Updating Employee Time Card Specifications for QUICKBOOKS PRO Software

Retrieve the following information from the QuickBooks Pro software for each employee:

Wage type: Hourly or Salary
Class, if applicable
Service item, if applicable

Before you can export your time card data from the PracticeWorks software, you need to enter the QuickBooks Pro software information into the employee time card records. You have to set this up only once.

To set up an employee record for use with the QuickBooks Pro software:

From the Lists menu, select Employees. The Employee List window is displayed.
Select the staff member you want to view, and click Edit. You are prompted to enter your initials and password to verify that you have the required security level. The Employee Properties window is displayed.
Click the Security/Time Card tab.
Under Time card, make sure the Print/export time card during reporting option is selected.
Under QuickBooks Pro Payroll Integration, enter the information for this employee:

Payroll itemPayroll itemEnter the item name from the employee’s payroll information in the QuickBooks Pro software.
ClassClassUse this field only if it is used in the QuickBooks Pro software.
Service itemService itemUse this only if it is used in the QuickBooks Pro software.

These fields are case sensitive. You must type them exactly as they appear in the QuickBooks Pro software.

Click OK to close the Employee Properties window.
Repeat this task for each employee.