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      Quickbooks Desktop Export Notes

      How to enable Time Tracking, check Payroll Items, and import IIF files in Quickbooks Desktop

      1. Open    Quickbooks Desktop

       

      2. Click    and select 


       Ensure that all employee names are spelled the same in both Workeasy Software and QuickBooks, including commas. 

       

      3. Double click an employee to open the Edit Employee menu


       

      4.  Select    and take note of the Payroll Items. The payroll item names must be matched with the names assigned in Workeasy Software.

       

      5. Enable the "Use Time Data to Create Paychecks" checkbox in the section

      6.  Click    and select  


       

      6. Scroll down, select    , and click the    tab

       

      Single user mode is required for this step and the following step. Only the Admin user can perform the following steps. 

       

      7.   a. Uncheck    (Unless these hours will be billed to a                        customer) 


            b. Click 


       

      8. Click 


       

      9. Once the IIF file is imported, the Timesheet information will be shown here:

       

       

      Part 2: Importing the IIF File

       

      The employee names are case sensitive. Name formatting, spacing, and capitalization must be matched exactly.

       

       

      After completing these steps, choose the blue "Import" button or "Import it for me, I'll fix it later".