How to Make a Excel Timesheet in QuickBooks?

by James Antonio

Though, knowing excel pretty much covers everything, at times you need a faster approach and for big calculations, you need more. QuickBooks is the best option you can look for as it can do all the calculations and maintain more accurate records with a lot better efficiency. Once integrated with QuickBooks, it will work seamlessly with your payroll solution. Know how to Make a Excel Timesheet in QuickBooks.

Make a Excel Timesheet in QuickBooks

What is the Benefit of Automated QuickBooks Timesheets?

  • Take payroll processing from hours to minutes.
  • Provide clear and unchangeable audit trails.
  • Save 5% on gross payroll costs, on average.
  • Categorization hours by job, shift, client, or employee for easy reporting.
  • Consolidate each day’s time entries.
  • Store timesheets safely in the cloud.
  • Approval of timesheets easily from a computer or mobile device.

What is the Process to Create an Excel Timesheet in QuickBooks?

Every business is of a different nature and has different requirements. They also depend on the type of work you do, how many workforce you employ, and about a hundred other variables which may change your business model that varies from the existing one. This is the reason the very first step is to make a timesheet in Excel to identify the categories. This will enable you to create a payroll to run your business successfully. This timesheet entails the fields for employees to write down the following particulars for each week.

  • The Date
  • The Job or Shift
  • Their Total Number of Hours
  • They Total Number of Overtime Hours
  • Their Total Number of Sick Hours
  • The Times Employee Clock in (Before and After Lunch)
  • The Times they Log out (Before and After Lunch)
  • Their Total Number of Holiday Hours
  • Their Total Number of Vacation Hours

Your timesheet may also include some more columns for further questions that can be answered with a yes or no. (For example: Was there any injury or accident on the job? Is the project complete yet?) or space for client signatures. Once you have decided which columns or labels you wish to keep in your timesheet. It’s time to create the working product model with the help of step by step guide mentioned below:

Step 1: Format Your Spreadsheet

You need to create a spreadsheet that’s easy to read, and for this you should format. You can make all your cells wider or smaller as per requirement and then hit Formatting.

Step 2: Title Your Timesheet

You need to mention the name of your business into cell A1 suiting its size and height. Then you need to select Merge & Center on the Home toolbar.

Step 3: Add Labels to Your Timesheet

Add other labels like EMPLOYEE and MANAGER (with signature and date lines for each), This week’ start date, time, pay rate, OT rate, etc. You should also select the Wrap Text option by doing right click on the required cell, so the words should not take up more than one cell.

Step 4: Add Timesheet Labels

Now, you can add a Timesheet including date, day, Shift start time, Time in and out, break, total number of hours, Overtime (if any), Sick (hours or days), Holidays, and leaves are listed twice to account for lunch breaks. You can also make it color coded as well if you want.

Step 5: Print the Timesheet

If you wish to print this template and have your employees turn in the timesheet data filled by them, then you’re almost done! Lastly you need totals and voila, you have all the records you need.

Second part is just for the magic to start. It is all about how to add formulas for doing the automatic calculations.

Step 1: You need to prepare the spreadsheet to add formulas for digital use
Turn the already existing data cell gray that should not be changed if more data is added. Now the boxes with your calculations will be specifically highlighted out from the rest of the new employee’s timesheet entrees.

Step 2: Click on the particular cell which is directly beside the box saying Hours this week. In the formula bar, you need to type in =SUM(of the columns) and press Enter. This box will now add any numbers entered in the column labeled total number of hours.

Step 3: Click on required cell. In the formula bar, type in =SUM(of the columns) and press Enter. This box will now add any numbers entered in the column labeled OT (overtime) hours. Similarly, you will calculate paid hours, sick hours, OT, outage, vacation, leaves and so on. (Although these can be defined in separate steps, all we have to do is to sum total hours.)

Step 4: At last, we get to calculate total money owed. Select the required cell and type the sum formula and press Enter. This cell will now add all the number of subtotals in order to show how much money your employee has made total (before bonuses, taxes, or other deductions).

Tip: It is always a good approach to keep a backup file for all your excel sheets. Once you process this, you can easily move your records from paper, because the transactions will be in QuickBooks. This will make your records more efficient as you are well aware of each and every small and big change in the time sheet.

I hope the above mention information will help you to Make a Excel Timesheet in QuickBooks. Success rates and bunch of miles stones will speak for the impeccable quality and accuracy. Based on in-depth knowledge and years of experience, our clientele base has been growing since the start. You can very easily get connected to our expert professionals in no time as we are just a few clicks away. All you need to do is to give us the query details and we will ensure to find the best possible solution as per your business requirements.


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Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

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$499/- Per Year

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  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

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$899/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

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Pricing includes coverage for users
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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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