QuickBooks Online Integration

1. Log into your payroll platform
2. Click the Payroll Settings menu.
3. Under Business Management, click on Integrations.
4. Click the Add button.
5. Click the Connect to QuickBooks button.
6. You will be prompted to log in to QuickBooks online.
7. Select the QuickBooks file you would like to connect and click Authorise.
8. Once connected, you can now import your chart of accounts.

1. Log into your payroll platform
2. Click the Payroll Settings menu.
3. Select the Chart of Accounts option.
4. Click the Import Accounts button.
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.

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.
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 now and click the Finalise button. 
8. When you return to the pay run screen, click the Finalise Pay Run button and your journal will be exported.
9. Alternatively, to export your payrun 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.

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.
5. Then when asked, confirm to disable the integration.