Discover how to connect your Ressio team members with QuickBooks employees for seamless shift transfers.
By going through this article, you will learn how to link your Ressio team members, admins, or field users to each QuickBooks Online (QBO) employee. This is a crucial step for approved time clock shifts to be sent over to QuickBooks.
Benefits:
- 🔄 Streamline your shift management process
- ✅ Ensure accurate shift transfers to the correct QBO employee
- ⌛ Save time and reduce errors in payroll processing
Accessing Company Settings
To start, navigate to your 'company settings' under 'Team Members'.
Linking Team Members to QBO Employees
Once you've connected to QuickBooks, you'll find an option in the far right column of the Team Members section. Double tap into this field.
🎓 To learn more about the QBO integration, read QuickBooks Integration Overview.
Finalizing the Link
Here, select the employee that needs to be linked to the specific team member, admin, or field user. Completing this step ensures that shifts are sent over to QuickBooks accurately, corresponding to the right QBO employee.
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!