Downloading a Timesheet to QuickBooks
QuickBooks is an application that helps people -- especially those who own businesses -- manage their financial details efficiently. Those who decide to adopt QuickBooks might already4 have most of their financial data in an Excel time sheet. Instead of undertaking the time-consuming task of moving data from the time sheet to QuickBooks, however, users can automatically transfer this data.
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Instructions
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Instruct employees to fill out their time sheets in Excel; this can speed up the process of recording time. Excel can be a cheap and lightweight, yet inflexible way to handle time sheets.
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Download for the XL time sheet for QuickBooks. Click the link to initiate a download dialog box that will ask you to save the file. Choose a location for the file and wait for the downloading process to finish. Click the “Run” button.
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Merge multiple time sheets into one Intuit Interchange Format (IIF) file to import into QuickBooks.
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Check the file headers in the IIF file to make sure that it imports correctly. The file headers are rows that start with exclamation points; the first column has a keyword. For example, the QuickBooks timer has a !TIMEACT keyword and a !TIMERHDR keyword to indicate the timer data.
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Open QuickBooks. Go to “File,” click “Utilities,” click “Import” and then click “IIF Files.”
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Select the IIF file that you wish to import. Click “Open.” Click “OK.” If the IIF is in the proper format, the file should open in QuickBooks.
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Tips & Warnings
Create large numbers of customizable time sheets. Email these timesheets to employees and have them enter the relevant data. Use XL Timesheet to import time records; Excel will automatically calculate the time worked.
Practice on one of the sample files before you attempt to import IIF with more important files.
Verify the QuickBooks data and the “Report” tool found under the menu bar in “Reports” under “Time.” Select “Jobs & Mileage” and choose “Name.” Then review every entry on the time sheet.
Always back up company data before attempting to import an IIF so you can restore the data if the import fails.
