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This quickstart takes a bookkeeper from an empty account to a finished QuickBooks export. Plan on about 15 minutes for setup, then a few minutes each pay period after that. Before you start: make sure you can sign in at /login as a SUPER_ADMIN or ADMIN.
1

Sign in to the admin console

Go to https://paypunch.io/login and sign in with your admin email and password. You’ll land on the bookkeeper dashboard. See Logging in.
2

Add your first client company

Open Companies and create a client company. Set its name, industry, and pay-period type (weekly, bi-weekly, etc.) — the pay period drives the whole payroll cycle. See Client companies.
3

Add job codes (optional)

If the company tracks time by project or cost center, add job codes so hours can be tagged on the clock. See Job codes.
4

Add employees

Add the company’s workers one at a time, or import them in bulk from a spreadsheet. Each employee gets a PIN for clocking in. See Employees and Importing employees.
5

Let hours come in

Employees clock in and out at the time clock; the company’s owner reviews and submits the period to you. You’ll see it arrive in the payroll workflow.
6

Review and approve payroll

Open the submitted pay period, check the totals, and approve it. Then lock the period so no further edits slip in. See Approving payroll and Pay periods & locking.
7

Export to QuickBooks (IIF)

Generate the IIF export for the approved period and import the .IIF file into QuickBooks Desktop. Payroll is done. See IIF export.
IIF is the PayPunch payoff. Approved hours export straight to a QuickBooks Desktop .IIF file — no manual re-keying. This is what saves bookkeepers 30–40% of payroll processing time. See the IIF Export walkthrough.

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