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Integrate Payroll classic with your FreshBooks platform

Updated

Available for the following Payroll plan: Core Payroll, Managed Payroll
Available for the following user access level: Admin    

A journal service is a tool that allows you to connect your accounting software with your Payroll classic platform so that you can capture journal entries in your chart of accounts.

If you use FreshBooks for your accounting software and journal service, and Employment Hero for your payroll, you would simply need to connect FreshBooks with your Employment Hero Payroll classic platform via the Journal Service integration feature.

After connecting your FreshBooks and EH Payroll platforms, and setting up your chart of accounts, you can post payroll journals automatically into FreshBooks upon finalising a pay run, eliminating the need for manual data import/exports or CSV uploads. You will also notice with this export feature that we format the data to automatically reflect your FreshBooks reporting layouts.

Getting started

Connect to your FreshBooks platform
  1. Log in to your Employment Hero Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the FreshBooks logo and click the Add button.
    Screenshot of employment hero payroll integration software options. Down the lefthand side of the screen is a menu of payroll settings. in the main screen panel we have the options shown for company cloidna catering. they are xero, intuit quickbooks, sage 50 cloud, freshbooks and so on. the add button is highlighted underneath the freshbooks logo
  6. Click the Connect to FreshBooks button.
    Screenshot of the popup to add freshbooks integration. It reads add freshbooks integration. Integrating with freshbooks will allow you to import your chart of accounts and export your payroll journal. Please refer to the support article for more detailed information. The popup then links to the relevant support article. There is a grey cancel button and a purple connect to freshbooks button that is highlighted in red.
  7. Click the Allow button.
    screenshot of the connect freshbooks to keypay screen. you are asked to link your account and confirm or cancel the integration.
  8. Select the required business file and click the Save button.
    Screenshot of add freshbooks integration pop up. highlighted in red is the menu for selecting the business you want to connect

Maintain

Disable your FreshBooks connection
  1. Log in to your Employment Hero Payroll classic platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Integrations button.
  5. Locate the FreshBooks logo and click the   button. 
    Screenshot of employment hero payroll integration software options. Down the lefthand side of the screen is a menu of payroll settings. in the main screen panel we have the options shown for company cliodna catering. They are xero, intuit quickbooks, sage 50 cloud, freshbooks and so on. In the freshbooks panel, the no entry icon is highlighted in red. Clicking this is the first step in disabling freshbooks.
  6. Click the Disable button.
    Screenshot of popup to confirm you wish to disable the freshbooks integration. there is a button to disable or the option to cancel.

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