Connecting to QuickBooks Online Instructions.
To connect with QuickBooks Online login to your OnTheClock account as an Administrator.
Hover over ‘Settings’ and select ‘timeclock settings’
Select the Third tab ‘Payroll Providers’
Click on ‘Connect to QuickBooks’
*a separate pop up window will appear asking you to login to your QuickBooks Online Account.
Once you sign into your QuickBooks Online account you will be asked if you give OTC permission to access QuickBooks Online.
Once OTC and QuickBooks Online are synced you will be able to import your employees
Click on the employee icon
When you click import this will Sync your employees from both accounts
NOTE: *employees names MUST match between QuickBooks Online and OTC for the import to work
Exporting Timecards to QuickBooks Online
Go to your timecards
Select the pay period you would like to import to QuickBooks Online
Go to the section ‘print, Export & email’ next to search and filter
Click ‘Send to QuickBooks’
Once your timecards have been successfully sent you will receive this message from OTC
Viewing Timecards in QuickBooks Online
To view your timecards go to reports in QuickBooks Online
In the search bar type ‘Time’
Click on ‘time activities by employee detail’
*you MUST have payroll services enabled to view this report in QuickBooks Online
Make sure your Date range matches the pay period you sent over from OTC
Click ‘Run Report’
Now you should be able to view the hours you sent over from OTC.
QuickBooks Online Payroll Settings Hint.
Click on the Gear icon
Under Your company scroll to Payroll settings
Go to Overview> Timesheets
Make sure "copy hours from employee time sheets" is marked