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Export data from a pay run in to FreshBooks

Available for the following Payroll classic plans: Standard, Premium

You can use the Export to FreshBooks feature to transfer the finalised pay run data over to your FreshBooks accounting platform.

Important

This feature is only available if you have integrated your Payroll classic platform with your FreshBooks accounting platform. To find out further information on how to integrate the two platforms, refer to this article.

Export a finalised pay run into FreshBooks
  1. Log into your Employment Hero Payroll classic platform.
  2. Click the   Pay Run menu.
  3. Click the finalised pay run that needs exporting to FreshBooks.
    screenshot of pay runs with the date range on the left hand side vertical column. the second pay run on the page is highlighted
  4. Click the Actions tab.
  5. Click the   Export to FreshBooks button.
    screenshot of the details of a pay run with names and earning detailed. along the top is a menu bar with the option to re-export to freshbooks highlighted in red

Explore related content

  • Set up FreshBooks chart of accounts This feature is where you manage your FreshBooks chart of accounts details and the above exporting feature uses this data to match your pay run data with the relevant FreshBooks fields.
  • Unlock a pay run This article shows you how to unlock a finalised pay run.
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