223 lines
13 KiB
HTML
223 lines
13 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Financial Exchange: Employee Hours Worked</title>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1">Financial Exchange: Employee Hours Worked</p>
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<p class="Help-Text"><a href="../qbpos_secadmin/secadmin_timecards.htm">Use Time Clock to Record Employee Hours</a></p>
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<div style="float: none;">
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<p style="font-family: Arial, sans-serif; text-align: right; color: #800000;">Pro</p>
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</div>
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<p class="Help-Note"><span class="hcp1">Requirements for this Feature in QuickBooks Financial Software:</span><br>
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<font face="Microsoft Sans Serif"></font>  Using QuickBooks Financial Software 2008 - 2010*<br>
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<font face="Microsoft Sans Serif"></font>  <a class="dropspot" href="javascript:TextPopup(this)" id="a4">General time tracking preference enabled <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a><br>
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<font face="Microsoft Sans Serif"></font>  <a class="dropspot" href="javascript:TextPopup(this)" id="a3">Hourly employees set up to use time data for paychecks <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a></p>
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<div class="droptext" id="POPUP240734783" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p class="Help-Text">In your QuickBooks financial software:</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select the <span class="hcp1">Employee Center</span> icon and then select the <span class="hcp1">Employees</span> tab.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">In the <span class="hcp1">Name</span> column, double-click the employee's name or select <span class="hcp1">Edit Employee</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select the <span class="hcp1">Change tabs</span> drop-down arrow at the top of the window and then choose <span class="hcp1">Payroll and Compensation Info</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Make sure that the check box labeled <span class="hcp1">Use time data to create paychecks</span> is selected.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">OK</span> to save your changes.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Repeat for other hourly employees.</p>
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</li>
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</ol>
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<p class="Help-Text"><span class="hcp1">Tip</span>: If you frequently add new hourly employees in QuickBooks, you might want to change your employee default setting to use time data for paychecks. From the Employee Center, select <span class="hcp1">Manage Employee Information</span> and then select <span class="hcp1">Change New Employee Default Settings</span>.</p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<div class="droptext" id="POPUP242944919" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p class="Help-Text">In your QuickBooks financial software:</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">From the Edit menu, select <span class="hcp1">Preferences.</span></p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">Time Tracking</span> from the left menu.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the <span class="hcp1">Company</span> tab, answer <span style="font-style: italic;">Yes</span> to <span class="hcp1">Do you track time?</span></p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">Save.</span></p>
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</li>
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</ol>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Text">If you use Time Clock in Point of Sale to record employee hours worked, the time entries can be sent to your QuickBooks financial software for payroll purposes. A corresponding time record is created in QuickBooks for each time entry recorded in Point of Sale.</p>
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<p class="Help-Info-Line">To send employee hours to QuickBooks:</p>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Setup your employees in Point of Sale as <a href="../qbpos_secadmin/secadmin_timecards.htm">hourly</a> and use Time Clock to record hours worked.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the Financial page of your Point of Sale <a href="../qbpos_company_preferences/sysprefs01.htm">company preferences</a>, select the check box labeled <span class="hcp1">Send employee hours worked to QuickBooks using payroll item: <</span>selection<span class="hcp1">>.</span></p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="list-style: disc;">
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<p class="Help-Nested-List">The default payroll item used is <span class="hcp1">Regular Hours</span>. You can change this selection to any hourly payroll item already setup in your QuickBooks financial software. If time worked needs to go to a different payment item than selected (overtime for example), you will have to modify the time entry in QuickBooks.</p>
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</li>
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</ul>
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<ol start="4" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Select <span class="hcp1">Save</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Run <a href="finacialexchange_initiating.htm">Financial Exchanges</a> with QuickBooks to send your time records with your other data.</p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Learn more about <img src="../image/lightningbolt.gif" alt="Internet connection required" title="Internet connection required" width="9" height="15" border="0" class="hcp2"><a href="qbpos:/command.html.viewinbrowser?IPDContent=51">QuickBooks Payroll solutions</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">Sample time entry created in QuickBooks <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a></p>
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<div class="droptext" id="POPUP184785728" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p>No entries are made in the <span class="hcp1">Customer Job</span> or <span class="hcp1">Service Item</span> fields and the <span class="hcp1">Billable</span> check box is not selected. You can also view or edit an employee's time on the Weekly Timesheet. Access the time tracking tools in QuickBooks from the Employees menu.</p>
