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Copyright 2011
Journyx Accountlink for
QuickBooks
Presented by:
Meredith Zachritz, Director of Product Management, Journyx...
Copyright 2011
Introduction
Overview of Accountlink for QuickBooks
o Features in version 9.0
o Configuration
o Synchroniza...
Copyright 2011
Journyx is designed to take the individual components from
QuickBooks (customer/job, service items, payroll...
Copyright 2011
Setup for invoicing the customer:
• Customer/Jobs
• The time should be charged to the level of Customer or ...
Copyright 2011
Employees/vendors as users:
• Vendors can be set up in QuickBooks to allow timesheet entry in Journyx. It i...
Copyright 2011
Changing Login/Role for Journyx Access:
• If you have the Journyx Login and Journyx Role populated in Quick...
Copyright 2011
Q & A
Copyright 2011
Thank you for attending
Journyx Accountlink for
QuickBooks!
Continue the conversation in the
Journyx User C...
Upcoming SlideShare
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Training Webinar: Journyx Accountlink for QuickBooks

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Originally presented June 2014. Watch the recording here: https://www.youtube.com/watch?v=D9CGbpvPCNU

Journyx Accountlink for QuickBooks enables your accounting and HR team to transfer Employees (users), Customer Jobs (projects), Service Items (activities), etc. to Journyx. This enables end users to quickly and accurately log their time and reimbursable expenses in Journyx. The time and expenses can then be transferred back to QuickBooks for payroll or billing purposes. In this webinar, we take a deep dive into what Accountlink is and what it can do for you and your company.

Specifically, we cover:

Configure Journyx and QuickBooks for use with Accountlink
Run an Accountlink sync to see employees and customer jobs get created in Journyx
Run an Accountlink sync to see time and expense data go from Journyx back to QuickBooks
Take a comprehensive look at various configuration options and what they mean

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Training Webinar: Journyx Accountlink for QuickBooks

  1. 1. Copyright 2011 Journyx Accountlink for QuickBooks Presented by: Meredith Zachritz, Director of Product Management, Journyx Christi Steele, Senior Payroll Manager and Systems Consultant, AimSourcing
  2. 2. Copyright 2011 Introduction Overview of Accountlink for QuickBooks o Features in version 9.0 o Configuration o Synchronizations o Mapping Journyx to QuickBooks and vice versa Today’s Agenda Tips and Tricks o Setup for invoicing the customer o Posting labor cost detail into the General Ledger o Employees/vendors as users o Group setup o Changing login and role for Journyx access o Period closing Conclusion and Wrap Up Q&A
  3. 3. Copyright 2011 Journyx is designed to take the individual components from QuickBooks (customer/job, service items, payroll items, expense accounts, employees, vendors) and organize them to reduce errors on the timesheet and facilitate the approval process. Once time and expenses are approved in Journyx, the data is sent back to QuickBooks. Timesheets from Journyx populate the QuickBooks timesheet. Expense sheets from Journyx create a vendor bill in QuickBooks. Overview
  4. 4. Copyright 2011 Setup for invoicing the customer: • Customer/Jobs • The time should be charged to the level of Customer or Job for where you charge the total invoice. •Service Items • Bill rate can be set on individual service items in QuickBooks. • Price level & bill rate level can be used to have variable rates by employee or customer. Posting labor cost detail into the General Ledger: • After the QuickBooks timesheet is populated from Journyx, the “Pay Employees” process is required to post the cost into the General Ledger. Tips and Tricks
  5. 5. Copyright 2011 Employees/vendors as users: • Vendors can be set up in QuickBooks to allow timesheet entry in Journyx. It is recommended that you use service items that have both cost and price to check that the work is performed by a subcontractor or partner. • Employees will also be set up as vendors if you are using the Journyx expense module. Time transfers to the employee record and the expense reimbursement transfers to a bill under the vendor. Group Setup: • Your group configuration will depend on how you set up your jobs, items, pay types in QuickBooks and what the employees need to see on their timesheet. Tips and Tricks
  6. 6. Copyright 2011 Changing Login/Role for Journyx Access: • If you have the Journyx Login and Journyx Role populated in QuickBooks and you wish to change the user’s role or login name in Journyx, you should update it in the employee record in QuickBooks and then run Journyx Accountlink to apply it. Period Closing: • Prior period adjustments are “NOT ALLOWED” in the approvals and auditing configuration. This will require an administrator or “super approver” to reopen a sheet. • Submit all blank sheets and approve them if the employee is still active and not required to complete a sheet for the period. This will also require an admin or super approver action to reopen. • Check the “User Compliance Report” in the Approvals menu for any late time before assuming all time is in. Tips and Tricks
  7. 7. Copyright 2011 Q & A
  8. 8. Copyright 2011 Thank you for attending Journyx Accountlink for QuickBooks! Continue the conversation in the Journyx User Community: http://community.journyx.com/

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