QuickBooks let you Import Timesheets entries for estimating employee working time. It helps to reduce time-wasting and also boost work productivity. Let’s understand through this article how to import TimeSheet Entries into QuickBooks Desktop. Make sure you have enabled timesheet service located in the service page window of QuickBooks below Payroll Settings.
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Import Timesheet Entries in QuickBooks Desktop:
- Open QuickBooks
- To start the importing process, you have to locate the Manage Employees option
- Choose Import Timesheets located on the payroll dashboard
- Search the drop-down button and select the timesheets source
- Click QuickBooks Custom file Upload to import created timesheet; it is a time import function which permits the timesheet importing from CSV files.
- The format of the timesheet is not fixed. Here are the requirements:
- The file should be in CSV or TSV format
- There might be only single timesheet entry per line
- Must contain Starting date, Ending date /Time and Units
- Employee
- Choose the file you need to upload
- Once uploaded, you are permitted to set the date format of the preferred file
- After this, you need to configure the data type for every column
- You can view the highlights of the initial lines of columns to get a reference for the column matching
- Map the file columns corresponding to each QuickBooks fields
- Once done the column mapping, start the Import
- At last, check whether the timesheets need any standard approval workflow or whether they are automatic gets approved
- Select Import to start the process
- If there arise any interruption in the process then you can re-upload, reconfigure to solve the issue
- On successful completion of importing, you can save the file for the future use
- Discover and select the link named Save the format and give a name
- Hit on Save timesheet format
The in-depth Description of the Fields in Timesheets format for Mapping:
|
Fields | Format |
Description |
|
Txn ID | ID |
It shows the reference number associated with time entry; this field is useful for modifying time entries that are already existed in QuickBooks |
|
DATE | DATE |
It contains the date of the time entry |
|
Customer | STR 209 |
This field represents CustomerRef, i.e., full customer or customer job of the billing time. If BillableStatus is set as Billable, then CustomerRef is needed. |
|
Payroll Item | STR(31) |
Each payroll wage element is described and named a payment scheme, For instance, Regular-pay or Overtime pay. In QuickBooks, a timesheet represents a payroll wage item only if it meets the specific criteria. The name is mentioned in the QuickBooks Employee list, and the preference named Use time data to create paychecks is enabled on in the payroll info window. This window provides information regarding that employee in QuickBooks |
|
Service item | STR(159) |
This service item field describes services that a business charges on individual purchases. For instance, consulting hours, specialized hired labor, and professional fees. In the time entry message, there is ItemServiceRef, which displays the work type. If CustomerRef is not specified, then no ItemServiceRef is required. In case the Billablestatus is enabled to Billable, then Time Entry should contain both Item Service item & customer. |
|
Entity Name | STR 209 |
It is a remarkable/mandatory field. It refers to the Employee name, as mentioned in QuickBooks. Often contain FirstName and LastName, however, can be reversed according to the preferences. If the name and ZA doesn’t match then, it will create a new employee. |
|
Duration | Time | It is also a mandatory field. It contains the time spent while performing the work. The format will be hh: mm, for example, 1:30. When the time is found in a decimal form, then you can use the Excel formula to convert it. The formula is TEXT(<cell in decimals>/24,”[h]:mm”), It restores the cell in decimals along with the cell reference, including decimal hours. |
|
Notes | STR(4095) |
Extra information |
|
Class | STR159 |
This class field is used to categorize the transactions. It should be same as in QuickBooks |
|
Billable | BOOL |
It is a former field; If IsBillable is set to true, the track time should be billable. You have to include CustomerRef and ItemServiceRef for generating an invoice. If the status of Is Billable is false then there no invoice will create |
|
Billable Status | Enum |
Three values are accepted; they are Billable, NotBillable, and HasBeenBilled. If the billable status is enabled, then there must be a Customer and Service item. |
So, I hope the above Guidance helps you to import the Timesheet Entries into the QuickBooks Desktop. Stay updated with this website to read more informative blogs regarding Import and Export data in QuickBooks.
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