Adding Customers and Service Items to Leave Items for QuickBooks Export

For clients who want to associate Customer/Jobs and Service Items from QB to Hour Timesheet Leave Payroll Items. Follow the instructions below while logged in to your Hour Timesheet account as an administrator.

Step 1. Navigate to the Settings/Timesheet page and place a checkmark in the Timesheet Business Rules labeled “Track and export leave hours against charge codes” checkbox.

Figure 1 Assign Business Rule Setting

Step 2. Navigate to the Accounting/Leave and assign the required leave to the employees.

Figure 2 Assign Leave to Employee

Step 3.  Navigate to the Accounting/Codes page and assign the charge code to the employee that includes the full mapping of the Customer/Job <-> Service Item <-> Leave Pay Type.

Figure 3 Assign Leave Charge Codes to Employee