Integrating Employment Hero with your QuickBooks Online platform makes Employment Hero your source of truth for information such as company settings, payroll settings, and employee file data. When you connect the two platforms, Employment Hero will import your organisation details, payroll settings, and employee files from your QuickBooks Online platform automatically.
After this initial connection, the data will only flow automatically from Employment Hero to your QuickBooks Online platform as this data connection is not bidirectional. Thereby meaning Employment Hero becomes your source of truth, where you and your employees update details as they change, and once saved they will automatically reflect in your QuickBooks Online platform.
Warning
To read a complete breakdown of what fields and data points sync between Employment Hero and QuickBooks Online, refer to the following article.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access and excluding any changes made via our Custom Security feature.
Getting started
- Log in to your QuickBooks Online account.
- Click the Employee button.
- Click the Payroll Settings button.
Helpful Hint
You will see your QuickBooks Online API key in the bottom left-hand side of your screen.
- Click the Settings menu.
- Click the Add-Ons submenu.
- Click the Connect button.
- Read the first page of the connecting to QuickBooks Online payroll wizard.
- Once you have read and actioned the first page, click the Start button.
- Read the second page of the connecting to QuickBooks Online payroll wizard.
- Once you have read and actioned the second page, click the Next button.
- Read the third page of the connecting to QuickBooks Online payroll wizard.
- Once you have read and actioned the third page, click the Next button.
- Read the last page of the connecting to QuickBooks Online payroll wizard.
- Once you have read and actioned the last page, click the Connect Now button.
Helpful Hint
Once you click the Connect button, Employment Hero will redirect you to your QuickBooks Online platform. If you need to change the email listed on the page, select the No option for the Is this Email Address Used in Your Own Employee File in Payroll question, followed by the Update button.
A pop-up will now show where you can enter your new email address; once this is done click the Save button. You will now receive an email with instruction on how to verify your new email address and start using this on your Emplyment Hero platform.
- In the API Key field, enter your QuickBooks Online API key.
- Click the Connect button.
Important
Once Employment Hero has imported the data from your QuickBooks Online platform, you will see a status screen. From this page, you can see if there are any integration errors. If there are integration errors, you can click the View Conflicts button to see detailed information on the import conflicts.
Maintain
- Click the Settings menu.
- Click the Add-ons submenu.
- Click the Actions button.
- Click the Update button.
- In the Employees section, click the Update from Payroll button.
Helpful Hint
The Employees section will now show a green Updated button and means Employment Hero has successfully imported your employees from your QuickBooks Online platform.
Warning
Employing Entities are case sensitive, so when importing your Employing Entities from your QuickBooks Online platform, make sure both your Employment Hero and QuickBooks Online platform use the same sentence case.
- Click the Settings menu.
- Click the Add-ons submenu.
- Click the Actions button.
- Click the Update button.
- In the Organisation Details section, click the Update from Payroll button.
Helpful Hint
The Organisation Details section will now show a green Updated button and means we have successfully imported your data from your QuickBooks Online platform.
- Click the Settings menu.
- Click the Add-ons submenu.
- Click the Actions button.
- Click the Update button.
- In the Pay Items section, click the Update from Payroll button.
Helpful Hint
The Pay Items section will now show a green Updated button and means Employment Hero has successfully imported your pay items from your QuickBooks Online platform.
- Click the Settings menu.
- Click the Add-ons submenu.
- Click the Actions button.
- Click the Update button.
- In the payslips section, click the Update from Payroll button.
- Select the required pay slip from the Pay Slips drop-down.
- Click the Import button.
Helpful Hint
The Payslips section will now show a green Updated button and means Employment Hero has successfully imported your selected QuickBooks Online pay slips.
Warning
After disconnecting from QuickBooks Online, Employment Hero will no longer synchronise your employee data between the two platforms. However, all existing employee data will remain within the HR platform.
- Click the Settings menu.
- Click the Add-Ons submenu.
- Click the Actions button.
- Click the Disconnect button.
- Click the Disconnect Application button.
Further information
Employment Hero will check once a day for eligible payslips and requires three conditions to import pay slips automatically from your QuickBooks Online platform, and they are:
- A finalised pay run.
- A published pay slip.
- The paid date is within four days of the current date, i.e. four days prior and/or four days after the current date.
Author recommended
So you have now set up your QuickBooks and HR platform integration and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR platform: Payroll integration issues dashboard This feature displays your organisation's sync errors broken down into three areas: employee file, leave requests and timesheets.
- Manage my organisations leave categories - HR Web Platform This feature allows you to synchronise the leave categories created on your QuickBooks Online platform and make them selectable within your HR platform.
Comments
Article is closed for comments.