To create a new pay rate for an employee, go to Payroll > Employee List > Select employee’s name > Pay Info > Edit > Add Another Pay Rate.If you don’t see a matching pay rate or department in the dropdown list, you can create one:.Select “Leave Unmatched” under the Patriot column for any job codes that don’t apply to the employee. The software automatically pulls all of the job codes you have listed in QuickBooks Time.After you finish entering the values for an employee, click “Continue” to move on to the next one. Step 2 shows you one employee at a time.Keep these other things in mind when going through Step 2: To select the default pay rate or department, choose an option from the dropdown next to “Select a default Pay Rate or Department.” This is a “catch-all” for any hours worked but not matched or entered under a job code in TSheets. You must select a default pay rate or department for each employee. Pay rates will apply to hourly employees while departments apply to salary employees. On Step 2, match your QuickBooks Time job code(s) to your Patriot pay rate description or department for each employee with more than one pay rate or department. If all of your employees only have one pay rate or department, the software will skip Step 2 and automatically take you to Step 3. Step 2 only applies to employees who have more than one pay rate or department. Step 2: Match Pay Rates and/or Departments Select a value from the dropdown list for each employee and select “Continue” to save your progress.If you have two employees with the same name, their email addresses will be next to their names in parentheses.If any employees are automatically matched, they will show up at the bottom of your list. Some employees may be automatically matched.Here are a few other things to keep in mind while filling out Step 1: Please note that if you leave the page to enter a new employee, the changes you made on Step 1 will not be saved. If an employee is not listed under Patriot Value, you can go back to Payroll > Add Employee to add them into the software. If you don’t want to match an employee, simply select “Leave Unmatched.” You must make a selection for each employee before you can move on to Step 2. First and last names must match (don’t worry about middle initials or names or capitalizations matching). Under the “Patriot Value” column, select the Patriot employee name from the dropdown that matches the employee name from QuickBooks Time. The employees from your QuickBooks Time account are listed under the “TSheets Value” column, and the employees in your Patriot account are under “Patriot Value.” On Step 1, match the employees in your QuickBooks Time account to the employees in your Patriot account. You must complete all three steps to finish up your QuickBooks Time integration. There are three steps you must complete to do this: Select “Allow” to continue.Īfter successfully linking your QuickBooks Time account, it’s time to match your QuickBooks Time info with your Patriot info. You will be asked to give permission for Patriot to access your QuickBooks Time data. Select “Sign In” after you input your QuickBooks Time login information. Please note that you may need to input your email address twice. Input your Quickbooks Time username and password to begin the process of connecting your account to Patriot. Settings > Time Integrations > Click the “Integrate with TSheets” buttonĪfter selecting “Learn More,” select “Integrate with TSheets” on the TSheets Integration page.Ī separate window will pop up prompting you to input your QuickBooks Time login credentials. Ready to get started integrating your QuickBooks Time account? Log into your Patriot account and go to: You can check your access level in your QuickBooks Time account. The QuickBooks Time user account must have administrator access. This means that Patriot only pulls information from your QuickBooks Time account, and QuickBooks Time cannot pull information from your Patriot payroll account. Keep in mind that this is a one-way integration. You can connect your QuickBooks Time/TSheets account to Patriot’s payroll software in a few easy steps. How to integrate your QuickBooks Time/TSheets account with Patriot Say goodbye to manual time entries and hello to QuickBooks Time/TSheets integration. Payroll Training Integrating Patriot Software With Quickbooks time/TSheets BackgroundĪs a payroll customer, you can integrate your QuickBooks Time account (formerly known as TSheets) into your payroll software, making it even easier to track and manage your employees’ time and import it into your payroll.
0 Comments
Leave a Reply. |