Connect Xero, QuickBooks, Sage or Gusto
Link people and projects with your accounting or payroll system and send approved hours without a file.
A direct connection signs ClockinBee in to your other system, so people, projects and approved hours move across without a file. Sage takes customers and projects only. Sage has no public API for hours, so use Export to payroll for Sage hours. Each system has to be switched on by us first; until it is, its card says Not switched on yet and Export to payroll gives you a file for the same system.
Connect
- Open Export to payroll and choose Connections.
- On the system's card, choose Connect and sign in to that system to allow access. The card then says Connected.
- Choose Preview people, tick the people to link or add, and choose Bring in ticked people. People found by email are linked; new ones are added as invited.
- Bring in projects and clients, or Send projects, so time can be matched to the right job.
Each pay period
- Approve the timesheets first. Only approved time is sent. (Not for Sage: send Sage hours as a file from Export to payroll.)
- On the card, under Send approved hours, check the period and choose Send hours.
- Read the result under the card. Running it twice never sends an entry twice.
If the card says Needs reconnecting, choose Reconnect: your links are kept. Disconnect stops the connection at any time.
Where to find it
Export to payrollConnections
Who has it: People with the Integrations permission. If it is not in your menu, your role does not include it.
If something goes wrong
- The card says Not switched on yet.
- ClockinBee is still being registered with that system. Use Export to payroll for a file in the meantime.
- Someone's hours were not sent.
- They are not linked yet, or their time is not approved. Choose Preview people and link them, then send again.
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