When approving your payroll entries you may see an error that says “Error syncing, try again“. Make sure to review your payroll entries if you decide to add the connection again.Ĭlick on the DISCONNECT FROM QUICKBOOKS button. Please note if you decide to remove the QuickBooks connection and choose to add it back there is a risk of double entering your payroll entries in to QuickBooks. If you disconnect Swept from QuickBooks the QuickBooks notes in the payroll report will be removed and all QuickBooks entries will remain in QuickBooks. If you no longer use QuickBooks you are able to remove the connection. Scroll to the top and click on APPROVAL to choose Un-approve selected. Check the checkbox to the left of payroll entry. Scroll down to the payroll entry you would like to update.
#Quickbooks tutorial online update#
Use the filters at the top to search the payroll you would like to update then click the blue Apply Filters button. Any changes made in QuickBooks will not reflect in Swept. When you do this your Swept payroll entry will be unapproved and the QuickBooks entry removed. If you made a mistake when approving time entries you are able to remove the sync to make changes. If you see “Error syncing, try again” you can approve it again to see if it will go through or if it is due to an issue below. Once your information is synced, review QuickBooks and Swept to make sure you do not need to make any further changes. Check out the Error section of this page by clicking here.
For further information on Travel Time check out our article: Desktop - Travel TimeĮrror syncing, try again - This means that the shift total/travel time has not been synced to QuickBooks.
Shift Total and Travel Time will have separate entries within QuickBooks. Synced to QuickBooks - This means that the shift total/travel time has been synced to QuickBooks. Once you approve payroll you will see a QuickBooks message appear beside the Shift Total and Travel Time entries: Scroll down and to the left of each payroll entry is a check box.Ĭheck this box then scroll to the top and click on APPROVAL to choose Approve selected.Ĭheck the box beside APPROVAL then click on APPROVAL to choose Approve selected. You can do this one at a time or up to 25 payroll entries on a page by following the instructions below: In order for QuickBooks to sync you will need to approve your payroll entries. If you need to update any sign in/out times please refer to the Time Entry Report. Review your payroll entries to confirm they are correct and do not need any changes. By default up to 25 payroll entries will appear below the filters. Use the filters at the top to search the payroll you would like to approve then click the blue Apply Filters button.
Select Payroll Reports from the Report list. Once you connect your QuickBooks account you will be taken back to your Swept account.īefore you do your first sync with your QuickBooks account make sure none of the payroll entries you are about to approve are already entered in to QuickBooks. You will be asked by QuickBooks to connect by clicking on the Connect button or click No, thanks to cancel. If you are not signed in to your QuickBooks Online account it will prompt you to sign in. Scroll down to Payroll and click the QUICKBOOKS SYNC button.Ĭlick on the CONNECT TO QUICKBOOKS button. Go to your initials in the top right hand corner and select Settings. Sign in to your QuickBooks Online account. It is best to do your first sync for a new pay period.ĭiscuss with co-workers who also review payroll that you are setting up your account for syncing with QuickBooks so they are aware when entries are approved they automatically sync with QuickBooks. You will want to start syncing after the last entries you added. Review when you last added your employees hours. Make sure these match what is in QuickBooks. If you have users with the same first name and last name then make sure they have differentiating email addresses in Swept. Review the employees you have entered in your QuickBooks Online account.Īre all of your employees entered in QuickBooks with the EXACT same first name and last name with what is entered in Swept? If the user’s first name and last name do not match you will receive a QuickBooks sync error. Review QuickBooks Online and Swept Before Set Up Admin managers, managers and supervisors can approve payroll and have it sync to QuickBooks once the account is synced. Only admin managers are able to sync their Swept account with their QuickBooks Online account. Who Can Set Up the Swept QuickBooks Sync? You can now sync your time entries automatically to QuickBooks - saving you time and reducing errors.
#Quickbooks tutorial online software#
QuickBooks is online accounting software that makes payroll pain-free! Swept being integrated with QuickBooks allows a seamless connection between the two apps.
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