Overview

As a user of QuickBooks Online, you will already be aware that there is no built-in payroll functionality available. The good news is, that with our platform you can integrate directly with QuickBooks to import your chart of accounts and export your payroll journals.

Availability

Payroll Plan:

Essentials

Standard

Premium

Connect to QuickBooks

Log into your payroll platform
Go to Payroll Settings.
Under Business Management click on Integrations.
Click Add QuickBooks Online.
Click Connect to QuickBooks.
You will be prompted to log in to QuickBooks online.
Select the QuickBooks file you would like to connect and click Authorise.
Once connected, you can now import your chart of accounts.

Set up your Chart of Accounts

Log into your payroll platform
Go to Payroll Settings.
Select Chart of Accounts.
Click Import Accounts.
A list of your QuickBooks accounts will show. Tick the accounts you want to use for payroll transactions.
You now need to map the accounts.
Click Default accounts and you will see a list of transaction types that need to be mapped.
You can select the same account for multiple transaction types.
Once you have completed all the mappings, you are ready to export a journal.

Export a Journal

When you have finalised a Pay Run, you are ready to export a journal to QBO via the integration.

Log into your payroll platform.
Go to Pay Runs.
Open or create the Pay Run you wish to finalise.
Click the Finalise Pay Run button. There are further instructions here.
In the Finalise Pay Run dialog make sure Export journals to QuickBooks is selected, if it is not:
Click the pencil icon.
Select Export to Quickbooks now and click Finalise.
When you return to the Pay Run screen, click Finalise Pay Run and your journal will be exported.

Disconnect from QuickBooks

Log into your payroll platform
Go to Payroll Settings.
Under Business Management click on Integrations.
On the QuickBooks online tile, click the red delete icon.
Then when asked, confirm to disable the integration.

Author recommended

So you have now integrated QBO you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

Payroll platform: Employee Notes: This feature allows you to add notes to an employee's file. This can include interactions with the employee, or any requests made.
How do I import employees from my QuickBooks Online platform | Payroll FAQ: You can use the Employee Importing feature within the Payroll Settings module to import in bulk your employees from your QuickBooks Online platform.