User Manual for Payroll Synchronization with QuickBooks Online

AMGtime integration with QuickBooks Online

 

AMGtime allows you to seamlessly integrate with QuickBooks Online payroll system. Through automatic data synchronization it will become easier for companies using both AMGtime and QuickBooks to transfer attendance data from the time and attendance system to the payroll system.

 

Data synchronization is done through the Payroll Integration Wizard. To open the wizard you should login into AMGtime (https://amgwebtime.com) with your User Name and Password and go to Standard -> Payroll -> Payroll Integration menu.

 

As the Payroll Integration Wizard opens, data matching process will begin with QuickBooks.

 

Step 1

First step is the connection setup. To connect to QuickBooks Online you should click on the Connect to QuickBooks icon.

 

 

 

After pressing on the icon the following page will appear:

 

 

 

Enter the Email/user ID and password provided by your Intuit account rep and click on Sign In button. After that, if correct user ID and password are entered, the following page will appear:

 

 

 

In this page it is requested to authorize the AMGtime application to share data with Intuit. Click on the Authorize button to confirm authorization. After that you will be navigated back to Payroll Integration Wizard’s connection setup step.

 

 

 

In this step a Disconnect button will be available, which will disconnect AMGtime from QuickBooks Online payroll system.

 

Below the Disconnect button you will see all the items which are available for synchronization and the default mapping of those items between QuickBooks and AMGtime systems. Synchronization of these items is optional, so if you don't want them to be synchronized, you can select NONE, although it is recommended that you match as much information as possible in order to ensure complete and accurate data transfer. After selecting necessary items, mapping can be finalized by clicking on the Next button.

 

Step 2

The next step is the items synchronization step, where all selected items will be compared to show differences. Green checkmarks () let you know which items in AMGtime Systems exactly match their relevant items in QuickBooks system. If you see a warning sign () please note that those are the items that require your attention. You may click on the SEE DETAILS link and choose to synchronize or not based on the differences you see. Red x’s () are the only fields that have to absolutely match before you can move forward to do payroll. You must click on the SEE DETAILS link and resolve anything shown in those items to be able to move to the next step.

 

 

 

Many of the items can be synchronized right from the window opened by clicking on the SEE DETAILS link. Also note that Synchronization is bidirectional for all items.

 

 

 

Before synchronization, if there are items available both in AMGtime and QuickBooks systems, then from Synchronization direction drop-down list select whether those items should be synchronized from QuickBooks to AMGtime, or vice versa, and then click on Sync Now button to start synchronization.

 

If in the Payroll Synchronization step you have everything synchronized, and you see only green check marks, or warning signs, then you can move forward by clicking on Next button. If you also see Red x’s, then you cannot move forward with Next button, because it will be disabled. In these cases, a new Skip button will appear for moving forward. It is highly recommended to go to details for those items and synchronize.  Skipping synchronization of mandatory items may result in synchronizing inaccurate or incomplete attendance data. Note that if synchronization is not possible, then you can add necessary items manually either into AMGtime or QuickBooks systems.

 

Step 3

In the Select Employees step you should check all those employees whose attendance data you are going to synchronize. Before checking employees, you can filter them by any of available fields in Filter panel. For checking all employees simultaneously, you can check “All Filtered” option. After selecting necessary employees click on the Next button to navigate to the next step.

 

 

 

Step 4

In this step select the Pay Period for which attendance data should be synchronized, then click on the Next button to move forward to the last step.

 

 

 

Step 5

The last step is a preview screen that shows all the data that will be sent to QuickBooks Online for that specific pay period.

 

 

After reviewing data, if you decide to synchronize, click on the Send Timesheet button. Otherwise click on the Close button to close Payroll Synchronization Wizard without synchronizing any data.

 

NOTE: If connection with QuickBooks Online system is successfully set up (Step 1), then each time when opening Payroll Synchronization Wizard you will be automatically navigated to

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