To set up a connection with Quickbooks, follow the below instructions on the Payroll Integrations Website. If your company has multiple divisions that run payroll separately, you will need to do this for each of them.
Step 1: Click Create New Division.
Step 2: Select the ‘Quickbooks’ icon.
Step 3: 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.’
Step 4: Enter your payroll frequency, day of the week employees get paid, and date of next payroll if applicable.
Step 5: Enter the date you would like the integration to start and click ‘next.’
Step 6: Confirm your details thus far. If everything is correct, click ‘Create Division’ if there is something that needs editing, click the ‘revisit’ link.
Step 7: Click Next
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Step 8: Enter your billing information
Step 9: Click ‘Connect to Quickbooks’
Step 10: Log in to Quickbooks with your normal Quickbooks login.
Step 11: Select the company you want to connect from the drop down.
Step 12: Click Connect to approve the integration.
Step 13: You will be redirected back to the Payroll Integrations Website where the connection is complete.
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.