Common Issues seen when setting up a Quickbooks plan with Payroll Integrations Inc.
Codes
- Codes don’t show up in our system until they have been applied to an employee in Quickbooks. Can be applied to an employee and then removed and will allow us to see them.
- Does not calculate matches in deduction codes, must still be done manually via a separate code in Quickbooks and assigned to each individual employee. Our system does not update match amounts in Quickbooks.
- Codes cannot be named the same thing as any other code. Solution for this:
- If the codes are actively assigned to an employee, the plan sponsor can open that deduction in the employee's profile and rename it so that it is not exactly the same as the other code that was causing the error.
- If the code is not actively assigned to an employee but still a usable code they can reach out to Quickbooks and have them remove the deductions from their account. (NOTE: QBO does not use the term “code” for these; they just call them deductions and/or contributions).
- If the codes are not assigned to an employee and also not usable we will have to put in a ticket with our PI Developers to hard code the deduction codes to the correct buckets
- Requires one code per deduction type. Can be marked all in our system.
- Quickbooks match code shows up in our system as a “deduction” , map it over to any bucket and mark it as “forbid updates” then map the “Retirement Match” code in earnings to the correct match bucket.