Matching Employees in QuickBooks and Rosemark

When first synchronizing Employees, Rosemark compares all of its Active Caregivers (who are Employees) with those entered into QuickBooks and attempts to match them up. It will provide a list of all Employees in both locations, along with the correspondence that it has been able to determine. It is then up to you to verify the correspondences or correct the names so they can be matched up. Pay special attention to any Employees that have been added both in QuickBooks and in Rosemark: they may actually be the same Employee, and should be corrected before being synced.

This initial comparison is done simply by comparing names (First, Last and Middle). A minor misspelling will cause a mismatch; these must be corrected before proceeding. Note that QuickBooks does not allow duplicate names, while Rosemark does. You must correct this before QuickBooks will be happy. This can be as simple as adding a middle initial or extra identifier to one of the Employee’s names before syncing.

The prohibition of name duplication in QuickBooks is not limited to Employees: it includes Customers, Vendors, and Others. QuickBooks has its own suggestions about how to handle this, when you do have individuals with the same name.

As part of the Employee Synchronization process, Rosemark provides you with a list of Employees that it is planning on matching up. To help you determine the correct choice, the Employee’s address is included.

Once the identity of all Employees has been determined, Rosemark will automatically fill in as much data from each side as it can. If a field is empty in one and has data in the other, the empty field will be filled in. If a field has different data in both places, the Rosemark data will take precedence.

Once a correspondence has been achieved, Rosemark will keep this identification, even if names change in one place or the other. That way, if the spelling or even a whole name changes, the Employee’s identity is not lost.