Valor Payroll Solutions

QuickBooks Online Integration

Enterprise payroll expertise, exclusively for small businesses.

Connect QuickBooks to PayrollRelief

Once we have mapped your GL codes and the mapping has been approved, it’s time to connect your QuickBooks account to PayrollRelief.

  • Log in to PayrollRelief and go to Integration>QuickBooks Online
  • Click the Connect to QuickBooks link
  • Use your QuickBooks login credentials to log in to QuickBooks
  • If you have multiple clients linked to your account you will be prompted to select which account to link.
  • Once you’ve logged in to QuickBooks, the accounts are linked.

 

Exporting Data

  • Once your QuickBooks account has been linked, you are ready to export journal entries.
  • In PayrollRelief go to Integrations>QuickBooks Online
  • Use the “From” and “To” fields to choose the date range you will export data for
  • Click Export
  • If the export is successful you will see a confirmation
  • When you go to Integrations>QuickBooks Online again, you will see the last date range you exported for above the “From” and “To” fields
 

Notes

  • Export ALL calendar dates – for example, 7/1 – 7/15, then 7/16 – 7/31
  • Entries are based on transaction dates, not pay dates
  • Do not export the same day twice!  It will duplicate the data in QuickBooks
  • Only export through yesterday – for example, today is July 19th, so I would only want to export through July 18th if I process the export today
  • To preview the data that will be exported, go to Integrations>Export G/L
    • Select the date range you wish to export
    • Click View

What Our Satisfied Clients are Saying

Contact Us

Get Started

Take your Free Time Back