What
Is QB for Mac compatible with time integration?
No
Where do you go in QBDT to active QB time?
Employees>enter time>Activate QB Time, click on try it for free
Where do you go in Time to set up data preferences?
QB drop down>Preferences, select preferences
How do you transfer the primary admin in Time?
Have your customer login as the Primary Admin. Select My Team and search for the Admin that needs to be the new Primary Admin. Select the triple dots and select Make Primary Admin.
Where are the webmaster tools located?
within the staff account under tools.
In QBDT, when setting up time, do you have to be logged in as the Admin user?
Yes
What is the web connector?
a Microsoft Windows application that enables web services (web-based applications) to exchange data with QuickBooks Desktop products
What do you have to do before you can export timesheets?
Make sure employees have time entered and timesheets are approved.
What if they can not log in as the Primary admin, how else can it be changed?
If the Primary Admin or contact is unable to transfer the role to the new individual, send a request to the account protection team.
What info can you see in the Client Editor tool?
Company details, main admin contact info, account subscription (billing plan, apply discounts, trial start and end date & bill day)
Where in QBDT preferences do you check off to ‘use time data to create paychecks’ for each active employee?
Edit>Preferences>Payroll and employees>company preferences>Employee defaults
Before you start the web connector integration, what do you need to do?
Be signed in as Admin, in single user mode. Make sure Full Payroll is selected in preferences. Make sure week start date matches in QBDT and Time. Make sure that Use time data to create paychecks is checked in the Company-wide preferences AND for each active employee. Make sure all employees are set up with at least one payroll item, since time can't transfer if at least one payroll item isn't mapped. Be on the computer you'll use to sync QuickBooks Time and QuickBooks Desktop, since the sync can only be performed in one location. Make sure that all users who need to have time exported to QuickBooks are added in QuickBooks as either an employee or a vendor (including admins, if necessary).
Where do you enter new employees or vendors?
In the QBDT file, sync will bring info into Time
A customer calls in with questions about being compliant with a government agency's requirements. What do you do?
NEVER GIVE LEGAL ADVICE TO OUR CUSTOMERS. Always encourage customers to reach out to their Labor Department to ensure they are complying with all laws.
What can you do in the client settings tool?
Enable different beta tests or settings to client's accounts.
Where in QBDT preferences do you check off that you track time?
Edit>Preferences>Time & Expenses>Company preferences>Time Tracking
How do you install the QB Time integration add on for qbdt in Time?
Feature add-ons>manage add-ons. In the list find QBDT Integration and install. Select options in step 1. In step 2: set up web connector window, select Advanced/Manual Setup, select the blue web_connector link and open downloaded file, click ok on security window, in next security window, select Yes, when file is open then continue, then Done. In the QB Time set up web connector window, get the 4 digit password and enter in web connector window, save password, then select update selected. Then sync will happen.
How do you map payroll items from QBDT to Time?
In Time preferences, select ‘payroll item mapping tool’, then for each employee, make sure the correct payroll items are applied to each type of time.
What is a great way to approach ts’ing a time call?
Use IDEA, Identify issue, Develop a plan to fix it, Execute the fix, Assess that issue is resolved.
What can you do in restore job codes tool?
Bring back deleted customers or jobs on a QuickBooks Time account.
When in the employee profile, what do you need to make sure the employee has in their profile?
They have to set up with at least one payroll item. It also has to be marked that the employee uses time tracking at the bottom of the payroll page.
If you set up jobs and customers in Time before the integration, what happens after you run a sync?
Sync will remove what was set up in Time after entering ‘delete’ from warning window
If a customer can’t open time what is the first ts’ing step?
Clear cache and cookies
Where does QB Time send time to in QBDT?
Weekly time sheets
What does unlock time tool do?
Unlock time that has been exported over to one of the compatible payroll integrations. The ability to make changes to the time, if needed.