NOTE: it is IMPERATIVE that you make sure Customer:Job names, Employee/Vendor names, payroll items, service items, and classes all match, otherwise results will be undesirable
**Intuit does not support IIF files, use at your own risk! Make sure you always back-up first!
There are two versions of this template…
1) The FREE IIF template, downloadable here and it looks like this when you open it in excel:
For QuickBooks Desktop (Pro, Premier, Enterprise) year versions 2008 to 2022
What the headers on row 3 mean?
- DATE: day of the timesheet entry (REQUIRED)
- JOB: Customer:Job to assign timesheet entry to
- EMP: Employee name for timesheet entry (REQUIRED)
- ITEM: Service item used for billable entries
- PITEM: Payroll Item for Paychecks (REQUIRED) – Not used if name is Vendor or Other Name
- DURATION: Time in hours; 8.25 hours = 8 hours and 15 minutes (REQUIRED)
- PROJ: Class
- NOTE: Description/Note for each time entry
- BILLINGSTATUS: Mark as Billable
Note, you will only change the data from row 4 and bellow, please do not touch the first 3 row headers!
Download free template here: https://transactions.sendowl.com/products/78580717/7A9EEFEA/add_to_cart
NOTE: there is NO Support included with the free template
2) My EXCEL MACRO Template for $39
That can easily be used to copy/paste your data into the template and the IIF file will be created for you, looks like this:
It will create an IIF file that can be imported into QuickBooks timesheets that can be used to create payroll and/or billable activities:
Purchase Hector’s Easy Timesheet IIF** Template for $39
30-Day Money back guarantee if template does not work for you! some caveats:
- This does NOT work for QuickBooks Online
- Basic e-mail support included with the free template within 30 days of purchase. If you need me to login to your computer and walk you through the process is a $375 min. fee
- You might need to be in single-user mode to be able to import
- You can create bills from time data, but the names need to be VENDORS
- You can create checks from time data, but the names need to be OTHER NAME or VENDORS
- QuickBooks is a little particular about importing Other Names or Vendor’s time, it behaves differently (Payroll Item has to remain blank) than Employees, where it will require Payroll Item Name
- You need to have Payroll enabled in QuickBooks in other to process Paychecks from timesheets inside QuickBooks
- Timesheets by themselves will NOT post to your financial statements as “job Cost” you need to have a check, bill, or paycheck with that time data created in order to post a cost
Purchase Hector’s Easy Timesheet IIF** Template for $39
Video Guide: