QuickBooks Online Payroll Integration

If you are using 7punches for time-clocking, or have a POS integration that includes labor, you can send your regular hours, OT hours, and double OT hours directly to QuickBooks Online.

Enabling the QuickBooks Payroll Integration

To enable the integration, you'll need to do the following:

1. In the left navigation bar, head to Apps & Integrations:

2. Search and select 'QuickBooks', and click 'Next.'

3. Click on 'Connect to QuickBooks.'

4. You will be taken to QuickBooks to log in and authorize the connection to 7shifts.

5. Click 'Connect' and you will be redirected back to 7shifts.



6. In 7shifts, click on the QuickBooks integration and click on 'Settings.'

If you have multiple Locations in 7shifts, and they don't all use QuickBooks you can simply select the ones you want to connect.

7. Your QuickBooks account is now successfully connected, but before you can start running payroll you'll need to Map your Employees.

Under the 'Payroll Mapping' tab, click 'Map Employees' to get started.

Mapping Employees

Each time you add a new employee to 7shifts or payroll provider, you'll want to ensure that they are properly mapped. This step is required and ensures employees are matched between 7shifts and Quickbooks for payroll processing.

1. Log in to the web app as an Admin or Manager/Assistant Manager with permissions.
2. In the left navigation bar, head to Apps & Integrations > Mapping > Employees. Here, you'll see the users that you have set up within 7shifts vs. the users that exist within Quickbooks. 
3. Use the dropdown filter to view the mapping status of your employees:
   • Matched: 7shifts will automatically match any Employees that already exist between 7shifts and Quickbooks, if they are both spelled the same way with identical capitalization and spacing.
   • Unmatched: Any Employees that cannot be automatically matched.
4. For unmatched Employees, you can either match up manually or ignore. 
   • Match: Simply find the corresponding employee on the list.
   • Ignore: You'll want to ignore if the employee if you do not need to transfer data into your payroll system.

Preparing your Payroll data

Before you can send your payroll data to QuickBooks, you'll need to ensure that you've properly approved all punches and closed your timesheet.

1. In the left navigation bar, select the 'Time Clocking' tab, and the appropriate Pay Period.

2. From there, review and 'Approve' or 'Edit' punches, or choose to 'Approve All.'

3. For multi-Location users, you can also choose to sort by Location and approve punches by Location.

4. Once you've approved all punches, you can close the Timesheet.

To close the Timesheet, select 'Close Timesheet' in the top right corner.

5. Once the Timesheet is closed you can send it to QuickBooks by clicking 'Export' and 'QuickBooks.':



 

Including Paid Time Off (PTO):

To include Employees' Paid Time Off, Paid Sick Time Off, and Unpaid Time Off hours within the report, you will need to enable these features under your Company Settings.