Acroprint QuickBooks Integration Instructions (software vers Manual de usuario Pagina 1

Publication: TQP-001Date of Publication: May 18, 2011Revision: AAcroprint Time Recorder Company®QuickBooks® Integration Instructions for timeQp

10Click “Open” to begin the import. QuickBooks will prompt you with a security warning as shown in Figure 2-6. You must select one of the Yes option

11Selecting Yes, always; allow access even if QuickBooks is not running will display the message shown in Figure 2-7.Select Yes to continue and Figure

12Select Done then Figure 2-9 will appear.Figure 2-9

13Setting up QuickBooks for Employees to use time dataIn order for QuickBooks to accept time data for payroll, you must enable Time Tracking. Click o

14Now you will need to set the Employee Defaults to use time data to create paychecks. This will ensure that all new employees will have this feature

15Click OK to close the Employee Defaults window. Click OK to close the Preferences window.You will now need to change all of your existing employees

16Choose Payroll and Compensation Info from the Change tabs: drop down list, which will then give you Figure 3-8. Place a check in the “Use time data

17Exporting from timeQplus into QuickBooksAfter you have completed your rst pay period, you will be able to export your employee information and empl

18The Setup screen is seen in Figure 4-2. 1) Enter the Payroll Item Codes for timeQplus. It is recommended to have QuickBooks open at

19You will then be brought back to Figure 4-4. Click Export. QuickBooks may prompt you with a security warning as shown in Figure 4-5. If you select

2IntroductionQuickBooks Integration from timeQplus Software allows you to save valuable time by limiting the amount of manual entry that occurs during

20Selecting Yes, always; allow access even if QuickBooks is not running will display the message shown in Figure 4-6.Select Yes to continue and Figure

21An export progress monitor will display, advising of successful export upon completion. Hours worked will now show in Employee’s Weekly Timecard in

22AppendixConrming your QuickBooks Company File Location (2 options)Option 1Click File – Open Previous CompanyThe top of the list is the full address

23Option 2Click File – Open or Restore CompanyIn Figure A-3 you can see that our test le is named Acroprint Time Recorder Company.qbw. If you click

24Figure A-3Figure A-4

25Obtaining the QuickBooks Payroll Item CodestimeQplus has payroll item codes for each of the following categories (as you can see in Figure B-1): R

26Choose Payroll & Employees and select the Company Preferences tab. You will then select the Employee Defaults button. In Figure B-4, you will

27Each of the pay categories in timeQplus has a Payroll Item Code and they must be the same in QuickBooks. Print out the screen or write down these P

28Check the “Allow this application to access this company le” checkbox and the “Allow this application to login automatically” checkbox as shown in

29If the total number of hours in one edit is greater than 24, the hours will not show up correctly. Large edits should be done on a per day basis wi

3Table of ContentsIntroduction...

Acroprint Time Recorder Company5640 Departure Drive I Raleigh, NC 27616In USA: 919.872.5800 I Toll Free: 800.334.7190Email: [email protected]

4Importing from QuickBooks into timeQplusThere are two methods for importing your data from QuickBooks into timeQplus. If you are just setting up the

5Select your Company File as shown in Figure 1-2; refer to the Appendix if you have diculty locating this le.Highlight the Company File; in this cas

6Selecting Yes, always; allow access even if QuickBooks is not running will display the message shown in Figure 1-4.Figure 1-3Figure 1-4

7Select Yes in Figure 1-4. Figure 1-5 will appear, select Done then Figure 1-6 will display, click OK. Your importing setup is complete.Figure 1-5Fi

8Importing Employees through timeQplus System UtilitiesRight Click on the System Tray Icon for timeQplus (as shown in Figure 2-1) and select System Ut

9In the System Utilities window (Figure 2-4) click the Import QuickBooks button.Select your Company File as shown in Figure 2-5; refer to the Appendix