Locating this section in the app: Productivity > Timesheets
🗒️ 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 employeefor each Team member by going toSettings>Team, selecting the kebab/other options menu next to a Team member, then clickingEdit. Either click on the Accounting package employee field or use the dropdown icon, locate the Team member's name, and clickAdd.
🗒️ 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.
🗒️ 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 memberSelect
Action>Run report
Make sure to set the correct
Time Activity Dateto successfully view the exported Timesheets.