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How to setup the interface between HomeTrak and QuickBooks

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Expand
titlePayroll Options...

Payroll Options

Live In Rate Type:
  • One Hour at Full Rate
  • Skip and Exception
  • Use Credit Hours
Choose how to export payroll information into QuickBooks time sheets for schedules whose authorization has a live in rate package.
Per Visit Rate Type:
  • One Hour at Full Rate
  • Skip and Exception
  • Use Credit Hours

Choose how to export payroll information into QuickBooks time sheets for schedules whose authorization has a per visit rate package.
Time sheet Notes:
Additional information to include on the time sheet
Export Billing Information:
Choose whether or not to automatically populate the `Customer: Job` and `Service Item` time sheet columns with billing information. (client name)
Switch Payer Name to Client Name in Time sheet `CustomerJob` Column:
Choose whether or not to change the payer name to the client name in the `Customer: Job` field on the time sheet. 
Update Employee/Vendor Data During Payroll Export
Choose whether or not to update Employee/Vendor Data (address changes) during your payroll export.
Rate Deviation:
How far can a QuickBooks rate deviate from Companion before it is not longer valid.


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