Exporting Time From Workyard
Overview
Exporting time from Workyard into QuickBooks Desktop is a simple process that helps you ensure that your payroll information is properly reflected in your payroll and accounting platform. Workyard exports your employees payroll hours, projects, and cost codes.
Instructions
To export time data from Workyard, follow these simple steps:
Login to your Workyard account using a desktop computer.
Go to the Timecards page and locate the Export button.
Fill in the required fields for a successful export:
a. Date Range: Choose between the Pay Period or Custom Range option.
Pay Period: Export all hours recorded within a specific pay period.
Custom Range: Export hours for a single day or a range of days by specifying your desired period.
b. Team Members: Use the dropdown menu to select either a single employee or multiple employees.
All Team Members: Check this box if you want to export hours for all employees.
c. Export To: Select QuickBooks Desktop
Start Export: Once all the required fields are filled, click 'Start Export'
Map Payroll Items: Map the corresponding Payroll Item for each employee for Regular, Overtime, and Double time. All field's needs to be mapped. Once mapped, it will save for future payroll exports.
Note: If your company does not pay double time, the field still needs to be mapped.
Map Employees: If you have not imported any employees who are submitting time, you can map them as part of the export process. This step is important to ensure that the time data is associated with the correct employees in QuickBooks Desktop.
Map Projects and Cost Codes: If your company is utilizing Projects and Cost Codes, you will be prompted to map any Project and Cost Codes that have yet been mapped to QuickBooks.
Note: If you do not want to map the Workyard Project or Cost Code to QuickBooks, then you can leave the field blank. The hours for the employee will still export but it will not include the Project or Cost Code in your QuickBooks.
Confirm Export: Once all the necessary steps have been completed. Workyard will start exporting your timecard data to QuickBooks Desktop. Once the export is complete, you should arrive at the success page to indicate that the time has been exported to QuickBooks Desktop.
Our customer support team is always here to help if you have questions or would like some help. Contact us at help@workyard.com or message us via the Help icon.