The first step in setting up Telephone Timesheets is to enter each of your employees. This can be done manually through the administrative portal, or it can be done by uploading an Employee Contact List file from QuickBooks.

To create the Employee Contact List file, you need to use the custom report feature of QuickBooks. You can access custom reports by clicking Reports —> Employees & Payroll —> Employee Contact List as shown in the screen shot below.

This will bring up the Modify Report editor window you see here.

Click on the Customize Report option and check ONLY the following required list items.

  • Active Status
  • Employee
  • First Name
  • Last Name
  • Mobile

In addition to these required standard list items, we also support the import of two optional list items:

  • Date of Birth
  • Adjusted Service Date

We also support the import of these optional custom list items.

  • Union Status
  • Spoken Language

Once all of the required and optional list items have been checked, click on the Memorize Report menu to save the report. This will allow you to save all of the customized options for this report for future uploads.

Now that the report is memorized, click on the Excel menu and choose the option to Create a comma separated values (.csv) file as shown in the screen shot below.

Remember the name and location of this file. You can now upload this report to Telephone Timesheets as described in the Uploading Your QuickBooks Data section of the manual.


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