QuickBooks Online Accounting Integration

Integration with third-party systems like QuickBooks Online is available for subscribers on a paid plan. This service allows you to post payroll transactions into QuickBooks Online for bookkeeping purposes. You can also schedule and pay open invoices in QBO electronically using PaymentEvolution Business Payments.

If you are not familiar with charts of accounts or general ledger codes, please see http://help.paymentevolution.com/entries/23227686

 

Setup QuickBooks Online integration

To get started,  login to your Payroll account and go to settings-icon-gear.PNG  -> ADD-ONS. 

Settings-Addons-menu.png  

Enable integration with QuickBooks Online 

 

 

You will be prompted to sign into your QBO profile

Now authorize and connect PaymentEvolution to QuickBooks

 

QBO integration is now enabled but you should follow the next steps (you only need to do this once) 

 

 

Now, match your payroll chart of accounts to the accounts in your QBO profile

  

Your GL import and synchronization is now complete. You can now process a payrun on the Payroll site. To do so, click on RUN PAYROLL. Run your payroll as you normally would. 

 

Importing payroll transactions into QBO

When you are ready to import your transactions into QBO, either click ACTIONS -> END OF PERIOD or start a new payrun. The system will prompt you to send your recent transactions to QBO as a journal entry. To find this in your QBO account simply login, go to REPORTS and then Journal.  The payroll entry will be there and you are able to modify it if needed.

 

 

Trouble connecting to QuickBooks Online?

If you are having issues connecting to QBO, your connection might need to be re-established. Please log into your account, go to add-ons and delete the QBO integration. Re-enable the add-on and follow the steps above to ensure your chart of accounts are mapped properly.

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