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QuickBooks Desktop Configuration
QuickBooks Desktop Configuration
Configure the QuickBooks Desktop payroll export.
Follow these steps to enable and configure the QuickBooks Desktop payroll integration.
Plan required: Payroll integrations are an advanced TimeTrakGO feature, available on the PLUS plan or higher. Free setup and configuration assistance is available from our customer care team.
Step 1 Turn On the Payroll Integrations Feature
- Go to Feature Manager.
- Under System Options, find the Payroll Integrations card and turn on the toggle.
The Integrations - Activation Question window asks if you want to enable the Pass to Payroll options for all users. Yes is recommended. If certain employees should not be sent to payroll, such as temporary employees paid through a temp agency or salaried employees, you can change this for each user in the Users area at any time.
Step 2 Open the Payroll Interfaces Page
Click Settings on the Payroll Integrations card. This opens the Payroll Interfaces page, which lists every available payroll integration.
Step 3 Turn On the QuickBooks Desktop Integration
Find the Quickbooks Desktop card and turn on its toggle. Then click Settings on that card to open the QuickBooks Export page.
Step 4 Configure Settings
On the Settings tab: Set the Export File Name. The file is saved as a .txt. The QuickBooks Desktop integration also requires installing software on the computer that accesses QuickBooks and changing a few QuickBooks settings. Our customer care team will help you configure these and set up the integration.
The Contact Customer Care panel lists phone, email, and live chat options if you want help with setup.
Step 5 Map Pay Codes
On the Pay Codes tab, enter the QuickBooks Payroll Item for each TimeTrakGO Pay Code. To leave a pay code out of the export, turn off its Pass to Payroll toggle.
Step 6 Export Hours to QuickBooks Desktop
You are now ready to export hours to QuickBooks Desktop. Once configured, the export file is available from the TimeTrakGO Dashboard, in the Employee Hours section. Click Export Options, then choose QuickBooks Desktop. This downloads a file you can upload into QuickBooks.
Related Articles
- For help with payroll IDs and Pass to Payroll, see Understanding Employee Payroll ID and Pass to Payroll.
- If your payroll service isn't listed here, see What if my payroll service is not listed?.