QB Online – Transfer Time Cards

If you have not setup your payroll provider, follow these steps.

** Before your first export, follow these steps [previous article you created] to allow imports.

---

From TimeWellScheduled

1. Go to TIME CARD & PAYROLL
2. Go to REVIEW, UPDATE AND APPROVE TIME CARDS – make sure all time cards for the period you want to export are approved.
3. Go to TIME CARD & PAYROLL
4. Go to HOUR & SHIFT PREPARATION REPORT
5. Enter the required date range for the pay period (easiest to click the date field, pick last 2 weeks for example)
6. Make sure the filters are correct (default is all departments, hourly, active employees)
7. Review the hours
   1. If wrong, go back to time cards and edit
   2. If correct, continue
8. Click the EXPORT TO QB Online
9. Right click the filename, click SAVE FILE AS and save to your preferred folder.

---

Into QB Online

Once Manual Time Import is enabled, you can import your CSV timesheet file.

Step 1 – Log In

1. Log in to your QuickBooks Online account.
2. Click TIME in the left menu.

 

Step 2 – Open Classic QuickBooks Time

1. In the Time module, click on Classic QuickBooks Time.
2. Or go directly to:
   https://tsheets.intuit.com/

 

Step 3 – Import the CSV File

1. In Classic QuickBooks Time, go to FEATURE ADD-ONS.
2. Select Manual Time Import.

   

3. Choose your prepared CSV file.
4. Click IMPORT.

   

5. Review the results and correct any rows flagged with errors.