Acroprint QuickBooks Integration Instructions
Acroprint Time Recorder Company®
QuickBooks® Integration Instructions
for timeQplus Software
Publication: TQP-001
Date of Publication: May 18, 2011
Revision: A
Introduction
QuickBooks Integration from timeQplus Software allows you to save valuable time by
limiting the amount of manual entry that occurs during payroll processing. With QuickBooks
Integration, you will be able to import your employee information from QuickBooks, export
the employee time data into QuickBooks, and add employees to QuickBooks from timeQplus
Software.
timeQplus QuickBooks Integration is compatible with QuickBooks Pro and Premier
2002 – 2011. QuickBooks Basic does not currently support payroll integration. The Company
File can reside either on the local machine or a shared location on the same network with a
mapped drive (timeQplus software must be able to browse the QB Company File from My
Computer). Both applications must be able to run from the same computer, as client, server
or standalone installation.
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Table of Contents
Introduction..................................................................................................................................... 2
Table of Contents........................................................................................................................... 3
Importing Employees with the timeQplus Setup Wizard............................................... 4
Importing Employees through timeQplus System Utilities.......................................... 8
Setting up QB for Employees to use time data................................................................... 13
Exporting from timeQplus into QuickBooks........................................................................ 17
Appendix........................................................................................................................................... 22
Conrming your QuickBooks Company File Location.......................................... 22
Obtaining the QuickBooks Payroll Item Codes....................................................... 25
Allowing timeQplus to always access QuickBooks................................................ 27
Troubleshooting............................................................................................................................. 29
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Importing from QuickBooks into timeQplus
There are two methods for importing your data from QuickBooks into timeQplus. If you are
just setting up the system, it is best to follow the rst method of importing during the setup
wizard. If you have been using the system and would like to interface with QuickBooks,
follow the second method for importing. This step IS NOT a requirement for exporting
successfully to QuickBooks.
While QuickBooks accepts employees’ middle names spelled out, or as an initial with or
without punctuation, timeQplus software accepts employees’ names as the following:
First Name, Middle Initial (with no punctuation) and Last Name. To ensure a successful
import please review the middle name to conrm that it is an initial without punctuation.
Importing Employees with the timeQplus Setup Wizard
After completing the timeQplus Setup Wizard, you will be asked how you would like to enter
your employees. Select the second option for “Import Employees from Intuit QuickBooks” as
shown in Figure 1-1. You must be logged into QuickBooks as a single user with administrator
privileges. The company le should be open with all work windows closed. Click Next and
then
Finish on the next screen.
Figure 1-1
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Select your Company File as shown in Figure 1-2; refer to the Appendix if you have diculty
locating this le.
Figure 1-2
Highlight the Company File; in this case it is Acroprint Time Recorder Company. Click
“Open” to begin the import. QuickBooks will prompt you with a security warning as shown
in Figure 1-3. If you select
le is open, then QuickBooks will always have to be open in order to successfully export.
Selecting Yes, always; allow access even if QuickBooks is not running will allow you to export
to QuickBooks without QuickBooks being open.
Yes, prompt each time or Yes, whenever this QuickBooks company
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Figure 1-3
Selecting Yes, always; allow access even if QuickBooks is not running will display the
message shown in Figure 1-4.
Figure 1-4
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Select Yes in Figure 1-4. Figure 1-5 will appear, select Done then Figure 1-6 will display,
click OK. Your importing setup is complete.
Figure 1-5
Figure 1-6
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Importing Employees through timeQplus System Utilities
Right Click on the System Tray Icon for timeQplus (as shown in Figure 2-1) and select
System Utilities (as shown in Figure 2-2).
Figure 2-1
Figure 2-2
Enter your Login and Password (as shown in Figure 2-3).
Figure 2-3
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In the System Utilities window (Figure 2-4) click the Import QuickBooks button.
Figure 2-4
Select your Company File as shown in Figure 2-5; refer to the Appendix if you have
diculty locating this le.
Figure 2-5
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