How to Integrate Connecteam with QuickBooks?

Employee management applications are essential platforms for streamlining payroll processing and enhancing overall operational efficiency. These platforms assist businesses in managing various aspects of their workforce efficiently and typically include features for scheduling, time tracking, payroll management, and communication among others. Connecteam is a comprehensive employee management software that simplifies these processes, enabling organizations to manage their teams effectively, track hours, and handle payroll seamlessly.

Connecteam is a cloud-based workforce management platform with over 1 million users by 2021. The application is renowned for its adaptability and ability to scale with business growth. Connecteam is especially useful for organizations that have non-desk employees, such as those working in the retail or healthcare industry. Some of its key benefits and features include

• Employee Scheduling: Simplified shift creation and management with tools for auto-scheduling and shift collaboration.
• Time Tracking: Track billable employee hours using GPS location tracking, geofencing, and automated timesheets.
• Internal Communications: Facilitate inter-team communication through live chats, posts, updates, etc.
• Employee Engagement: Connecteam also provides tools for onboarding and training new employees as well as recognizing notable employee achievements.

Connecteam also supports integration with several third-party applications including the widely used accounting software, QuickBooks. The rest of this blog post will guide you through the steps to integrate Connecteam with QuickBooks and the perks associated with it.

What Are the Benefits of Integrating Connecteam with QuickBooks

The following points list the benefits of integrating Connecteam with QuickBooks.

• Simplified payroll processing that accurately transfers timesheet data from Connecteam to QuickBooks.
• Businesses can reduce the errors associated with manual data entries and save time by relying on the connection between the two applications.
• Ensure that your organization is complying with labor laws and regulations by accurately tracking and recording employee hours.
• Gain insights into labor costs and employee productivity by compiling the data from Connecteam with QuickBooks to generate detailed reports.
• The connection also ensures that the names used for payroll items in Connecteam match those in QuickBooks to avoid discrepancies.

How to Integrate Connecteam with QuickBooks?

This section outlines the steps to export timesheet data from Connecteam and upload it to QuickBooks Desktop. The following steps are specifically regarding QuickBooks Desktop and not for the QuickBooks Online version of the accounting platform.

• Click on Export and then click on Discover Integrations.
• Open the time clock integration settings tab and click on Set Up QuickBooks Desktop.
• Rename the report as needed.
• Set Up the Job:
  • Select the fields in QuickBooks Desktop (QBD) that relate to your Job and Sub-job in Connecteam.
  • If Sub-jobs are not configured, match only the Job in Connecteam.
  • Optionally, choose not to include Job and/or Sub-job in the export.
• Make sure the names for Regular Rate and Overtime rates (multipliers of 1.5X and 2X) match exactly with the names in your QBD account.
• Select the desired paid time off (PTO) policies to be marked as sick leave. Ensure names match with the QBD account.
• Assign existing Time Off Policies not marked as sick leave as PTO hours. Confirm that names match with the QBD account. Indicate if the time is billable to a customer or project. Leave it unchecked if not applicable.
• Make Sure to Save Changes.

Now that we have exported the required timesheets, it is time to import them to our accounting platform.

• Go to the time clock, select the timesheets tab, and click on export.
• Click on export to QuickBooks Desktop.
• The Intuit Interchange Format (IIF) file will download, which can then be uploaded to QuickBooks Desktop.

It is imperative to note that this process is not a one-time setup. We are using the term integration for connecting Connecteam with QuickBooks Desktop rather loosely. After doing this entire setup once, users will have to export their timesheets and then import them to QuickBooks to periodically update the information to QBD. Regular updates help minimize discrepancies and guarantee that the financial records are up to date.

Leverage Apps4Rent to Simplify your QuickBooks Integrations

Integrating software applications can be a complex endeavor, often filled with challenges. Even a minor misconfiguration can compromise the connection, resulting in inaccurate records and potential disruptions to services. By partnering with a trusted cloud provider like Apps4Rent, you can safeguard against these issues, ensuring a smooth and precise integration between Connecteam and QuickBooks.

As an Intuit Authorized Hosting Provider, Apps4Rent offers a range of customizable QuickBooks Desktop hosting solutions tailored to your unique requirements. Reach out to us today via chat, call, or mail to explore how we can elevate your Connecteam and QuickBooks integration process.