View Full Version : Timesheets
11-15-2006, 01:01 PM
Can QuickBooks allow a MS Excel spreadsheet to be imported to post an employee's timesheet?
11-16-2006, 03:18 AM
Yes, but is MUST be entered exactily as listed and then if QuickBooks does not like the entry for the 5th employee, the first 4 were imported so after "correcting" the import file and reimporting you can easily double the first 4's time.
If you decide to try and create Excel worksheets, Save the file as a Tab Delimited TEXT file with the extension of IIF. Try importing into a sample company file to get ther format correct.
The following table shows the column headings for activity data:
The Row 1 headings are listed below and MUST be in CAPS. from row 2 on, Col A is ALWAYS TIMEACT
Details about activities you timed with the QuickBooks Pro Timer. Works with !TIMERHDR.
The date the activity was performed. Enter the date in a MM/DD/YY format. For example, you would enter June 21, 1997 as 06/21/97.
The name of the customer (or job) for whom the activity was performed. If you're entering the name of a job, enter the customer's name followed by a colon followed by the name of the job. Both the customer and the job names must also be on your Customer:Job list (CUST).
The name of the employee who performed the activity. The employee's name must also be on your Employee list (EMP).
The name of the service item assigned to the activity (a service item indicates the type of work performed). The service item must also be on your Item list (INVITEM).
Leave blank. This field is not used in QuickBooks.
The duration of the activity in hours and minutes. Enter the duration in an HH:MM format. For example, if the activity lasted 4 hours and 15 minutes, you would enter 4:15. The duration cannot be greater than 23:59.
The QuickBooks class assigned to the activity (classes give you a way to group activities in meaningful ways in time reports). The Class must also be on your Class list (CLASS).
Your notes about the activity. You may enter up to 1000 characters, but the characters must be on a single line within the field. To indicate a line break in the note, type /n.
Indicates the billing status of the activity. Enter one of these values:
The activity is not billable to the customer or job specified in the Job field. Enter this value if the activity is part of your company overhead.
The activity is billable but has not yet been billed to the customer or job specified in the Job field.
The activity has already been billed to the customer or job specified in the Job field.
11-20-2006, 04:56 PM
Excellent post! Very detailed with a lot of great notes to ensure success :-)
I've used the tool from www.bigredconsulting.com before, as I tend to always have something wrong in the Excel file and it can make me crazy :-)
Susana - Which thread did Gibbo post? I've been traveling for two weeks and trying to catch up a bit and I always enjoy John's posts.
11-21-2006, 04:07 AM
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