How to Approve Time Clock Shifts and Push to QuickBooks Online 

Benefits of Selective QBO Push:

• Full control - Choose which shifts sync with QuickBooks Online.

• Transparency - Instantly review which shifts will transfer.

• Stay informed - Receive notifications if a push fails.

Head over to your Time clock in your Company Overview. From this page you can manage shift approvals or use the Approve all feature for batch actions.

There is also a column titled "QBO Status" where you can see status of the push labeled as "Synced", "Not Synced" or "Pending Approved".

Next to the "Download CSV" is the "Approve all" button.

The 'Actions' column is also where you can individually ✅ approve, ✐ edit or 🗑️ delete shifts.

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When approving an eligible shift individually, a checkbox appears within the 'Actions' column. This checkbox allows selection of whether the shift should be pushed to QBO. A window will open when you click the checkbox.

Here you can check or uncheck the box to "Push to Quickbooks". Hit "Confirm and approve" when you are ready to approve.

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When you want to approve all, you can hit the "Approve All" button. After you click the button a dialog box will appear. When pushing multiple shifts, a breakdown summarizes all the shifts selected for QBO export. This overview appears before finalizing the action, providing transparency and helping catch omissions.

The same "Push to Quickbooks"checkbox is available. When you click the checkbox, this lets you control which shifts are included in the batch push to QuickBooks Online. When you click "View details" it will expand so you can see what you are approving.

You can also "Download CSV" on the bottom left. Review and then hit "Approve eligible shifts" on the bottom right.

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You have the ability to 'Approve' but exclude a shift pushing to Quickbooks. When you hit the ✅ under 'Actions' you can uncheck "Push to Quickbooks" when the window pops up.

By unchecking the push: 

• "Push to Quickbooks (with a number)" button will appear next to the "Approve all" button.

• Push symbol will change in the 'Actions' column.

• The status will change to "Approved"

• 'QBO Status' will change to "Not Synced".

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If you decided you would like to push approved shifts to QBO and want to review them, click the "Push to Quickbooks" button. A window will pop open with any shifts that have been approved but still need to be pushed to QBO. Click "View details" to review.

Besides batch actions, shifts may also be pushed individually from the actions menu. This maximizes control for specific approvals. Find the individual push symbol in the shift's 'Action' column for quick processing. Once it is synced the 'QBO Status' will change to "Synced".

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If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!