First things first, if you want to use payroll items you first have to be integrated with QuickBooks. If you still need to get this done check out our article for the QuickBooks Desktop Integration.🏆
After that is done, you have to be sure that you have manual payroll enabled in QuickBooks in order to have access to payroll items. Once that is all done, we are ready to start cooking with fire! 🔥
When you first set up payroll (manual or otherwise) in QuickBooks, you will get to pick what kind payroll items you want to use. The most common to be used are the compensation type, which includes hourly wages, salaries and bonuses. If you haven't added payroll items yet, you can start or add more by going to [List] > [Payroll Item List] > [Payroll Item] > [New] 💸
After setting up payroll items, you can assign them to employees in QuickBooks by editing an employee and going to the "Payroll Info Tab". Here you can add payroll items and their pay rates for the specific employee. This may be a salary, bonus, or an hourly wage. So each employee might be hourly but also make a different hourly wage from each other 💰
You can also set up custom payroll items. This is especially helpful if an employee makes more money depending on what they are doing. For example, an employee might have a base pay of $40 an hour, but if they drive a truck they might get paid $50 an hour. 🚚 So you could create an custom payroll item to so that when it is selected, they will get $50 an hour for time track to that payroll item.
So where does ClockShark fit in? With ClockShark you can assign our tasks to a certain payroll item. So that way, when an employee tracks time, you can send those hours over to QuickBooks which will calcuate the correct amount of money based on what task the employee was doing. Awesome right? 😀
You can set the defaults at [Admin] > [Integrations] > [Manage]. Now every task in ClockShark will use these payroll items automatically and by default.
But remember the truck example? You can overrule these settings to force a specific task to use a specific payroll item. Head to [Admin] > [Integrations] > [Manage] > [Configure Mappings]. Here you can click the "Service Items" tab in order to map your ClockShark tasks to QuickBooks service items and also set which payroll items you want to use for these tasks. If it is blank, they will use the default setting you configured above. But notice that you can choose special payrolls item to overrule the default. So whenever anyone works my task of "Specialized Task", they will get paid the Specialized Payroll Item instead of the default! 🎉 😄
And there you have it! Now you can easily set your tasks to match your payroll in QuickBooks. It is just one more thing off of your plate! 🍽️
If you have any questions along the way please feel free to contact our Support team and get ready for answers! 🥇