QuickBooks Online integration

1. Log into your payroll platform
2. Go to Payroll Settings.
3. Under Business Management click on Integrations.
4. Click Add QuickBooks Online.
   
   
5. Click Connect to QuickBooks.
   
   
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. Go to Payroll Settings.
3. Select Chart of Accounts.
4. Click Import Accounts.
5. A list of your QuickBooks accounts will show. Tick the accounts you want to use for payroll transactions.
   
   
6. You now need to map the accounts.
7. Click Default accounts and you will see a list of transaction types that need to be mapped.
8. You can select the same account for multiple transaction types.
9. Once you have completed all the mappings, you are ready to 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. Go to Pay runs.
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 Finalise. 
8. When you return to the pay run screen, click Finalise pay run and your journal will be exported. 

1. Log into your payroll platform
2. Go to Payroll Settings.
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.