Timesheets and Payroll When You Use QuickBooks Integration
Enter timesheets in Vantagepoint. The hours from the timesheets are used to process payroll checks in QuickBooks Online.
Entering timesheets in Vantagepoint allows you to apply labor costs to projects based on timesheets hours and generate reports that show labor costs for projects. Employees who do not work on projects can enter timesheets in either Vantagepoint or QuickBooks Online. Any timesheets entered in QuickBooks Online are not added to Vantagepoint.
Before Employees Can Enter Timesheets in Vantagepoint
Complete the following:
- A system administrator must set up users in Vantagepoint and associate each employee with a user record. You set up users and associate employees with them in Vantagepoint in Setting Up Users. . For more information, see
- Enter job cost rates for employees in Vantagepoint in the Cost Rate field on the Accounting tab in the Employees hub. These rates are required if you want projects in Vantagepoint to be updated with labor costs based on timesheet hours.
- Set up projects in the Vantagepoint Projects hub in Projects Hub. . For more information, see
Enter Timesheets and Run Payroll
The following table identifies where you enters timesheets and process payroll.
Warning: When you begin using QuickBooks integration with Vantagepoint and you start entering timesheet hours in Vantagepoint, do not manually enter the same hours in QuickBooks Online. The hours entered in Vantagepoint are automatically added to QuickBooks Online the next time the automatic or manual updating occurs between QuickBooks Online and Vantagepoint.
Action | Where You Perform the Action |
---|---|
Enter timesheets in Vantagepoint. |
Enter timesheets in either of the following locations in
Vantagepoint:
For more information on how to enter timesheets, see: |
Approve timesheets in Vantagepoint if you set up an approval process for timesheets. |
Approve timesheets in Vantagepoint in . They must be approved before you can post them.For more information on how to approve timesheets, see Approval Center. You set up an approval workflow for timesheets and assign approvers in in the desktop application. Then you turn on the approval workflow in .For more information, see Checklist: Configure and Enable Approvals for Timesheets. |
Post timesheets in Vantagepoint. |
Post timesheets that are entered in either My Stuff or Transaction Center in Vantagepoint in .The next time that updating occurs between Vantagepoint and QuickBooks Online, posted timesheet hours are sent to QuickBooks Online for processing payroll. For more information on posting timesheets, see: |
Run payroll and generate payroll checks in QuickBooks Online. |
In QuickBooks Online, run payroll in .The hours entered on timesheets in Vantagepoint are used when you run payroll. In QuickBooks Online, you can view the Time Activities by Employee Detail report in to verify that the hours came over correctly from Vantagepoint. |