AV Timeclock Software
AttendView


 








 

 

AttendView QuickBooks Sync

What is AttendView QuickBooks Sync?

AttendView QuickBooks Sync was developed to bridge the gap between AttendView and Quickbooks.  If you are an existing QuickBooks user and loading AttendView for the first time, AttendView QuickBooks Sync will import all your employees.  From there or if your an existing AttendView user you can use AttendView QuickBooks Sync to export your clock data directly to QuickBooks.  There is no longer a need to manually print up reports and manually enter the data into QuickBooks.  Simply folow the usage guide below...

Where to Start?

  1. Ensure that you have the prerequistes listed below.
  2. Download the current verision listed below.
  3. Are you a new AttendView User?
    Yes, I have been using QuickBooks but I have not used AttendView.
    No, I have been using both QuickBooks and AttendView.

Prerequisites

  • AttendView 4.0 or greater (Has not been tested on earlier versions, but may work)
  • Qucikbooks (SimpleStart is currently not supported)
  • Dot Net 3.5 (Can be downloaded from Microsoft.  If you are not sure if you have Dot Net 3.5, the application installer will check and notify you if you don't)

Download

Download Now - Version 1.0

Usage and others

Usage - General usage of the application
Notes - QuickBooks related help and other tips that may be of help
Known Issues - Issues that we have identified with the application and their current status
Bugs - If you discover a bug or problem not listed under Known Issues, or just want to contact/comment


New AttendView User Existing QB User

  1. Install AttendView
  2. Create new database
  3. Restart AttendView service


  4. Login to AttendView Tools

  5. Click Setup > Jobs

  6. Change "Default" to match your default QuickBooks Payroll item. Salary in this example
  7. Change Sick, Vacation, and Holiday to match the other QuickBooks payroll items.


  8. Double Click the "Install AVQBSync" icon

  9. Install .Net if Prompted . If not continue on step 12

  10. Restart the computer
  11. Double Click the "Install AVQBSync" icon

  12. Choose everyone if you would like all users to be able to use

  13. Click Next through the installer
  14. Click close to finish the installer

First Usage

  1. Open QuickBooks

  2. Double Click the desktop icon “AttendView QuickBooks Sync”

  3. Choose no when prompted “Do you have AttendView data in your QuickBooks company file?”

  4. Choose yes to allow AVQBSync access when prompted. If you have a multiuser setup, choose an administrator in the login box.
  5. Click Continue

  6. Click yes when warned about the digital certificate

  7. Click done to confirm access

  8. Confirm that the QuickBooks company is correct
  9. Confirm that the AttendView database is correct
  10. Click import to copy your employees from QuickBooks to AttendView

  11. Confirm that all employees copied over by one of the following
    1. The number of employees will match

    2. Employees tab in AtendView QuickBooks Sync application

    3. AttendView Clock

    4. Login to AttendView Tools > Click Setup > Click Employees

    5. Export tab

  12. Verify that your payroll items matched
    1. Payroll Items tab in AtendView QuickBooks Sync application

    2. Export tab

  13. Verify the “Ready to Export” is checked on the export tab

  14. Continue to the Usage instructions

Existing AttendView User Existing QB User

  1. Login to AttendView Tools

  2. Click Setup > Jobs

  3. Change "Default" to match your default QuickBooks Payroll item. Salary in this example
  4. Change Sick, Vacation, and Holiday to match the other QuickBooks payroll items.


  5. Double Click the "Install AVQBSync" icon

  6. Install .Net if Prompted . If not continue on step 9

  7. Restart the computer

  8. Double Click the "Install AVQBSync" icon

  9. Choose everyone if you would like all users to be able to use

  10. Click Next through the installer
  11. Click close to finish the installer

First Usage

  1. Open QuickBooks

  2. Double Click the desktop icon “AttendView QuickBooks Sync”

  3. Choose yes when prompted “Do you have AttendView data in your QuickBooks company file?"

  4. Select the time and date you last added AttendView clock data to QuickBooks
  5. Click "Apply Date"

  6. You will be prompted once applying the time and date has completed

  7. Choose yes to allow AVQBSync access when prompted. If you have a multiuser setup, choose an administrator in the login box.
  8. Click Continue

  9. Click yes when warned about the digital certificate

  10. Click done to confirm access

  11. Confirm that the QuickBooks company is correct
  12. Confirm that the AttendView database is correct
  13. Click import to copy your employees from QuickBooks to AttendView

  14. Confirm that all employees copied over by one of the following
    • The number of employees will match

    • Employees tab in AtendView QuickBooks Sync application

    • AttendView Clock

    • Login to AttendView Tools > Click Setup > Click Employees

    • Export tab

  15. Verify that your payroll items matched
    • Payroll Items tab in AtendView QuickBooks Sync application

    • Export tab

  16. Verify the “Ready to Export” is checked

  17. Continue to the Usage instructions

Usage

  1. Open QuickBooks
  2. Double Click the desktop icon “AttendView QuickBooks Sync”

  3. Confirm that the QuickBooks company is correct
  4. Confirm that the AttendView database is correct

  5. Click the Export Tab
  6. Verify the “Ready to Export” is checked
  7. Click Export

  8. When export is complete, the export history will show the date of last export.
  9. You can verify the export by using the QuickBooks “Weekly TimeSheet” tool.

Notes

  • Everything is case sensitive. "Salary" <> "salary"
  • Names must match exactly "Joe P Smith" <> "Joe P. Smith"
  • If you don't know your payroll items go to:
    • Reports > List > Payroll Item Listing in QB (Double click to edit)
  • While editing Jobs, user may want to add description and decide if they show up in the clock
  • During install user may be prompted to close QuickBooks. if so, close QB, click retry.
  • “AVID” stands for “AttendView Index” and is the same as the index value under the clockdata table in the AttendView database. This value is used to ensure that no duplicates occur. Yo may remove these notes, but it is recommend they been kept for auditing

Known Issues

  • If “Joe Smith” clocks out at 12:10PM and the Export is run at 12:10PM, Joe's clock entry will not be imported.  You will need to re-click export at 12:11Pm for the clock entry to export.
  • AVID is stored in the notes in QuickBooks.  This is the current intended function (see notes above).  AVID will be moved to a custom field in a later version.

Bug Reporting

Submit a bug report or comment
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