Overview: When using the QuickBooks Desktop integration with Buddy Punch, you can pull in and map Customers & Jobs, Service Items, and Classes. Mapping ensures that time entries and job codes are properly aligned between Buddy Punch and QuickBooks.
Different QuickBooks Desktop Mapping Options
1. To access QuickBooks Desktop mapping options, go to Settings --> Integrations and click Integrate with QuickBooks Desktop.
2. Once on the integration page, select Map Customers & Jobs, Service Items, and Classes:
Important! To pull in mapping options, you must run the QuickBooks Desktop sync. If you're unsure about how to run the sync, please review this article.
3. Once you've pulled in your mapping items, you'll then be able to assign your Buddy Punch Locations and Department Codes to either Customers & Jobs, Service Items, or Classes:
4. And specify if:
Locations or departments should be automatically created and assigned once imported.
Locations or departments should be automatically marked as billable when imported.
Important! If you choose to create and assign locations or department codes automatically, they will be assigned to all employees. You may need to edit your Location/Department Code assignments after they are created.
5. Once you've decided how your Locations/Department Codes will be mapped, you will need to associate your Buddy Punch Location/Department Codes with those brought in from QuickBooks if this hasn't been done already via the auto-assignment:
6. Make sure to Save your changes once done.
7. Now, when employees punch in under any of the mapped Locations or Departments, their time will be sent to the corresponding Customer & Job or Service Item in QuickBooks.
FAQs
Q: Why don't I see my classes, customers & jobs, or service items to map?
A: To pull data classes, customers & jobs, or service items from QuickBooks, you must run the sync via the web connector. That process is outlined here.