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<p><img src="../image/qbfs_timerecord.gif" alt="QuickBooks Time Record" width="320" height="193" border="0" class="hcp2"></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">Modify a time entry in QuickBooks <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp2"></a></p>
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<div class="droptext" id="POPUP242893531" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp3">
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<col style="width: 100%;">
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<tr class="hcp4">
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<td style="width:100%;" class="hcp5">
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<p class="Help-Text">You may find it necessary to modify time entries after they have been sent to QuickBooks:</p>
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<ul class="hcp7">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">To assign time to a different payroll item, such as for overtime, holiday or sick pay</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">To add information for a customer job, service item, or to mark the time as billable</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">To correct a time entry error after a record has been sent to QuickBooks</p>
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</li>
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</ul>
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<ol class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">In QuickBooks, from the Employees menu, select <span class="hcp1">Enter Time > Use Weekly Time Sheet</span>.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">On the Weekly Timesheet form, select the employee's name from the drop-down list and ensure the correct work week is selected.</p>
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</li>
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</ol>
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<p class="Help-Indent">In this example, Kevin Associate has worked 10 hours on Wednesday. This is his weekly timesheet in QuickBooks after receiving the time entries from Point of Sale.</p>
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<p class="hcp8"><img src="../image/qbfs_timesheet_orig.gif" alt="Weekly Timesheet in QuickBooks Financial Software" width="397" height="112" border="0" class="hcp2"></p>
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<p class="Help-Indent">Because we pay overtime for more than 8 hours in a day, we must modify his timesheet.</p>
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<ol start="3" class="hcp6">
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<li class="p-Help-Steps">
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<p class="Help-Steps">Click on the 10 hour entry for Wednesday and change it to 8 hours.</p>
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</li>
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<li class="p-Help-Steps">
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<p class="Help-Steps">Add a new row to the time sheet, selecting <span class="hcp1">OT</span> as the payroll item and entering 2 hours for Wednesday.</p>
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</li>
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</ol>
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<p class="hcp8"><img src="../image/qbfs_timesheet_modified.gif" alt="Modified Weekly Timesheet in QuickBooks" width="401" height="113" border="0" class="hcp2"></p>
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<ol start="5" class="hcp6">
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<li class="p">
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<p>Save your changes.</p>
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</li>
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</ol>
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<p>Now, Kevin Associate will be paid correctly for his overtime hours. Set up additional payroll items as needed in QuickBooks to meet your needs. Note that this edit does not update the time record in Point of Sale, which will continue to show 10 hours worked on Wednesday.</p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"> </p>
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<p class="Help-Heading-2">Notes:</p>
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<ul class="hcp7">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Once time records have been sent to QuickBooks, they can no longer be edited in Point of Sale.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Point of Sale creates employee records in QuickBooks, if they don't already exist, in order to post time records. If you have two employees with identical first and last name they will be differentiated in QuickBooks by appending an incrementing number in curly brackets to the last name, i.e., Joe Shmoe and Joe Shmoe {2}. QuickBooks ignores the curly brackets (and anything inside) when printing the employee name.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">(Multi-Store) If time records come from multiple stores with identical first and last names, Point of Sale assumes they are for the same employee. If they are two separate employees, differentiate them in Point of Sale in either the first or last name fields.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">Point of Sale does not send <a href="../qbpos_recording_sales_and_returns/receipt_tips.htm">tip</a> or <a href="../qbpos_secadmin/secadmin_commissions.htm">commission</a> information to QuickBooks for payroll purposes. This information is available in Point of Sale reports.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">* If you are on an earlier version of QuickBooks Financial Software, your time entries are not sent. However, the Time Clock Weekly Summary report in Point of Sale is formatted the same as the employee Weekly Timesheet available in QuickBooks, allowing you to quickly transpose your time worked information for payroll processing.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="qbdataoverview.htm">Financial Exchange Overview</a></p>
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</html>
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