The below instructions will walk you through utilizing Payroll Integrations Inc.'s Point and Click Onboarding for QuickBooks Online.
1. To begin the process, you will receive an invitation email. Please click on the link included in this email to proceed.
2. You can review the Terms and Conditions for Payroll Integrations. To proceed, please confirm your intention to use Payroll Integrations by clicking the "Connect" button and agreeing to these terms.
3. Verify your connection to your benefits provider on the next screen.
4. Choose "QuickBooks Online" from the list of available payroll providers.
5. Link your QuickBooks Online account by selecting the green "Connect to QuickBooks" button.
6. Log into your QuickBooks Online account.
7. From the drop-down menu, choose the company you wish to connect then click "Next".
8. Confirm the company you are connecting by clicking "Connect".
9. You will be re-directed back to Payroll Integrations onboarding module.
10. If you do not have any additional payroll accounts to link to your integration, simply click on "Complete Connection." However, if you wish to connect more payroll accounts, please select "Connect another payroll account."
Keep in mind that Payroll Integrations Inc. allows you to connect multiple payroll platforms. If you are using other payroll providers in addition to QuickBooks Online, you can choose your preferred payroll platform during Step 4.
11. To complete the process, please set up your Payroll Integrations Inc. account by clicking on the "Register Account" button.
12. Once you have completed the setup, Payroll Integrations will initiate a review process to verify that all steps have been successfully executed and that the connection is stable. If your benefits provider requires testing, Payroll Integrations will conduct a test by submitting a test file for your provider's review shortly thereafter.
If you encounter any difficulties during your onboarding process, please feel free to reply to the original invitation email for support. Our team is ready and available to assist you!