1. How do I connect to QuickBooks?

"How do I connect to QuickBooks?"

To send payday debits and credits to QuickBooks, first you'll need to connect it.

To connect QuickBooks to receive a payroll group's payday debits and credits:

1. First, select the payroll group on: "Menu", then "Payroll groups"
2. Then tap: "Settings", then "Payroll group settings"
3. Then on the "Settings" tab, scroll down to the "Accounting" heading.
4. And tap: "Accounting package" to select: "QuickBooks"
5. Next, type in your: "Email or user ID"
6. And tap: Sign in
7. Next, type in your: "Password"
8. And tap: Continue
9. Sometimes, if it's the first time you've logged in to QuickBooks on your device, you may have to be verified by phone or SMS.
10. Otherwise, you'll be asked to select the QuickBooks company that you'd like the transactions to be sent to.
11. Then tap: Next
12. And now, once it's connected, you'll see a green tick saying: "QuickBooks connected"
13. And finally, from now on, the payroll group's transactions are automatically sent at midnight of the day your payslips were paid.

You may notice:

• That once it's connected, there's now a blue "Disconnect" link below it.
• If you ever need to move to a different accounting package, or switch to a different QuickBooks company, tap the "Disconnect" link.
• And you can now move to a different accounting package.
• Or switch to a different QuickBooks company.
• And from then on, all your payday debits and credits are now sent to your newly selected accounting package.

Keep in mind that:

• Setting the accounting connection is something you only have to do once.
• Once it's connected, payday can then be done by any of your org's payroll admins, and from any device.
• The connection is then remembered well into the future, no matter what device it's done on.

For advanced usage:

• If you've got more than one payroll group, you'll need to repeat the connection steps for each payroll group.

To learn more:

• About immediately sending payslips to QuickBooks, watch the video on: Sending to your accounting package

And that's it! That's everything you need to know about connecting to QuickBooks!