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Post Info TOPIC: Drupal Quickbooks Integration


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RE: Drupal Quickbooks Integration
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Steps are given below-
Step 1: Launch your QuickBooks Time account
Note: QuickBooks Online Payroll Premium and Elite includes QuickBooks Time.

If you don’t have QuickBooks Time yet:

In QuickBooks Online, go to Apps.
Search for “QuickBooks Time” and select Launch.
Choose if you’d like QuickBooks Time Premium or Elite, then add it to your subscription now, or start a 30-day free trial.
Then, you can begin the setup:

Go to the Time tab, and then Launch QuickBooks Time.
Information from QuickBooks Online will automatically transfer to your QuickBooks Time account. There are only a few pieces of information you need to set up manually.

Not seeing this option? You can either upgrade your Payroll account or give our support team a call to help integrate your existing QuickBooks Time account.

Step 2: Set up pay period and overtime settings
In the following steps, make sure the information you enter in QuickBooks Time matches what is in QuickBooks Online.

Set up pay periods
In QuickBooks Time, go to Company settings.
Select Payroll & Overtime, then Pay Period.
Select your pay period schedule and Save.
Set up overtime tracking
In QuickBooks Time, go to Company settings.
Select Payroll & Overtime, then Overtime.
Make your selections and Save.
If you need more detailed overtime policies, select Use Pay Rate Engine to configure more advanced overtime settings.
Step 3: Review payroll item and time mapping
Note: this option is only available if you have an active payroll subscription.

Your payroll items from QuickBooks automatically map to the matching time type in QuickBooks Time. For example: an “overtime” payroll item will map to the “overtime” time type. Double-check the automatic mapping and make adjustments as needed, so time will transfer to payroll linked to the correct pay rates.

In QuickBooks Time, select the QuickBooks Payroll menu, then Preferences.
Under Other Options, select Payroll Item Mapping Tool.
On the Map Employees tab, choose an employee's name.
In each hour type column, select one payroll item. Selections are saved automatically.
Note : More detailed mapping options can be done by mapping payroll items to service items or class types.

Step 4: Adding your team and time tracking options
Note: additions and changes in QuickBooks Online will automatically import into QuickBooks Time every 1 minute. The sync log will display (Auto) next to the automatic imports. A manual import can still be performed, if needed: in QuickBooks Time, select the QuickBooks dropdown, then Import.

Add new people to track time
When you add new employees or contractors to QuickBooks Online, they’re automatically added to QuickBooks Time. You can find them in My Team in QuickBooks Time.

Add other tracking options into QuickBooks Time
You can add additional options for your team members to track time against like Service Items, Billable Items, or Classes.

In QuickBooks Time, select the QuickBooks menu, then Preferences.
Make your selections:
Customers & sub-customers: a customer selection is required on timesheets. You can assign these customers later.
Service Items: a service item selection is required on timesheets.
Billable yes/no choice: mark timesheets as billable or not billable. Billable timesheets can be used when invoicing in QuickBooks.
Require billable yes/no choice: the billable choice is required before clock-out.
Class: a class selection is required on timesheets.
Selections are saved automatically. Depending on which options you select, those items will import automatically from QuickBooks Online to QuickBooks Time.
For more information, see about QuickBooks integration preferences.

Step 5: Track time in QuickBooks Time
There are many ways for you and your team members to track and manage their time with QuickBooks Time. Find out more about tracking and managing time in QuickBooks Time to see what works best for your company.


Regards,
Rachel Gomez



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rachel


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For your QuickBooks Online account, a Drupal QuickBooks Integration plugin is available. Ubercart and Commerce are both compatible. A stable version of Drupal 8 is nearing release as a release candidate!

The following are the main characteristics:

 

  • Ubercart and Commerce modules are compatible.

  • Following a successful checkout, sending customers, order, tax, and payment transactions.

  • You may now refund within Commerce, voiding the invoice and payment within QuickBooks, if you're utilising the Commerce Stripe module.

  • Adapting JI QuickBooks to either the Ubercart or Commerce interface to make installation very simple and painless using what we already have

  • There is a reports tab that shows which orders failed to sync but will be attempted again during the next configured cron run.

  • QuickBooks now communicates with OpenID. This simplifies the process of linking your Drupal instance to QuickBooks Online.

  • Making use of the most up-to-date QuickBooks API (version: 3 2.6.0)

  • Make sure you have the most recent version.



-- Edited by flygc on Monday 27th of September 2021 12:20:27 PM

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