Adding Staff in QuickBooks

You can add new staff members in QuickBooks and bring that information into BigTime. During the routine BigTime update (which pulls newly entered QuickBooks information into BigTime), BigTime will recognize any new staff members.

If it sees any, it will let you know by posting a message to the bottom of your Management... Staff List page. Take a look at the simple instructions below to see how you will use that message to add your new QuickBooks staff to BigTime.

1. Select the Management...Staff List screen. At the bottom of this page, you will see a message that tells you there are new QuickBooks staff members in the system that need to be imported. Click on the link displayed to get a list of new employees in BigTime and QuickBooks.
2. Place a green check in the box in the link column by clicking once in order to add this new employee to BigTime. If you'd rather not share this employee's data with BigTime, then click the box again to turn it into a red X.
3. Finally, click the SAVE button to add your new employee records to BigTime.

Importing Staff from QuickBooks Manually

NOTE that BigTime typically looks for any new employee records you add to QuickBooks as a part of the regular nightly sync. If you'd like to pull new staff members into your BigTime system, you can always run a quick manual update by following these simple steps:

• From the Tools menu, choose QuickBooks Data...Manual Imports.
• On the manual update page, select the "check for missing staff" box and click the GO button. Any new staff entries that were added into QuickBooks will be imported into BigTime.
• Goto the Tools... QuickBooks Data... Staff Integration page when the import is completed, and you can bring any new staff members into your staff list.