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®
®
Add existing QuickBooks ® employee names to your new Attendance Rx Software
For
QuickBooks
Integration, each employee name must be a unique combination of
characters. Attendance Rx does not restrict the user by enforcing uniqueness among all employee
names. In order to accommodate QuickBooks’s unique employee name requirement, the
Attendance Rx exports information to QuickBooks using the Export ID assigned to each
employee.
When adding employees to Attendance Rx who already exist in your QuickBooks
software, enter the full employee names, exactly as they appears in the QuickBooks software, to
the Export ID field in the Attendance Rx New Employee form.
When adding Attendance Rx employees who already exist in your QuickBooks software, you
must make sure that the employee names entered in QuickBooks match exactly the entries for
each employee Export ID in the Attendance Rx software.
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Step 1: Select the output format QuickBooks Integration v1.0
Step 2: Click Export
If you have never mapped your pay codes or chosen a QuickBooks® company file (*.QBW), you
will need to do so before you can run the integration.
Data Export Setup Screen
Setup Step 1.
Select Company File
Click Select to select the QuickBooks® company file (*.QBW) you created for your company.
Setup Step 2.
Setup Pay Codes
Map the Attendance Rx Pay Code to the corresponding Wage Pay Item in QuickBooks®.
If this is the first time you are running the integration, please have QuickBooks® running and your
company file opened. You will not be required to have QuickBooks® running in the future.
Step 3: Click OK to run the integration.
If this is the first time you are running the integration, QuickBooks® will prompt you that an
application without a certificate is attempting to access your company file.
Click Yes, Always to allow Attendance Rx to integrate with QuickBooks®
