Overview: A quick overview of the setup of a Quickbooks Online account integration. The application can sync GL data in summary or in detail to Quickbooks Online.
***NOTICE: WHEN USING THE QUICKBOOKS ONLINE INTEGRATION YOU MUST MAKE SURE THAT ALL DROP DOWN MENUS ARE POPULATED EVEN IF YOU DO NOT USE THAT ITEM. THIS IS ESPECIALLY IMPORTANT FOR THOSE THAT EXPORT WAGES BY PAY TYPE INSTEAD OF DEPARTMENT.
Select the Quickbooks Online from the Integrations page.
Note: Make sure you have all accounts you want to use created in Quickbooks Online prior to integrating. This will ensure a seamless experience with the software.
This will take you to this page if you are not currently authenticated with Quickbooks Online (logged in). Once you put in your info on the sign in page you can click the Authenticate button on the right-hand corner of the screen and this will redirect you back to the Quickbooks Online integration settings page.
Once on the QBO integration setting page, you can set up and link your account with QBO. If you click the checkbox the application will automatically sync payroll data each time a pay run is updated. You have the choice to sync in summary or detail.
Each section allows you to link the type with the account in your QBO as you desire. Use the drop-down box to see the account you want to use for each item. If you make a change to your QBO chart of accounts, you can click Refresh Accounts at the top of the screen to bring the changes into the software.
If you stop using QBO you can remove the integration by clicking the Remove Integration button at the bottom of the screen.