1. Navigate to payrollintegrationsapp.com/[recordkeeper] and click “Create Account”. (make sure to take out the [recordkeeper] from the link and insert your recordkeeper there in its place)
2. Create a new account using your email address.
3. Verify the email address by clicking the confirmation link in your email.
4. Create a password. The Password must be at least 8 characters with 1 lower-case letter, 1 upper-case letter, 1 number, and 1 special character.
5. Agree to Terms and Conditions.
6. Enter the company name and your company ID.
7. Click Create New Division.
8. Select the ‘Quickbooks’ icon.
9. Enter the division name and an email address(es) to be notified if anything comes up with the files being integrated. To enter multiple emails, separate them with a comma. Select whether or not your company allows for 401k loans (single or multiple) and click ‘next.’
10. Enter your payroll frequency, day of the week employees get paid, and date of next payroll if applicable.
11. Enter the date you would like the integration to start and click ‘next.’
12. Confirm your details thus far. If everything is correct, click ‘Create Division’ if there is something that needs editing, click the ‘revisit’ link.
13. Click Next
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14. Enter your billing information
15. Click "Back to Dashboard"
16. Click ‘Connect to Quickbooks’
17. Log in to Quickbooks with your normal Quickbooks login.
18. Select the company you want to connect from the drop down.
19. Click Connect to approve the integration.
20. You will be redirected back to the Payroll Integrations Website where the connection is complete.
21. Once this is complete you need to map your deduction codes. Return to the Payroll Integrations page & make sure you can see your Division we created previously.
22. Click 'Finish Setup' on the right hand side of the screen.
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23. Click ‘Start’ next to 'Division Codes'.
24. Scroll through codes on the left. Drag and drop the codes into their appropriate buckets on the right.
25. When finished mapping your company’s codes, click ‘Review Changes’.
26. Verify that all of your deduction codes have been mapped to the proper deduction sources, If everything is correct, click ‘Save Deduction Codes’. If a change needs to be made, click ‘Back’.
27. Repeat this process for your company’s earnings codes by clicking 'Start' next to 'Earnings Codes', dragging the appropriate codes from the left to the buckets on the right. Click 'Review and Save' and then 'Save Earnings Codes' when complete.
*Note, the correct earning code for your company contribution might be listed in the "Non-Gross Compensation" section on the bottom right. If so, drag it to the section on the left and then drag it to the appropriate bucket on the right.
IMPORTANT NOTE REGARDING MULTIPLE DEDUCTION CODES: If you have multiple deduction codes in payroll for a single deduction type, it will prompt you to update that code’s usage type as either All, Percentage, Dollar or None. The definitions are provided below:
- All: All deduction updates will be updated to this deduction code
- Percentage: Only deductions that are set up to deduct a percentage each pay period will be updated to this deduction code
- Dollar: Only deductions that are set up to a flat dollar amount each pay period will be updated to this deduction code
- None: No deduction updates will be updated to this deduction code
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.