Transferring Data/Time Offs to QuickBooks in Gen3

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How to transfer Time Off entries to QuickBooks for payroll purposes?

(Originally posted by sgreen)
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Archived Post, Official Rep

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Posted 3 years ago

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Thank you for using Replicon Community.

Time data entered by employees can be transferred for use in generating payroll timesheets in QuickBooks. 

Before transferring time entries for payroll purpose from Replicon to Quick Books ensure that the following criteria are met: 

1. User name setup in Replicon should match with that of Employee's First and Last name in QuickBooks. If you are using the 'Middle Initial' field for Employees in QuickBooks, then the integration will not occur as Replicon doesn't have a 'Middle Initial' field. The work around would be, to append the 'Middle Initial' (by leaving a space) at the end of the First name or the beginning of Last name in QuickBooks. 

2. Employees in QuickBooks need to have 'Use Time Data to Create paychecks' enabled, under their Profile -> 'Payroll and Compensation Info' tab 

3. Ensure that Payroll Items are created and corresponding Payroll Item is assigned to the users profile in QuickBooks. 

4. Create Replicon fields with the same name as users Payroll Item in QuickBooks. 

5. Launch 'QuickBooks' and then launch 'QuickBooks Integration Manager' 

6. Click ' Time Tracking', on the left side pane. 

7. Choose 'Transfer Time entries for payroll timesheets' and select 'Transfer Time Off entries for payroll timesheets'. 

Do not select 'Include Project/Task/Role data on payroll timesheets'. 

8. Map Replicon fields to Payroll item on QuickBooks, select the date range for which time entries are required to be transferred, select the Users and click on 'Transfer'.




(Originally posted by Lingaraj Dharwad)
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Lingaraj Dharwad, Product Champion

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Transferring project data to and from QuickBooks

Replicon offers two options for transferring project and billing data to and from QuickBooks:

1. For QuickBooks Online
If you are using our Client Bill product, we offer a pre-built integration for QuickBooks Online. The integration allows you to track time and expenses in Replicon and transfer the invoice data to QuickBooks for billing. For information on accessing and using the integration, please see Transferring data to and from QuickBooks Online.

2. For the desktop version of QuickBooks
We offer a Windows-based integration for transferring data to and from QuickBooks. The desktop integration is only supported for customers using our TimeBill, RepliconPSM, TimeCost, or RepliconPPM products. For more information, please see the QuickBooks Integration Manager User Guide.


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