Setup
Workyard
Workyard → Settings → Integrations → API
Payroll item mapping
Connect QuickBooks to load payroll items.
QuickBooks / Intuit Enterprise Suite
Visible in your IES/QBO URL after login
Pay week
Automation
Projects + employees syncEvery 5 min
Push to WorkyardEvery 5 min
Auto-create Mining subclassesOn new P* project
Payroll item ID resolution
QuickBooks assigns a unique internal ID to each payroll item per employee — "Regular Pay" for Marcus Rivera has a different ID than "Regular Pay" for Jane Smith. Our software resolves these automatically so time entries push correctly without dummy time cards. Connect QuickBooks to load them.
Not yet resolved
Projects, Classes & Dimensions
Each project has a fixed QB class and dimension assignment. These rules apply automatically every time payroll runs.
Project mapping rules
Connect QuickBooks — projects and mapping rules will load automatically.
QB Classes (from IES)
Connect QuickBooks to load classes.
IES Dimensions
Dimensions are pulled from your Intuit Enterprise Suite account. When you add new dimensions (e.g. Residential / Commercial / Public Works), they appear here automatically and become selectable in the mapping rules above.
Connect QuickBooks to load dimensions.
Employees
Pulled from QuickBooks Payroll. Pay type (hourly/salaried) and rates are auto-detected from QB payroll setup.
Employees
Connect QuickBooks — employees will sync automatically.
Run Payroll
Time cards are pulled from Workyard, OT calculated (Sun–Sat, federal 40hr), classes and dimensions applied from mapping rules, then pushed directly to IES.
Select a pay period and fetch time cards to begin.
Schedule
Automated schedule
Auto-fetch & process payroll
Every Sunday 11:59 PM
Sync QB projects to Workyard
Every 5 minutes
Sync QB employees to Workyard
Every 5 minutes
Auto-create Mining subclasses in IES
On new P* project
Auto-push payroll to IES
Requires approval
Email summary report
When auto-push is off, the pipeline waits for approval in Run Payroll before sending to IES.
Permissions
Users must be added here before they can sign in. Restricted to @edwardsandtate.com Google Workspace accounts only.
Add a user before they sign in
Enter the person's name and @edwardsandtate.com email. They will not be able to sign in until you add them here. Once added, they sign in with their Google account — no password needed.
Approved users
Only users on this list can sign in. Removing a user immediately revokes their access.
| Name | Role | Status | Action | |
|---|---|---|---|---|
| Corey (You) | corey@edwardsandtate.com | Owner | Active | 🔒 Protected — cannot be removed |
Role permissions
| Feature | Owner | Payroll Runner |
|---|---|---|
| Setup & QB connection | ✓ Full | View only |
| Project → class → dimension mapping | ✓ Edit | View only |
| Employee details | ✓ Full | ✓ Full |
| Fetch time cards & push to IES | ✓ Yes | ✓ Yes |
| Override QB class per entry | ✓ Yes | ✗ Locked |
| Schedule settings | ✓ Edit | View only |
| Add / remove users | ✓ Yes | ✗ No |
Admin Notes
Private notes visible only to you. Jot down ideas, future features, or anything you want to bring back to update the code.
New note
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Map Pay Types
Regular, overtime, and salary are auto-detected from each employee's QuickBooks pay types — you shouldn't have to set them. Change any cell to override; overrides are sticky and never get reset when QuickBooks data refreshes.
—
auto detected from QuickBooks
override set by you (sticky)
none not mapped → exports as labeled hours
| Employee | Emp # | Regular | Overtime | Salary | Status |
|---|
Loading pay-type mapping…
Audit Log
— No activity yet —