Summary

This document will go through the settings that are required to setup your ServiceBox site so that it can integrate with QuickBooks Payroll.  By configuring these settings you will be able to import in Timesheet data from ServiceBox and add them into the QuickBooks Timesheet, also the time items in the timesheet will also be linked to a corresponding payroll item inside of QuickBooks.  Read ahead to find out more.


Accounting Connector Configuration

If your version of QuickBooks Desktop includes the QuickBooks Payroll add in, when you open up the accounting connector you will now notice some fields that need to be configured inside the timesheet tab.  You can see here we have a way to link up the QuickBooks Desktop Payroll Items to the ServiceBox Timesheet items:


In the section "ServiceBox Timesheet Item" this will include a list of all of the ServiceBox Timesheet items.  This will include:

  1. All of the Additional Timesheet Items that you created inside of ServiceBox.
  2. There will be items for each Overtime type that you have created inside of ServiceBox.  
  3. There is an item for "Regular Hours" that relates to all non overtime hours that are entered into Work Orders.


In the section "QuickBooks Payroll Items" this will include all Payroll Items out of QuickBooks.


To complete the settings in this screen, you will need to link up each "ServiceBox Timesheet Item" to one "QuickBooks Payroll Item"


What happens in QuickBooks?

Once you run the sync inside of the Accounting Connector the timesheet data from submitted timesheets inside of ServiceBox will be imported into the QuickBooks timesheet and the timesheet items will correspond to the specific payroll item that was specified:


This should help with your setup and configuration of this feature, if you have any questions please reach out to the support team by sending a message through the feedback button.