QuickBooks Payroll add-on
The QuickBooks Payroll add-on lets you connect your Clockify workspace to sync your time tracking, financial reporting, and payroll processing with Quickbooks Online.
Esta es una función paid add-on that requires a separate subscription from your Clockify plan. The add-on subscription fee is $6.99 per month for the whole workspace.
Antes de empezar #
Para que Clockify y QuickBooks se comuniquen correctamente, los nombres de tus usuarios y clientes deben coincidir exactamente en ambos sistemas.
- Match Employees: La User Name in Clockify (found in Profile settings) must be identical to the Employee Display Name in QuickBooks.
- Match Customers: La Project Name in Clockify must be identical to the Customer Name (or Project Name) in QuickBooks.
Install the add-on #
To install the add-on:
- Ve a la página de CAKE.com Marketplace.
- Selecciona: Quickbooks Payroll from the list of add-ons
- Haz clic en Instalar
- Follow the prompts to complete the installation
Conectar tus cuentas #
To begin connecting your Clockify account with Quickbooks:
- Inicia sesión en tu cuenta Clockify
- Haz clic en el ícono de los tres puntos junto al nombre de tu espacio de trabajo
- Ve a Configuración del espacio de trabajo
- Haz clic en Complementos pestaña
- Click the three dots icon next to QuickBooks Payroll
- Selecciona Configuración
6. Click Connect to Quickbooks
Make sure you have your QuickBooks login details handy to easily authorize the connection.
After successfully completing the integration, you should be able to see your team in your Quickbooks account by going to Team > Employees.
Send time entries to Quickbooks #
To send time entries to Quickbooks from Clockify:
- Ve a Reports > Detailed
- Filter the reports as needed (e.g., by Client, Team member, Project, or date range)
- Haz clic en el Acciones drop down on top of the table
- Selecciona: Send to Quickbooks Nómina
A pop-up window should appear to confirm that entries were sent to QuickBooks.
¿Qué se envía?
Clockify enviará lo siguiente:
- Nombre del usuario
- Fecha
- Proyecto (Cliente)
- Duración
- Descripción
- Estado de facturabilidad
- Tarifa facturable
Una vez enviadas, las entradas se marcan como "Enviadas" en Clockify y no se pueden volver a enviar.
To find sent entries in Quickbooks, go to QuickBooks Reports and open the Time Activities by employee Detailed Report.
The maximum duration for an individual time entry that can be sent from Clockify to QuickBooks is 23 hours and 55 minutes. Time entries that exceed this limit will not sync successfully. Split the tracked time into two or more separate entries within Clockify before exporting the data to QuickBooks.
Uninstall add-on #
To uninstall the QuickBooks add-on:
- Ve a Configuración del espacio de trabajo
- Haz clic en el Complementos pestaña
- Haz clic en three dots icon next to QuickBooks Payroll
- Haz clic en Desinstalar
- Confirma la acción
Frequently Asked Questions (FAQs) #
¿Qué debo hacer si la integración se bloquea o los datos fallan repetidamente al procesarse?
Si la asignación de datos es correcta pero la sincronización no se realiza correctamente, reiniciar el protocolo de enlace de la API suele solucionar el error:
- Go to Clockify Workspace settings > Add-ons pestaña
- Select the dropdown arrow next to QuickBooks and click Desconectar
- Confirma la acción
- Haz clic en Conectar a QuickBooks again and follow the prompts to complete a fresh reauthorization