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How to: Export Data for QuickBooks

Updated today


Payroll Data

Option 1: Exporting Emshee Reports

To get the project integrated with Emshee, you’ll need to contact Emshee at [email protected]. This is a paid service by Emshee using their plug-in.

  1. Navigate to “Data Export” in the “Integrations” section.

  1. In the “Report Type” dropdown select “Emshee”

  1. Select the batch number from the “Batch” dropdown. The “Job Name” and “Job Number” fields will auto-populate.

Note: This report can not be customized and the payroll must be coded as the Emshee report is broken out by codes

Tip: If the project is using location codes, select “By Location” option.

  1. Click “Run” in the bottom right corner

Option 2: Use a Custom Report

The Reports team can create a custom report to be imported into QuickBooks. Sign up with the Reports team at [email protected] to setup a regular cadence.

Note: Manual mapping of the report in QuickBooks is required

Accounting Data

  1. Post the payroll. Learn how to post payroll here.

  2. A custom report will be created by our Reports team to be imported into QuickBooks

Note: Manual mapping of the report in QuickBooks is required.

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