the Payroll Items to QuickBooks Time
You can map your payroll items in three ways:
Map Payroll Items By Employee:
If you are trying to assign a default payroll item to track each type of hours of your employees, then use it by the Employee option. A payroll item will be assigned in QuickBooks to track all regular, double-time, and overtime hours of each employee.
- In QuickBooks Time, at the top right section, you have to choose the ‘QuickBooks’ option, then go to the ‘Preferences’ tab.
- After that, you need to choose the ‘Payroll Item Mapping Tool’.
- You should select an employee’s name, on the Employee Map tab.
- In each hour type column, choose one payroll item for each. It will save automatically.
Optional:
- To download a spreadsheet, you should choose the ‘Employee CSV’ option.
- When it is completed, close the window.
Map Payroll Items By Customer/ Service/ Item/ Class:
If you are trying to assign payroll items based on customers, service items, or classes, then you have to set an employee default for any customer, service item, or class that is unmapped.
- After mapping payroll items by the employee, you have to choose the ‘QuickBooks’ dropdown at the top right of QuickBooks Time, then go to the ‘Preferences’ tab.
- After that, you need to choose the ‘Payroll Item Mapping Tool’.
- You should choose the ‘Gear’ icon in the right corner of the Payroll Item Mapping Tool, to open the settings.
- Then, choose the ‘Allow overrides’ box, and go to the ‘Customer, Service Item, or Class’ options.
- On the Customer Map, Service Item Map, or Class Map tab, you should choose the ‘+ Add Overrides’.
- Then, choose the ‘None’ option.
- After that, you need to select a Customer, Service Item, or Class and click on the ‘Save’ button.
- Choose one payroll item each, in each hour type column.
- Repeat it until every Customer, Service Item, or Class is mapped properly.
- It will save automatically. When the mapping is finished, close the window.
Map Payroll Items By Employee Selection:
If you would not like to do any mapping and your employees select their payroll items. You can set their check-in and out time on your account.
Allow employees to choose their own payroll items:
- You have to choose the ‘QuickBooks’ dropdown at the top right of QuickBooks Time, then go to the ‘Preferences’ tab.
- After that, you need to choose the ‘Payroll Item Mapping Tool’.
- You should choose the ‘Gear’ icon in the right corner of the Payroll Item Mapping Tool, to open the settings.
- Then, choose the ‘Let Employees choose Payroll items’ option.
- In the end, click on the ‘Save’ button.
Complete the procedure without skipping a single step, and map your payroll items successfully. And feel free to contact our certified QuickBooks ProAdvisor through the toll-free number+1-844-405-0904, if you have any kind of doubts regarding this topic.