Quickbooks and KeyPay use the same timesheet file format.
🤚 ShiftCare PayGroups setup is not required for QuickBooks Online (QBO) or KeyPay payroll integration.
Setting up to send timesheet information to KeyPay
KeyPay uses an external ID to identify the employees. In this case it is looking for the staff ID from ShiftCare. To get this you can download your staff list. The column user_id is the external ID KeyPay would like you to setup to identify the employee.
Exporting the timesheet information
To export Timesheet to KeyPay for Payroll Purposes, you need to pull up the Timesheet Report first. Go to Reports, select Timesheet, and choose Date Range you want to be covered in the report.
Once you have the report loaded, scroll down to the bottom of the page and click on the lower right 'download' icon. Choose the KeyPay option Verified or All Hours.
If KeyPay is not shown as an option please review the article:
You will then receive a pop-up message in blue on top of the page.
Once the download is complete you will be notified via email to download the file, which can be saved to your computer for further action.
Shift Type ID
KeyPay will allow you to build rules regarding the Shift Type IDs sent from ShiftCare as part of the timesheet data file. You will find the Shift Type ID in the account settings when you click the edit icon.
The Shift type ids included in the KeyPay timesheet export are confirmed once you edit the shift types.
Importing timesheet information into KeyPay
In KeyPay, select import Timesheet from left-hand side navigation.
Below page will open. Click on"Select File" in order to upload file downloaded from ShiftCare.
See below. This shows that file is uploaded. Click on Confirm Upload.
Now match the fields on Import Timesheet screen.
Once matching is one, click on Import.
Below screen shows that timesheet export is successful.