You will be able to map the Zenefits Payroll transactions to your accounting chart of accounts in the Settings tab of the Payroll app. If this is your first time setting up the sync, in the Organization tab from the left-hand menu, you will see the option to add accounting software by clicking on the orange Sync button.
After the sync is set up, you can click Edit to map the transaction types. It will look something like this:
To properly export the information, every transaction type MUST have an associated account. Even if you are not using the transaction type now, the mapping must be completed for the export to work correctly.
In order to ensure your Zenefits Payroll information is exported to your accounting software correctly, you should follow these general guidelines:
If you have selected to automatically export your payroll information into your accounting software, it may take up to 24 hours from the check date to complete an export.
To edit your accounting sync settings, click Edit in the Organization tab of the Settings section of the Payroll app. You will see an option that looks like this:
The automatic sync option is NOT available for QuickBooks desktop.
After you update your accounting integration mapping, all future runs will be exported using your new set up. If you would like to update past pay runs to reflect your new mapping, you will need to manually export them.
If you are updating past runs, be sure to first delete the export file with the incorrect mapping from your accounting software. You can then go to the Payroll app on your Zenefits dashboard and click on the Pay Runs tab. Click on the pay run you need to correct and at the bottom of the payroll information on the left-hand side you will see the option to Export. This will generate a new file to be exported to your accounting software. If you have the automatic sync, it will be automatically sent. If you have the manual option a file will download for you to add to your accounting software.
You can set up Zenefits Payroll to automatically export pay run reports to QuickBooks Online, or you can choose to manually export each run when you submit it.