How can I set up the NEW Quickbooks Online accounting integration?

Who can set up the integration?

In order to set up this integration, you'll need to be a Full Company or Payroll administrator in the Zenefits system.

What are the requirements for this integration?

  • You must be using Zenefits Payroll as your payroll system and already have, or plan on creating, a Quickbooks  Online account.
  • You must have pay types and labor groups already set up in your Zenefits account.

What limitations should I be aware of?

At this time, all of the files from Zenefits Payroll must be manually exported to Quickbooks. There is currently no automation of the export.

How do I install the integration?

  1. Log in to your Zenefits account and click into Payroll.
  2. Click the Settings tab.
  3. Under Software Integrations, click the Add Integration button.
  4. Click Sync next to Quickbooks Online (or, click the hyperlink to get started with creating a new account).
  5. Sign in to your account and authorize the sync.

How do I set up the integration?

  1. Click on the Payroll app or navigate to it from the side menu options.
  2. Click on settings.
  3. Click on the Manage link.
  4. Go to the Account Mapping tab and click on Start Editing.
  5. Select all the Zenefits pay types the mapping will apply to.
  6. Select any of the Zenefits labor groups the mapping will apply to.
  7. Choose a Debit Account and Credit Account for the mapping.
  8. Choose a Quickbooks Class Tracking Name to be applied to the mapping.
  9. Click Add.
  10. Repeat the above set of steps until you have mapped all of your company's Earnings, Deductions, Contributions, and Taxes. 
  11. Click Publish.

What if I don't see all of our accounts in the drop down?

You can click the Retrieve Accounts button to request a re-sync of the accounts from Quickbooks. Note that this can take a couple hours to complete.

We have a lot of mappings to set up, how can I be sure I didn't miss anything?

You can click the Export link at any time to download a chart of all of your mappings. This will also allow to quickly identify any that you may have missed in the setup process.

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