Payroll QuickBooks Desktop QuickBooks Online QBD QBO Export timesheets Export pay Weekly Exporting LMN Timesheets to QuickBooks

To Export Timesheets to QuickBooks Online or Desktop, the Timesheet must be in an Approved status.

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*Note To export to QuickBooks, the Time Admin would need to have LMN Accounting permissions.

Next, open the LMN Sync tool.

QuickBooks Online:

  1. In LMN Estimating, access the sync tool via the QuickBooks tab >select QuickBooks Online.
  2. Enter your LMN login credentials to access the sync tool.  Make sure your Staff, Service Items, Classes (if applicable), Taxes, and Customers are set up properly in the Setup portion of the sync tool. For help with this step, please see our help article here.
  3. Scroll down to Timesheets Settings and adjust if needed.
  4. When you are ready to Publish Time, click on Publish Timesheets.  Complete Step 1 - Choose the dates to Publish Time for.mceclip1.png
  5. Step 2 - Choose Staff to Publish Timesheets to QuickBooks. mceclip2.png
  6. Step 3 - Review Jobs - This will only be required for 'unmatched' jobs if you selected 'Simple' or 'Detailed' as your Time Tracking Style in the Timesheets Setting menu.mceclip3.png
  7. Step 4 - Click Publish to QuickBooks - Continue to Job Status - once Exported, review Weekly Timesheets in QuickBooks Online.mceclip4.png

 

QuickBooks Desktop:

1. Download the LMN/ QuickBooks Sync tool.

  • The sync tool can be downloaded in the main LMN page by clicking on QuickBooks in the menu and then Setup. Once there you will see a button to download the LMN QuickBooks Desktop Sync App.

2. Make sure your Staff, Paycodes, Service Items, Classes (if applicable), Taxes, and Customers are set up properly in the Setup portion of the sync tool.  For help with this step, please see our help article here.

3. Go to Publish menu and select Publish Time. mceclip0.png

4. Select Dates to Publish Time for and click next.

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5. Select Employees to Publish Timesheets to QuickBooks and click Next.

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6. Review Jobs - This will only be required for 'unmatched' jobs if you selected 'Simple' or 'Detailed' as your Job Costing Type in the Settings menu.

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7. Import Time to QuickBooks, once complete, press Close.

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