Quickbooks integration

Integrate with QuickBooks to automatically post your payroll journal to QuickBooks.

Note: Payroll journals are posted as a draft, so you will need to post it in QuickBooks.

How to connect to QuickBooks

1. From the left side bar, navigate to Settings.
2. Under the Integrations heading, select Overview.
3. Click Integrate in the QuickBooks tile.
4. Click Integrate in the QuickBooks settings pop-up.
5. Use your QuickBooks log-in credentials to give UK Payroll access to your account.
   

   Tip: If you are already logged into QuickBooks, the connection will authenticate automatically.

6. Select your company from the Search for a company drop down and click Next.
7. UK Payroll automatically retrieves your chart of accounts from QuickBooks and maps them to each UK Payroll payroll item. The fields on the left are UK Payroll fields, and the fields on the right are QuickBooks fields. Review the corresponding fields.
8. Once they are all correct, click Save.

How to change QuickBooks integration settings

1. From the left side bar, navigate to Settings > Integrations > QuickBooks.
2. Make the necessary changes and click Save.