Overview

• Dash Account 4 captures QuickBooks Online (QBO) labor costs using Single Time Activity, Weekly Timesheet, or Approve Time functionalities in QBO.
• If your company uses the Payroll functionality within QBO, the timesheet payroll will be brought over, not paychecks.

See this manual for more information - DA4 and QBO Manual

There are two ways to set up payroll/timesheet data to sync from QBO into DASH. These will depend on whether you use the payroll functionality in QBO (payroll setup), or if you do not and use a 3rd party for payroll (non-payroll setup). 

Covered in this article:

• Non-payroll setup
• Payroll setup

Non-payroll setup

This setup will apply to your company if you use a 3rd party for your company payroll instead of QBO (or if you are located in Canada and want to bring over Over-time or Double-time data)

You must set up Cost/Rate within DASH on the employee's profile to have accurate payroll/timesheet data shown on jobs in DASH. See this manual for step-by-step instructions - DA4 and QBO Manual

• In DASH:
  • Each employee name within DASH must match the one used in QBO exactly
  • On each employee profile page (Administration > Employee) within DASH, there is a Payroll Details section that must be filled out.
  • If the radio button for Hourly Rates is selected, you will need to update the Regular Time, Overtime, Double Time, and Burden fields.
  • If the radio button for Weekly Salary is selected, you will need to enter the Weekly Salary amount (when time is received from QBO the weekly salary amount will be divided by 40 hours to determine the hourly rate).
  • See this page for more information on how to use Burden calculations with Dash Account 4 - Burden for DASH Account 4 (QBO)
    
    
• IN QBO:
  • The Service Item that is used when creating Single Time Activity or Weekly Timesheet in QBO will determine the rate type that was set up in DASH (in the previous steps).
  • Abbreviations must be added to the name of the Service Item in order for NGS to calculate the correct rates. 
    • (OT) - this abbreviation must be added for DA4 to treat the item as an overtime item
    • (DT) - this abbreviation must be added for DA4 to treat the item as a doubletime item
    • If the Service Item does not contain these acronyms in the name then it will be treated as Regular Time when calculated from the data entered in DASH.

Payroll setup

This setup will apply to your company if you use the payroll function within QuickBooks online.

You will have to do very little within DASH for your payroll/timesheets data to come over into your jobs in DASH. You will only need to set up Burden if you want - everything else will come over and there is no need to set up a rate in the employee's profile.

• See this page for step-by-step instructions on how to set up Burden for your DASH / QBO integration - Burden for DASH Account 4 (QBO)
• The cost rate info within the My Payroll page in QBO will transfer to DASH - the employee names must match though.
• To identify the appropriate rates a 'Pay Item' must be selected on each timesheet in QBO in order to sync to DASH. DASH accepts Overtime Pay and Double Overtime Pay rates that are set in QBO under 'Employees.'
• DASH also accepts any hourly rates added within this Employee section in QBO under "Add an hourly rate"
• If you enter a custom rate and call it "Overtime Pay" or "Double Overtime Pay", NGS will use the custom rate created instead of the system one. See the image below as an example:
  
• Note for Canadian QBO users: Canadians will only sync regular time through DA4 and will not sync Overtime or Double-time from QBO. This is due to the Canadian QBO API limitations.
  • If you want to use Overtime or Double-time, you must set up service items on the employee profile in DASH (see the non-payroll method above).

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