You’ll need to set up a few things in your account before you can push time entries to QuickBooks. Keep in mind, only an Admin user will have the correct permission to set up the connection items for the pushing of Time Clock entries.
When you're ready to push your first time entries into your QuickBooks account, you can simply go to your Time Clock, approve the time you want to push, and click the "Push to QuickBooks" button.
From here, we'll let you know which times we pushed or if we couldn't push time based on your current CoConstruct - QuickBooks setup.
If you get a notification indicating that time could not be pushed, we may want to look at some settings and make modifications.
There are four links that need to be established.
- Time Clock activities and QuickBooks Items
- Team Members in CoConstruct and QuickBooks Employees (CoConstruct will attempt to auto-map these for you)
- Time entry "type" and QuickBooks Payroll Items
- Projects in CoConstruct and QuickBooks Customers / Customer:Jobs
There are three links that need to be established.
- Time Clock activities and QuickBooks Product & Services
- Team Members in CoConstruct and QuickBooks employees (CoConstruct will attempt to auto-map these for you)
- Projects and QuickBooks Customers / Customer:Project or Customer:Sub-Customer
Lets go to the Accounting Settings to do some mapping
Navigate to Settings > Accounting Settings, and you'll need to map a few things in order to push time clock entries to QuickBooks.
Accounting Codes: You will need to ensure the accounting codes are mapped to the corresponding Item (QBD) or corresponding Product & Service (QBO).
Team Members: You will need to ensure that the Team Members in CoConstruct are mapped to the corresponding Employee in QuickBooks
Projects: You will need to map the project in CoConstruct to the Customer / Customer: Job / Customer: Sub-Customer in QuickBooks
**You can also link projects on a project by project basis within the project itself under the "Project Setup" area**
Time Entry Types: You will need to map your Time Entry Type in CoConstruct to the corresponding Payroll Item set in QuickBooks.
**TIME ENTRY TYPES WILL ONLY BE REQUIRED FOR QUICKBOOKS DESKTOP**
Once all of the setup is completed, return to the Time Clock page and click the Push button. Click here to see what happens next when you push your time to QuickBooks.
Pushing your time to QuickBooks will enable you to pull labor actuals (cost for labor) back into your CoConstruct budgets. For more information on setting up your Labor Actuals, reference our Help Center articles here:
Labor Actuals - QuickBooks Desktop Setup
Labor Actuals - QuickBooks Online Setup
Note: The Time Clock function is only available on CoConstruct's Standard or Plus plans.