QuickBooks Online integration

As a user of QuickBooks Online, you will already be aware that there is no built-in payroll functionality available. The good news is that with our platform you can integrate directly with QuickBooks Online to import your chart of accounts and export your payroll journals.

Connect to QuickBooks
  1. Log into your payroll platform
  2. Click the Payroll Settings menu.
  3. Under Business Management, click on Integrations.
  4. Click the Add button. uk QBO page.jpg

  5. Click the Connect to QuickBooks button.
  6. You will be prompted to log in to QuickBooks Online.
  7. Select the QuickBooks Online file you would like to connect and click Authorise.
  8. Once connected, you can now import your chart of accounts.Screenshot of Quickbooks Online Integration pop up and with connect to Quickbooks button highlighted
Set up your Chart of Accounts
  1. Log into your payroll platform
  2. Go to Payroll Settings.
  3. Select Chart of Accounts.
  4. Click Import Accounts. CoA import accounts - global.jpg
  5. A list of your QuickBooks accounts will show. Tick the accounts you want to use for payroll transactions.
  6. Next, map your GL accounts.
  7. Now, when you finalise a pay run, your payroll journal will be ready to export to QBO. chart of accounts bottom (1).jpg
Export a Journal

When you have finalised a pay run, you are ready to export a journal to QBO via the integration. 

  1. Log into your payroll platform.
  2. Click the Pay Runs menu.
  3. Open or create the pay run you wish to finalise.
  4. Click the Finalise Pay Run button. There are further instructions here. finalise pay run MY.jpg
  5. In the Finalise pay run dialog make sure Export journals to QuickBooks is selected, if it is not:
  6. Click the pencil icon. 
  7. Select Export to QuickBooks Online now and click the Finalise button. 
  8. When you return to the pay-run screen, click Finalise pay run and your journal will be exported.
  9. Alternatively, to export your pay run journal to excel, go to payroll settings>chart of accounts and select the Export Journal button. This will download an .xlsx file that you can upload to QBO. View this article for more information on downloading journals. MY QBO finalsie 2.jpg
Disconnect from QuickBooks
  1. Log into your payroll platform
  2. Click the Payroll Settings menu.
  3. Under Business Management click on Integrations.
  4. On the QuickBooks online tile, click the red delete icon.  QBO MY edit or disable.jpg
  5. Then, when asked, confirm to disable the integration. QBO MY confirm disable.jpg
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