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Timesheet: Accounting Integrations (QBO)
Timesheet: Accounting Integrations (QBO)

Send Factory Timesheet entries straight to your accounting package.

Updated over a month ago

Locating this section in the app: Productivity > Timesheets

πŸ—’οΈ Note: only Administrators can export Timesheets. Please review roles and user type access.


Things to set up prior to commencing...

Timezone

The Company's Timezone is used when submitting entries to the accounting package. Make sure the Timezone set in the user's Profile matches the one set for the company to avoid any date differences.

  • Company's Timezone - Settings > Company > Timezone

  • User's Profile Timezone - Profile avatar > Profile > Timezone


Adding Employee/Team member in QB

Employees/Team members added in Factory but not yet in QBO need to be added manually in QBO by going to Payroll > Add an employee > fill out Employee/Team member details > then click Add employee.


Exporting a Timesheet

Once Timezone and Employee/Team members are all added in QBO proceed with exporting Timesheets by following these steps:

  • Set the Accounting package employee for each Team member by going to Settings > Team, selecting the kebab/other options menu next to a Team member, then clicking Edit. Either click on the Accounting package employee field or use the dropdown icon, locate the Team member's name, and click Add.

πŸ—’οΈ Note: if no Accounting package employee is set, an error will appear during the export process.

  • Approve the Timesheet entries in Factory that need to be exported to QBO.

πŸ—’οΈ Note: Awaiting Approval and Unapprove Timesheets will not be exported to the accounting package.

  • Export Timesheets either in bulk or individually:

Bulk export

In the Timesheet Manager page, tick the box next to the Team members, then select Options > Export.

Individual export

In the Timesheet Manager page, click on the Team member's name, tick the boxes for the time entries to export, then select Options > Export.

  • Confirmation that Timesheets has been exported successfully will appear.


View exported Timesheets in QBO

  • In QBO, click Payroll > select an Employee/Team member

  • Select Action > Run report

  • Make sure to set the correct Time Activity Date to successfully view the exported Timesheets.

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