How do I sync employee data with QuickBooks Online?

Once the integration with QuickBooks Online is complete any employees in the QuickBooks company file will be sent to PayClock Online. They will then be ready for you to determine whether to add as new, synch to existing or exclude from the integration. Periodically as you add employees to QuickBooks, you will need to initiate the task to Sync Data with QuickBooks.  PayClock will also remind you to do this task.

1. Select Exports in the navigation list and then choose Manage Exports from the menu.

1. Select your QuickBooks Online export in the list.

1. From the General tab click on the link Sync data with QuickBooks.

1. At the Employees tab under Sync Conflicts you will see a list of your employees that are not currently integrated with QuickBooks Online. To the right of each employee will be a drop down menu with these options.

• Create New Employee - If the employee being synced is not already in PayClock Online this option will create them for you.

• Import as Inactive - The employee will be added to PayClock but will be set as inactive. This is useful for seasonal employees you track in QuickBooks.

• Exclude Employee - The employee will not be synced with PayClock Online and furthermore will be unable to be synced with PayClock Online until they are removed from the Excluded Employees list.

• The other items in the drop down menu will be Employees in PayClock Online that are not currently matched to anyone in QuickBooks. If you have an employee that is both in QuickBooks and PayClock Online but is not mapped yet, you would match up their names accordingly.

1. For each employee there will be a visual indicator next to their name as to whether an option needs to be selected or not. Employees with green checks are mapped already and generally no changes need to be made. Employees with a red x are awaiting input from the user.

1. Once complete press Save.