If the employee already exists in ClockShark, go immediately to step 1. If not, first add the employee to ClockShark 👍
Note: This assumes you have already created the employee in QuickBooks. If you haven't go add them as well. Also note that if you have the "Automatic Import" option turned on, they will be automatically created in ClockShark and mapped after you run the QuickBooks Web Connector ✅
- Go to Admin > Integrations > QuickBooks + "Manage" > Configure Mappings
- Click the "Employees" tab in the middle of the screen.
- Find the correct QuickBooks Employee on the left
- Click the Pen and Paper icon to edit the mappings for the QuickBooks employee.
- From the drop down menu, choose the correct ClockShark employee you'd like to map to the QuickBooks employee.
- Click "Update Mappings" to finalize your choice. 😃
This will be the same process for mapping together Customers/Jobs in QuickBooks with Jobs in ClockShark and also with Service Items from QuickBooks to Tasks in ClockShark.
If you have any questions along the way please feel free to contact our Support team and get ready for answers! 🏆