If you use QuickBooks Online to process payroll, you may need payroll items to be associated with each time entry. Currently, this feature must be enabled for individual firms.
Firms on BigTime Advanced or Premier that are integrated with QBO can utilize payroll items. If you’re interested in enabling this feature, please reach out to support@bigtime.net.
How to Use Payroll Items in BigTime
Once activated, follow these steps to incorporate payroll items into your workflow:
Add Pay Item Selection to Timesheets
Users can manually select payroll items when entering time.
- Go to Time / Expense > Timesheets in BigTime.
- Click on the Timesheet Format Settings (gear icon in the top-right corner).
- Add the Pay Item, either as a Column or Detail Field, to allow users to select a payroll item when logging time.
To dive deeper, check out the Manual Payroll Item Selection article.
Automate Payroll Item Assignment with Filters
Instead of manually selecting pay items, you can configure Payroll Filters to apply them automatically.
- Navigate to QuickBooks > Post Timesheets > Payroll Filters.
-
Create rules that map payroll items based on:
- Employee type
- Project
- Task
- Other criteria
These filters ensure consistency and reduce manual input errors. To learn more, read more in the Automatically Apply Payroll Items to Employees Timesheets article.
You can also add Project and Category level exceptions for specific situations where those automatic payroll items don’t apply. Learn more about that in the Project Exceptions and Category Exceptions article.
Posting Time to QuickBooks with Payroll Items
Once payroll items are enabled and assigned, time entries posted to QuickBooks Online will include the appropriate pay item details. This eliminates the need for manual entry in QBO, streamlining your payroll processing.