User manual

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TIMETRAX EZ
QUICKBOOKS – 2002
The following are instructions for setting up and using the QUICKBOOKS PRE-2002 LINK
EXPORT contained in the TimeTrax EZ. You will have to go into the REPORTS/EXPORTS tab
to proceed with the export. It may also be necessary for you to setup the CATEGORY CODES
within the SETUP – PAYROLL GROUPS – SETUP PAY CATEGORIES. (These codes will be
provided to you from your payroll service provider). It is also required that individual payroll
records are approved before export on the PAYROLL DETAILS SCREEN.
Choose EXPORT.
Select PAY PERIOD to be included in EXPORT.
Select who is included in the EXPORT. Choose either
EMPLOYEE GROUP or INDIVIDUAL EMPLOYEES.
Choose SETUP or CREATE EXPORT.
Setup is typically a one-time screen for setup –
CREATE EXPORT will create the export with the
setup options you have selected.
REGULAR PAY ITEM: This is what is referred to as
regular time in QuickBooks.
OVERTIME 1.5 PAY ITEM: This is what is referred to
as Overtime Rate in QuickBooks.
OVERTIME 2 PAY ITEM: This is what is referred to
as Overtime Rate (2) in QuickBooks.
NOTE: It is imperative that you match EXACTLY
what is in QuickBooks to these fields they are
case sensitive as well.
Select the drive and location you want the export file
to be saved.
QuickBooks will provide you with the file name for
this export.