Setup Steps for Certified Payroll Reporting in QuickBooks

Below is an outline on how to setup Sage Construction Management and QuickBooks for Certified Payroll reporting. This procedure also requires two applications from Sunburst Software Solutions which is a QuickBooks Gold Certified Partner.

Applications

• Sage Construction Management: Time Tracking and Job Costing
• QuickBooks: General Accounting and Payroll Processing
• Sunburst Software Solutions: Wage Manager for QuickBooks
• Sunburst Software Solutions: Certified Payroll Solution for QuickBooks

Example Scenario

Project # 1031
Type of Worker CARP - Prevailing Wage Carpenter
Payroll Items ST - Straight Time, OT - Overtime

Payroll Item Code	Payroll Item Description
CARP-ST-1031	Prevailing Wage Carpenter - Straight Time - Project 1031
CARP-OT-1031	Prevailing Wage Carpenter - Overtime - Project 1031

Sage Construction Management Note: The Payroll Item Code must be 25 characters or less.

QuickBooks Note: QuickBooks' Payroll Item list does not support a Code only a Description.

Step 1: Setup Payroll Items in Sage Construction Management

Application: Sage Construction Management

1. Log in to Sage Construction Management
2. Click Settings at the top of the Main Menu
3. Click Lists
4. Click Time and Expenses
5. Navigate to the Payroll Items section
6. Add Payroll Items as shown above.
   • CARP-ST-1031
   • CARP-OT-1031

Important: After the Project has been completed, it is suggested to archive these payroll items in Sage Construction Management to reduce the options in the labor timecard data entry form.

Step 2: Setup Employee Payroll Item Rates in Sage Construction Management

Application: Sage Construction Management

The steps listed below use the Microsoft Excel Import Template for quick Employee Payroll Rate setup. As an alternative, rates can be entered manually in each Employee's profile.

1. Log in to Sage Construction Management
2. Download MS Excel Import Template for setting up Employee Payroll Rates. Please click here for spreadsheet and import instructions.
3. Enter the Employees in the spreadsheet that will be working on the Certified Payroll Project (eg. 1031). Be sure to reference the Payroll Items from above (i.e. CARPST1031, CARPOT1031) along with their rates.
   
   Important: The Project column in the spreadsheet should be left blank.
   
4. Import the Spreadsheet per the help topic.

Step 3: Setup Employee / Payroll Item Rates in QuickBooks

Application: Sunburst Software Solutions - Wage Manager

Since Sage Construction Management Steps 1 and 2 have to be duplicated in QuickBooks, it is recommended to use Sunburst Software Solutions' Wage Manager product to quickly perform these tasks. Please see website for more details.

Step 4: Link Sage Construction Management Payroll Items with QuickBooks

Application: AccountingLink For QuickBooks

1. Open the AccountingLink for QuickBooks utility.
2. Login
3. Click Sync Preferences
4. Navigate to the Time Tracking section.
5. Link Sage Construction Management Payroll Items with corresponding QuickBooks Payroll Items

Step 5: Enter Timecards in Sage Construction Management

Application: Sage Construction Management

• Adding Labor Timecards - Daily
• Adding Labor Timecards - Weekly
• Adding Crew Timecards - Daily
• Import From Microsoft Excel

Step 6: Approve Timecards in Sage Construction Management

Application: Sage Construction Management

• Approving Labor Timecards

Step 7: Export Timecards to QuickBooks

Application: AccountingLink for QuickBooks

1. Open the AccountingLink for QuickBooks utility.
2. Login
3. Click Sync
4. Export labor timecards listed in Sync Step

Step 8: Process Payroll in QuickBooks

Application: QuickBooks

See QuickBooks help system for processing payroll in QuickBooks.

Step 9: Generate Certified Payroll Reports

Application: Sunburst Software Solutions - Certified Payroll

Please review Sunburst Software Solutions' Certified Payroll Product for more details.