Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Sync employees, users will need Manage permissions for Settings
Purpose of Syncing Employees
The primary purpose of syncing employees from SiteMax to QuickBooks Online is to maintain consistency in tracking time entries. This synchronization facilitates the smooth transfer of information between the two platforms, eliminating errors and providing an efficient way to manage and monitor employee work hours. Ultimately, this process contributes to accurate payroll allocation in QuickBooks Online.
How to Sync Employees?
Within the "Integrations" tab, select the "QuickBooks" tab.
In the Employees section, find and click the "Sync Employees" button.
3. A "Sync" page will appear, displaying a table with "SiteMax" and "QB" columns.
4. To sync, use the "Actions" menu, if it is the initial time you sync employees, you have to click on "Force Sync". If new users are added click "Sync."
If names are available in both SiteMax and QuickBooks, they will match. If a name is not present or an exact match in either SiteMax or QuickBooks, it will display as "Not Synched." Edit the name of the user in SiteMax and click "Sync" to remap.
Note: SiteMax does not create users in Quickbooks.
How to Transfer Time Entries to QuickBooks Online
From Time Center:
Navigate to Time Center from your company dashboard.
Select the checkbox next to the user's name for the time entry you want to push to QuickBooks.
Time entries must be approved. Click "Actions" and choose "Approve."QB
4. Once approved, select the user's time entry again and click "Actions," then choose "Push to QB."
5. Once time entries have been pushed to QB the status will change from "Approved" to "Processed".
From Timecards:
Select a project from your company dashboard and go to Timecards.
Choose the user's time entry you want to push to QuickBooks by selecting the checkbox next to their name.
Follow the approval process by clicking "Actions" and selecting "Approve."
4. After approval, select the user's time entry again and click "Actions," then choose "Push to QB."
5. Once time entries have been pushed to QB the status will change from "Approved" to "Processed".