Connecting QuickBooks Online Accounts
- Go to Settings > Payroll Settings > Payroll Integration Options
- Select QuickBooks Online, and click “Connect to QuickBooks.”
- You will be taken to the QuickBooks Online Sign In page to authorize integrating your QuickBooks account information into Patriot Software. Enter your QuickBooks Email or User ID and password. If you have multiple QuickBooks accounts under the same login, choose the account you want to connect.
- Once you authorize, you will come back to the Integration Options page. From here, you can select which QuickBooks accounts will be used for payroll entries.Wage and Tax Account Coding
- First, chose the integration entry type you want to send to your QuickBooks account. By default, one total summary will be sent for all employees. You can also choose to send separate check detail for each employee as a separate journal entry.
Your active chart of accounts from QuickBooks Online will be imported into the “select” dropdowns for each account. Choose the appropriate accounts for each type of payroll entry. If you have set up deductions or employer paid contributions, you will need to select the accounts to be used for these in payrolls.
Immediately after you run a payroll, a journal entry will be automatically transmitted to your QuickBooks Online account.
You can view the status of each transmission on the QuickBooks Integration Status Report found under Reports > Payroll Reports > QuickBooks Integration Status.
If you make any payroll or QuickBooks Online settings changes that affect your journal entries, such as adding a new deduction, or adding/deleting an account in QuickBooks Online, you will see a reminder to update your Payroll Integration Options page. You will also see a warning when you run payroll. If you proceed with your payroll without first updating your Payroll Integration Options, it will not be able to automatically send a journal entry. You can, however, send it manually from the report once you have updated your integration options.