QuickBooks Connection

Rosemark’s QuickBooks interface allows you to automatically keep the data in both systems in sync, eliminating the waste and inaccuracy of double entry. With Employees and Customers up-to-date, you can generate QuickBooks payroll and billing information directly from Verified Shifts.

Using Independent Contractors instead of Employees? No problem: Rosemark will sync your Contractors with QuickBooks' Vendors so you can pay them as well.

Connecting these two powerful programs together can really streamline your operations. However, it is very important to be aware that automatic synchronization between systems has the potential to be destructive to your data. YOU SHOULD ALWAYS MAKE A BACKUP COPY OF YOUR QUICKBOOKS DATA FILE BEFORE SYNCHRONIZING. The Rosemark Scheduling System™ will automatically make a backup of its data before synchronizing, but you must initiate QuickBooks' backup utility yourself.

QuickBooks Online Edition

The instructions here are focused on the desktop version of QuickBooks, which is still much more common (and more full-featured) than the newer Online Edition. If you use the Online Edition of QuickBooks, there will be a number of things that work somewhat differently than the desktop version. Carefully review the QuickBooks Online Edition section to see these differences.

The QuickBooks Connection Window

All QuickBooks Connection functions can be reached from the QuickBooks Connection window (an example is shown below). To get there, from the Rosemark window, click on File, QuickBooks Connection.

It contains a lot of information! The top part has buttons for initiating the main functions: Shift Export, Customer Sync, Employee Sync and Contractor Sync. Below that are a number of statistics about these and related functions, such as the dates and times of last synchronization of various items, the date through which Shifts have already been exported, export period settings, etc.

Below the big Important Note warning is a button which connects/disconnects with the QuickBooks company file, with the exact location of that file to the right.

Finally the Status box shows the status of the QuickBooks Connection and the most recent processes it has completed.

Figure 178: QuickBooks Connection